At a Glance
- Tasks: Manage a diverse portfolio of clients and ensure high-quality tax compliance.
- Company: Dynamic multi-disciplinary firm with a friendly and professional culture.
- Benefits: Flexible working, competitive salary, generous holiday, and professional development opportunities.
- Other info: Opportunities for growth and training in a collaborative environment.
- Why this job: Join a supportive team and make a real impact in the world of tax advisory.
- Qualifications: Relevant tax qualification or experience, plus 2-3 years in a tax role.
The predicted salary is between 34000 - 45000 £ per year.
Tax Executive or Assistant Manager (Depending on Experience)
Bury St Edmunds, England, United Kingdom
Job Openings Tax Executive or Assistant Manager (Depending on Experience)
About the job Tax Executive or Assistant Manager (Depending on Experience)
Job Title:
Tax Executive or Assistant Manager (depending on experience)
34k - 45k
Interview Stages:
3 - Technical tests will be sent initially, followed by 2 interviews
Description:
Tax Executive - Private Clients
My client is a unique and powerful combination of Accountants, Tax Advisors, Solicitors, Financial Planners and Investment Managers under one roof. They believe that all people should be treated with respect and their culture is to maintain a friendly, professional environment where traditional values still count.
Their dedicated Tax Team has a wealth of experience in a diverse range of taxation services for a wide range of businesses and entities.
They are looking to recruit a Tax Executive, but if the right candidate came along, they would look to appoint as Assistant Manager.
They offer flexible working - 3 days in the office, 2 working from home.
My client is a multi-disciplinary firm offering accounts, tax, legal, financial planning and investment management services.
They care about their staff and foster a respectful and happy environment.
They encourage staff to develop and be the best they can to get good job satisfaction.
They would encourage interest in niche areas and will offer promotion opportunities to staff that grow their portfolios.
Must Haves:
- Relevant professional qualification (e.g. CTA/STEP/ACA/ACCA) or qualified by experience;
- Minimum 2-3 years experience working in a tax role covering self- assessment tax computations and advisory work
- High degree of accuracy and attention to detail
- Ability to work as part of a team
The Role:
The role will involve a varied portfolio of clients who are based in East Anglia, the home counties, London and internationally and will predominantly relate to the private client and owner-managed business sector. There may also be the opportunity to undertake trust and residence and domicile work.
They will support you in developing your skills both technically and in terms of client service, to become a trusted adviser to your clients. The role involves the following assuming limited or no previous responsibility of a client or review portfolio:
- Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard. This will involve attendance at meetings, telephone calls and written correspondence;
- Taking on new clients via the firms website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media;
- Preparation of high value clients / complex self-assessment tax returns and related tax calculations for individuals and partnerships using the firms software (CCH), for review by a senior member of staff;
- Review of non-complex self-assessment tax returns and related tax calculations for individuals and partnerships prepared by junior members of staff. All related correspondence with clients, HM Revenue & Customs and third parties as required;
- Ensuring all digital tax compliance and permanent files are prepared with the firms guidance and kept up to date;
- Provide support on planning projects and researching technical issues on tax advisory work. Drafting clear, concise and accurate advisory letters for review by a senior member of staff;
- Training of junior staff and liaising with their line manager (as appropriate) including completing relevant feedback forms;
- Ensuring internal and risk management procedures of the firm are adhered to including anti-money laundering procedures and general adherence to the tax department procedures;
- Responsibility for own WIP allocation. Meeting your productivity, recoverability and fee income targets;
- Work with other departments and tax team members to ensure a joined up service and one team approach.
What you will receive:
- 24 days holiday (excluding bank holidays).
- Matching employer pension contributions of up to 6% salary.
- Salary sacrifice arrangement, available for pension contributions.
- Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age.
- Death in service benefit (4 x basic salary).
- Up to two professional subscriptions paid for.
- Encouragement to develop and learn by attending training courses and CPD events.
- Employee Assistance programme.
- Length of service recognition.
- Social events paid for or subsidised by the firm.
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Tax Executive or Assistant Manager (Depending on Experience) in Bury St Edmunds employer: Lumeg Recruitment
Join a dynamic and supportive team in Bury St Edmunds, where our multi-disciplinary firm prioritises employee well-being and professional growth. With flexible working arrangements, a commitment to training, and a culture that values respect and collaboration, we empower our Tax Executives and Assistant Managers to thrive in their careers while enjoying a balanced work-life environment. Experience the satisfaction of working with a diverse portfolio of clients and the opportunity for advancement in a friendly, professional setting.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Executive or Assistant Manager (Depending on Experience) in Bury St Edmunds
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Lumeg Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Executive or Assistant Manager (Depending on Experience) in Bury St Edmunds
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Lumeg Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Lumeg Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Lumeg Recruitment!
How to prepare for a job interview at Lumeg Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Lumeg Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Lumeg Recruitment. It helps to show our commitment!
