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- Tasks: Manage personal tax cases and lead tax planning projects for clients.
- Company: Reputable accountancy practice with a focus on rural and high-net-worth clients.
- Benefits: Flexible working hours, hybrid options, and opportunities for professional growth.
- Other info: Great career progression in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real impact in tax planning and compliance.
- Qualifications: Experience in personal tax and strong leadership skills.
The predicted salary is between 40000 - 50000 £ per year.
A successful and highly regarded accountancy practice is searching for a Personal Tax Senior Advisor to join their team as a key addition. You will progress within this growing business with involvement in delivering a quality compliance service, whilst also having a significant focus on leading the delivery of wide-ranging tax planning and project work.
Client Details: Based in Wellington, the firm has an excellent reputation both regionally and further afield. The firm has a very good reputation acting for clients related to the rural/farming sectors with complex estates and HNWIs and families with IHT, succession/family/trust planning requirements. Part-time, flexible working hours can be explored alongside the right professionals looking for a full-time opportunity, along with a mix of home to office, hybrid working.
Description: Joining as Personal Tax Senior Advisor based from the firm's Wellington offices, you will manage a wide-ranging portfolio of personal tax cases and manage the wider team, reviewing their work and supporting their development while providing a quality compliance service. A significant proportion and focus of your role will be delivering wide-ranging tax planning services to the firm's clients across IHT, CGT, succession/family and trust planning, among others. The role provides an ideal opportunity for the right professional looking to further their career.
Personal Tax Senior Advisor in Somerset employer: Michael Page Finance
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Advisor in Somerset
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at the firm. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in personal tax, especially with IHT and succession planning. Share specific examples of how you've tackled complex cases to demonstrate your value.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to the firm and express your interest in the Personal Tax Senior Advisor role. A friendly email or call can go a long way in showing your enthusiasm and commitment.
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through our site gives you a better chance of standing out. So, don’t miss out on that opportunity!
We think you need these skills to ace Personal Tax Senior Advisor in Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior Advisor role. Highlight your experience in tax planning and compliance, especially with HNWIs and complex estates. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how you can contribute to our team. Be sure to mention any relevant projects or experiences that showcase your expertise.
Showcase Your Team Leadership Skills: Since this role involves managing a wider team, don’t forget to highlight your leadership experience. Share examples of how you've supported team development and delivered quality services in previous roles. We love seeing candidates who can inspire others!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Michael Page Finance
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and compliance requirements, especially those related to IHT, CGT, and trust planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to tackle complex cases.
✨Showcase Your Leadership Skills
Since this role involves managing a team and reviewing their work, be prepared to share examples of how you've successfully led projects or mentored colleagues in the past. Highlighting your leadership experience will demonstrate that you can support the development of others while delivering quality service.
✨Understand the Client Base
Familiarise yourself with the firm's client demographics, particularly those in the rural and farming sectors. Showing that you understand their unique challenges and needs will set you apart and indicate that you're genuinely interested in providing tailored solutions.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and how they support their clients. This not only shows your interest in the role but also gives you a chance to assess if the firm aligns with your career goals and values.