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- Tasks: Manage personal tax planning and compliance, prepare tax returns, and provide tailored advice.
- Company: Optimum Tax Solutions Ltd. - experts in maximising income and wealth through tax planning.
- Benefits: Full-time role with opportunities for professional growth and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while enhancing your tax expertise.
- Qualifications: Strong knowledge of tax planning, compliance, and excellent communication skills required.
- Other info: Join a dedicated team with over 30 years of experience in the tax industry.
The predicted salary is between 36000 - 60000 £ per year.
Optimum Tax Solutions Ltd. specialises in helping individuals, small businesses, and business owners maximize their income and wealth through expert tax planning. With over 30 years of experience, the company provides tailored solutions to navigate the evolving tax landscape. By prioritising clients' financial goals, Optimum Tax Solutions enhances lifestyles and supports the journey toward financial independence. The team is dedicated to delivering professional and personalised tax services.
This is a full-time on-site role for a Personal Tax Manager and Planner, located in Fordingbridge. The responsibilities include managing various aspects of personal tax planning and compliance for clients, preparing tax returns, maintaining up-to-date knowledge of tax laws, and providing personalised tax advice. The role includes client consultations to identify opportunities for tax savings and support their financial planning objectives, ensuring all activities comply with current regulations and best practices.
Qualifications
- Strong knowledge of Tax Planning for individuals and small businesses
- Proficiency in Tax Compliance and Tax Preparation processes
- Expertise in Tax Law and related regulations
- Comprehensive understanding of general Tax principles and strategies
- Excellent analytical, problem-solving, and organizational skills
- Strong communication skills to consult with clients effectively
- Proven experience in personal tax management; relevant professional qualifications (e.g., ATT, CTA) preferred
- Ability to work independently and collaboratively in an on-site environment
Personal tax manager and planner in Salisbury employer: Optimum Tax Solutions Ltd.
Contact Detail:
Optimum Tax Solutions Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal tax manager and planner in Salisbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current tax laws and regulations. Be ready to discuss how you can help clients maximise their income and wealth – that’s what they want to hear!
✨Tip Number 3
Showcase your expertise! Create a portfolio or case studies that highlight your past successes in personal tax management. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Personal tax manager and planner in Salisbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager and Planner role. Highlight your experience in tax planning, compliance, and any relevant qualifications like ATT or CTA. We want to see how your skills align with what we do at Optimum Tax Solutions!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax planning and how you can help our clients achieve their financial goals. Keep it personal and engaging – we love a good story!
Showcase Your Knowledge: In your application, demonstrate your understanding of current tax laws and regulations. Mention any recent changes you've navigated or strategies you've implemented. This shows us you're proactive and up-to-date in the ever-evolving tax landscape.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the necessary updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Optimum Tax Solutions Ltd.
✨Know Your Tax Stuff
Make sure you brush up on the latest tax laws and regulations. Being well-versed in current tax planning strategies will show that you're not just knowledgeable but also proactive about staying updated in this ever-evolving field.
✨Showcase Your Client Skills
Prepare to discuss your experience with client consultations. Think of specific examples where you've identified tax-saving opportunities for clients. This will demonstrate your ability to provide personalised advice, which is key for the role.
✨Be Organised and Analytical
Since the role requires strong analytical and organisational skills, be ready to talk about how you manage multiple tasks and ensure compliance. Share any tools or methods you use to stay organised, especially when preparing tax returns.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s approach to client relationships or how they adapt to changes in tax legislation. This shows your genuine interest in their operations and helps you gauge if it’s the right fit for you.
