At a Glance
- Tasks: Manage personal tax clients and deliver high-quality compliance work in a supportive team.
- Company: Forward-thinking accountancy practice with a focus on client relationships.
- Benefits: Hybrid working, 36 days holiday, pension contributions, and enhanced family leave.
- Other info: Dynamic environment with opportunities for volunteering and charity initiatives.
- Why this job: Join a progressive firm offering long-term career development and modern working practices.
- Qualifications: Experience in personal tax, strong communication skills, and attention to detail.
The predicted salary is between 35000 - 45000 £ per year.
My client, a well-established and forward-thinking accountancy practice, is looking to recruit an experienced Personal Tax Specialist to join their busy Northwich office. This is an excellent opportunity for a tax professional who enjoys managing client relationships, delivering high-quality compliance work and working within a supportive and collaborative team.
Reporting to the Client Director, the successful candidate will manage a portfolio of approximately (phone number removed) personal tax clients, including high-net-worth individuals, landlords and Court of Protection cases.
Duties will include:
- Managing a varied portfolio of personal tax clients
- Preparing, reviewing and submitting self-assessment tax returns
- Providing personal tax planning and compliance support
- Calculating and communicating tax liabilities to clients
- Preparing and filing P11Ds and administering benefits in kind
- Liaising with HMRC and third parties on behalf of clients
- Building strong client relationships and handling queries professionally
- Ensuring all work is completed accurately and within deadlines
- Keeping up to date with tax legislation and compliance requirements
To be suitable for this role you will have:
- Previous experience within an accountancy practice in a personal tax role
- Strong understanding of UK personal tax compliance
- Excellent communication and interpersonal skills
- Highly organised with strong time management abilities
- Able to work independently and collaboratively within a team
- Tax or accountancy qualifications (or studying towards) advantageous
- Proactive approach with strong attention to detail
- Comfortable managing sensitive and complex client matters
This role offers a basic salary dependant on experience plus excellent benefits including:
- Hybrid working after probation (3 office / 2 home)
- 36 days holiday including Bank Holidays & Christmas closure
- 5% employer pension contribution
- Buy/sell holiday scheme
- Enhanced family leave and sick pay
- Employee assistance programme & life assurance
- Volunteer days and charity initiatives
- Long service rewards and referral scheme
- On-site parking
This is a fantastic opportunity to join a progressive and people-focused firm offering long-term career development, modern working practices and a supportive team environment.
Email your CV today - if you do not hear from us within 5 working days, please assume you have not been successful.
Personal Tax Specialist employer: NMS Recruit Ltd
Join a well-established and forward-thinking accountancy practice in Northwich, where you will thrive in a supportive and collaborative team environment. With excellent benefits such as hybrid working, generous holiday allowance, and a focus on employee growth, this role as a Personal Tax Specialist offers a meaningful opportunity to manage diverse client relationships while contributing to a progressive firm dedicated to your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy world. Attend industry events or join online forums where you can meet potential employers or colleagues. Remember, sometimes it’s who you know that can help you land that Personal Tax Specialist role!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your previous work in personal tax compliance and client management. This will give potential employers a clear idea of what you bring to the table and how you can manage their clients effectively.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to personal tax roles. Think about scenarios where you've successfully managed client relationships or tackled complex tax issues, and be ready to share those stories.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our supportive team!
We think you need these skills to ace Personal Tax Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Personal Tax Specialist role. Highlight your previous experience in personal tax, client management, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of how you've managed client relationships and delivered high-quality compliance work.
Showcase Your Communication Skills:Since this role involves liaising with clients and HMRC, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to show us you can handle sensitive matters professionally.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity at our progressive firm!
How to prepare for a job interview at NMS Recruit Ltd
✨Know Your Tax Stuff
Brush up on your knowledge of UK personal tax compliance and recent legislation changes. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the field.
✨Client Relationship Focus
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you handled queries or resolved issues professionally, as this is key for the role.
✨Show Your Organisational Skills
Be ready to discuss your time management strategies and how you prioritise tasks. Since you'll be managing a varied portfolio, demonstrating your ability to stay organised under pressure will impress the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and their approach to personal tax planning. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
