At a Glance
- Tasks: Manage client portfolios and prepare personal tax returns with expert advice.
- Company: Join a reputable independent accountancy firm in the Midlands.
- Benefits: Competitive salary, job security, career progression, and professional development support.
- Other info: Collaborative team environment with diverse client challenges and growth opportunities.
- Why this job: Make a real impact by advising clients on complex tax matters.
- Qualifications: Experience in client compliance and excellent communication skills required.
The predicted salary is between 32000 - 40000 £ per year.
A Personal Tax Senior will manage a portfolio of clients, ensuring the timely preparation and review of personal tax returns while providing high-quality advice on matters such as income tax, CGT, and IHT. The role also involves building strong client relationships, supporting advisory work, and mentoring junior team members.
You’ll be joining a well-established and growing independent accountancy firm with a strong presence across the Midlands. The firm has built an excellent reputation for delivering high-quality client service and works with a diverse portfolio, including owner-managed businesses, growing SMEs, and more established corporates. The team itself is collaborative and supportive, offering a good balance of technical development and client interaction. There is a clear focus on progression, with opportunities to take on increasing responsibility, develop client relationships, and gain exposure to a wide range of work across accounts, tax, and advisory services.
Description
- Main point of contact for clients to obtain relevant facts to process the client file.
- Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
- Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
- Dealing with HMRC enquiries, penalty notices etc.
- Liaising with clients and building and maintaining relationships.
- Advising on day to day tax queries from clients.
- Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
Profile
- Experience of working with client compliance work.
- Preparing tax within accountancy practice.
- Excellent verbal and written communication skills with internal and external people.
- Interpersonal relationship building.
- Excellent attention to detail.
- Analytical outlook, questioning where needed.
- Able to prioritise own workload.
- Can work to deadlines.
Job Offer
- A competitive salary ranging from £32,000 to £40,000 per annum. (Negotiable DOE)
- Permanent position offering job security and career progression.
- Opportunities to work within a professional services environment in Birmingham.
- Exposure to a diverse client portfolio and varied tax challenges.
- Support for professional development and further qualifications.
- Car Parking onsite.
Personal Tax Senior in Bromsgrove employer: Michael Page
Join a well-established and growing independent accountancy firm in Birmingham, renowned for its commitment to high-quality client service and a collaborative work culture. As a Personal Tax Senior, you'll benefit from a supportive environment that prioritises professional development, offering clear pathways for career progression while working with a diverse portfolio of clients. Enjoy competitive remuneration, job security, and the opportunity to mentor junior team members, all within a dynamic team focused on delivering exceptional advisory services.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Bromsgrove
✨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 Michael Page, 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 Personal Tax Senior in Bromsgrove
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 Michael Page'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 Michael Page. 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 Michael Page!
How to prepare for a job interview at Michael Page
✨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 Michael Page.
✨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 Michael Page. It helps to show our commitment!
