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- Tasks: Manage personal tax cases and deliver tailored tax planning services.
- Company: Reputable Wellington-based accounting firm with a focus on rural clients.
- Benefits: Competitive salary, flexible hours, hybrid working, and career progression.
- Why this job: Join a supportive team and advance your career in personal tax.
- Qualifications: CTA qualified or studying, with experience in personal tax.
- Other info: Opportunity for growth in a dynamic and successful firm.
The predicted salary is between 30000 - 50000 £ per year.
Personal Tax Senior Advisor to join a Wellington based firm of accountants. Increasing planning/advisory delivery and career progression on offer.
About Our Client
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 equally alongside the right professionals looking for a full time opportunity. Along with a mix of home to office, hybrid working.
Job 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 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 as a few examples. The role provides an ideal opportunity for the right professional looking to further their career in personal tax within a superb team and firm of accountants.
The Successful Applicant
The firm is very interested to consider a range of experience and background to fit for this role. You may be either CTA qualified or studying and/or ATT/ACA/ACCA qualified. You will have either developed a focused personal tax career within accountancy practice/specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and you will be operating around the Personal Tax Senior Advisor levels. You will be seeking a career move with progression and chance to carve a career within a growing, highly successful firm of accountants.
What's on Offer
Range from £30,000 - £50,000 + dependent on experience and background and level of the right professional, negotiable with benefits.
Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.
Personal Tax Senior Advisor in Wellington employer: Michael Page (UK)
Contact Detail:
Michael Page (UK) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Advisor in Wellington
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior Advisor role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with personal tax cases. Highlight your expertise in IHT, CGT, and trust planning – it’s what they’re looking for!
✨Tip Number 3
Don’t just apply – engage! When you submit your application through our website, follow up with a friendly email. Express your enthusiasm for the role and mention how your background fits perfectly with their needs.
✨Tip Number 4
Prepare for interviews by practising common questions related to personal tax. Think about scenarios where you’ve successfully managed tax planning for clients. Confidence is key, so show them you’re the right fit for their team!
We think you need these skills to ace Personal Tax Senior Advisor in Wellington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Senior Advisor role. Highlight your expertise in personal tax, especially in areas like IHT and succession planning, to catch our eye!
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 your background makes you a great fit for our team. Keep it engaging and relevant to the job description.
Showcase Your Team Spirit: Since you'll be managing a team and supporting their development, let us know about your teamwork skills. Share examples of how you've collaborated with others in previous roles to deliver quality compliance services.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with our firm!
How to prepare for a job interview at Michael Page (UK)
✨Know Your Tax Stuff
Make sure you brush up on the latest personal tax regulations and planning strategies. Familiarise yourself with IHT, CGT, and trust planning as these are key areas for the role. Being able to discuss recent changes or trends in tax law will show your passion and expertise.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to this position. Highlight specific cases where you've successfully managed personal tax portfolios or provided advisory services. Use examples that demonstrate your ability to handle complex estates and high-net-worth individuals.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to tax planning and how they support their team’s development. This shows you're genuinely interested in the firm and eager to contribute to its success.
✨Emphasise Flexibility and Teamwork
Since the role offers part-time and hybrid working options, be ready to discuss how you can adapt to different working styles. Highlight your experience in collaborating with teams and mentoring others, as this is crucial for managing and supporting the wider team.
