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For Companies At a Glance
- Tasks: Manage a portfolio of clients, preparing tax returns and handling client communications.
- Company: Join a well-established tax team in the heart of Edinburgh.
- Benefits: Enjoy a competitive salary, study support, and a collaborative work environment.
- Why this job: Perfect for those seeking growth in a supportive, client-focused culture.
- Qualifications: Experience as a Personal Tax Assistant or Senior is essential.
- Other info: Opportunity to work on advisory projects and develop technical skills.
The predicted salary is between 32000 - 48000 £ per year.
An excellent opportunity has arisen for a Personal Tax Senior to join a well-established and close-knit tax team of ten based in central Edinburgh. This permanent role is ideally suited to an experienced Personal Tax Assistant or Senior seeking their next challenge in a client-focused and collaborative environment.
You will take ownership of a traditional private client portfolio of circa 170 clients, preparing personal and partnership tax returns, managing day-to-day client communications, and ensuring the smooth collation of documentation with support from administrators.
As a trusted point of contact, you'll respond to client queries and develop long-standing relationships. You'll also assist senior management with ad hoc advisory projects and liaise with other departments across the firm.
There is a strong emphasis on technical development, with support from experienced colleagues.
Personal Tax Senior employer: Lusona LLP Careers
Contact Detail:
Lusona LLP Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Network with professionals in the tax industry, especially those who work in personal tax. Attend local events or join online forums where you can connect with current employees at firms like ours. This can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends that affect personal tax clients. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to clients.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client relationships in the past. Highlight your communication skills and any experience you have in resolving client queries effectively, as this is crucial for the role of a Personal Tax Senior.
✨Tip Number 4
Research our company values and the structure of our tax team. Understanding how we operate and what we value in our employees will help you tailor your approach during interviews and show that you're a great fit for our team.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax, particularly any roles where you've managed client portfolios or prepared tax returns. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your understanding of the role. Mention your experience with client communications and how you can contribute to the team’s success.
Highlight Technical Skills: Emphasise your technical knowledge in personal tax matters. If you have experience with specific tax software or regulations, be sure to mention these as they are crucial for the role.
Showcase Soft Skills: Since this role involves client interaction and teamwork, highlight your communication and interpersonal skills. Provide examples of how you've built relationships with clients or collaborated with colleagues in previous positions.
How to prepare for a job interview at Lusona LLP Careers
✨Know Your Tax Basics
Brush up on your personal tax knowledge, especially around tax returns and partnership taxation. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to handle queries effectively, as this is crucial for the position.
✨Showcase Team Collaboration
Since the role involves working closely with a team, be ready to discuss your experience in collaborative environments. Share instances where you contributed to team success or supported colleagues in achieving goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal tax and the team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values.
