At a Glance
- Tasks: Prepare personal tax returns and assist with compliance for diverse clients.
- Company: Join Sopher + Co, a trusted name in tax and advisory services for over 50 years.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday entitlement.
- Other info: Friendly environment with ongoing training and unique career growth opportunities.
- Why this job: Develop your skills in a supportive team while working with prestigious clients across various sectors.
- Qualifications: Studying towards ATT qualification with experience in personal tax preferred.
The predicted salary is between 55000 - 65000 £ per year.
About us
Big decisions deserve clear thinking. At Sopher + Co, we've spent more than 50 years helping entrepreneurs and high-net-worth individuals navigate complex financial and commercial challenges. From tax planning and private office services to business advisory and technology, we bring everything together to make life simpler and help our clients focus on what matters most. We don't just solve problems. We build relationships, offer clarity, and give our clients the confidence to move forward. And it's our people who make that possible.
The role
We're looking for a Personal Tax Semi Senior to join our growing Tax team in our Borehamwood office. This is a varied role where you'll support a diverse portfolio of clients, preparing personal tax returns, assisting with tax compliance matters and working closely with senior members of the team to deliver a high standard of client service. You'll have the opportunity to build your technical knowledge while developing your career within a supportive and collaborative environment.
Other responsibilities include, but are not limited to:
- Preparing annual Self Assessment tax returns for individuals, partnerships and non-resident landlords.
- Preparing tax computations, including basic Capital Gains Tax calculations.
- Managing tax compliance for clients with multi-property rental portfolios.
- Assisting with HMRC enquiries and responding to requests for information.
- Drafting correspondence to clients, HMRC and other third parties.
- Preparing and submitting forms and supporting documentation required by HMRC.
- Liaising with clients to obtain information and resolve tax-related queries.
- Supporting senior members of the team with a variety of personal tax assignments.
- Maintaining accurate client records and ensuring work is completed within agreed deadlines.
What you'll bring
You're organised, proactive and committed to delivering a high standard of work. You enjoy building relationships with clients and colleagues and are confident communicating clearly and professionally. You have a keen eye for detail and enjoy working accurately, ensuring work is completed efficiently and to a consistently high standard. You're eager to continue developing your technical knowledge and enjoy working as part of a collaborative team where knowledge is shared and people support one another. You'll also bring:
- Studying towards the ATT qualification, or equivalent relevant experience.
- Previous experience in a Personal Tax role, ideally within an accountancy practice.
- Experience preparing Self Assessment tax returns for a range of clients.
- A good understanding of personal tax compliance and HMRC processes.
- Experience using tax software and Microsoft Office applications, particularly Excel.
- Strong organisational and time management skills.
- Excellent attention to detail and accuracy.
- Good written and verbal communication skills.
- The ability to work independently and manage your own workload effectively.
What you'll get in return
We offer a competitive salary and a comprehensive benefits package, designed to support your health, wellbeing, financial security and career development. Our benefits include (some available from day one, others after probation or length of service):
- Private Medical Insurance
- Life assurance (Death in Service)
- Group Income Protection (GIP)
- Employee Assistance Programme and 24/7 Digital GP access
- YuLife wellbeing platform
- Reward Gateway (employee discounts and cashback)
- Generous holiday entitlement, with the option to buy and sell leave
- Enhanced family-friendly policies
- Ongoing training and development opportunities
- Fully funded training packages with a generous exam reward structure
- Recognition and long-service milestones
- Cycle to Work scheme
- Discounted wills and LPAs
- Social committee and regular social events
- Fresh fruit in the office
Just as important is the environment. We're a friendly, supportive team where people enjoy working together and take pride in what they do. You'll have the opportunity to work with a well-known client base across a wide range of industries, gaining exposure that is genuinely unique and difficult to find elsewhere in a firm of our size.
Our commitment
Sopher + Co strongly believe in staff development and continuously encourage internal progression, supporting you to grow your career within the firm. We are committed to equality of opportunity in employment and expect all employees to act in accordance with this principle, recognising its importance to the success of our business.
Personal Tax Semi Senior in Borehamwood employer: Occupop
At Limetree Care Home in Tulse Hill, London, we pride ourselves on fostering a warm and supportive work environment where every team member is valued as part of our family. As a Domestic Assistant, you will enjoy competitive pay, generous holiday allowances, and opportunities for professional growth through funded qualifications, all while making a meaningful impact on the lives of our residents. Join us to be part of a compassionate team dedicated to maintaining a safe and welcoming home for those we care for.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Semi Senior in Borehamwood
✨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 Occupop, 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 Semi Senior in Borehamwood
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 Occupop'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 Occupop. 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 Occupop!
How to prepare for a job interview at Occupop
✨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 Occupop.
✨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 Occupop. It helps to show our commitment!
