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For Companies At a Glance
- Tasks: Manage a portfolio of clients, preparing tax returns and handling communications.
- Company: Join a close-knit tax team in a well-established firm in Edinburgh.
- Benefits: Enjoy a competitive salary, benefits package, and study support for further qualifications.
- Why this job: Great opportunity for growth in a supportive environment with a focus on technical development.
- Qualifications: Minimum 2-3 years UK personal tax experience; strong communication and problem-solving skills required.
- Other info: Mentorship opportunities available for junior trainees; familiarity with IRIS and Microsoft Office is a plus.
The predicted salary is between 24000 - 40000 £ 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 and the opportunity to mentor junior trainees. Study support for CTA is available for those wishing to pursue further qualifications, although this is not a requirement.
What we're looking for:
- A minimum of 2-3 years UK personal tax experience, ideally gained within an accountancy or legal firm.
- Alternatively, experience from a general accounting role with a strong tax element will also be considered.
- Excellent communication skills, attention to detail, and a proactive approach to problem-solving.
- Familiarity with systems such as IRIS and the Microsoft Office Suite is desirable.
What's on offer:
- Competitive salary up to £40,000 (DOE).
- Benefits package and optional study support.
- Supportive working environment with real opportunities for progression.
To apply or find out more, please contact Laura Randall at Lusona.
Personal Tax Senior employer: Lusona LLP
Contact Detail:
Lusona LLP 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 field, especially those who work in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and updates in the UK. Being knowledgeable about current tax laws will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare to discuss your experience with client management and communication. Highlight specific examples where you've successfully handled client queries or built strong relationships, as this is crucial for the role.
✨Tip Number 4
If you have experience with IRIS or similar tax software, be ready to talk about it. Demonstrating your familiarity with these systems can set you apart from other candidates and show your readiness for the role.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax, especially 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 desire to work in a collaborative environment. Mention your experience with client communications and how you can contribute to the team.
Highlight Technical Skills: Emphasise your familiarity with tax systems like IRIS and your proficiency in Microsoft Office Suite. If you have experience mentoring junior staff or working on advisory projects, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax field.
How to prepare for a job interview at Lusona LLP
✨Showcase Your Tax Knowledge
Make sure to brush up on your UK personal tax regulations and recent changes. Being able to discuss specific tax scenarios or recent developments will demonstrate your expertise and commitment to the field.
✨Prepare for Client Scenarios
Since the role involves managing a portfolio of clients, think about how you would handle various client queries. Prepare examples of how you've successfully resolved issues in the past to showcase your problem-solving skills.
✨Highlight Your Communication Skills
Effective communication is key in this role. Be ready to discuss how you've built relationships with clients and colleagues, and provide examples of how you've communicated complex tax information in an understandable way.
✨Express Your Willingness to Learn
With a strong emphasis on technical development, it's important to convey your eagerness to learn and grow. Mention any relevant courses or qualifications you're interested in pursuing, such as the CTA, to show your commitment to professional development.
