At a Glance
- Tasks: Prepare personal tax returns and advise clients on tax matters.
- Company: Growing accountancy practice in Spalding with a supportive team.
- Benefits: Hybrid working, competitive salary, and professional development opportunities.
- Other info: Clear career progression and exposure to high-net-worth clients.
- Why this job: Join a dynamic team and work with diverse clients to enhance your tax skills.
- Qualifications: ATT-qualified or part-qualified with personal tax experience.
We're recruiting a Personal Tax Senior for a growing accountancy practice in Spalding. This is an excellent opportunity for an ATT-qualified or part-qualified tax professional with UK practice experience who is looking to develop their career in personal tax and private client services. You'll work with a varied portfolio of clients, including sole traders, company directors and owner-managed businesses, with opportunities to gain experience with larger and more complex clients.
Key Responsibilities
- Prepare Self Assessment personal tax returns
- Prepare P11D forms and advise on benefits in kind
- Prepare PAYE Settlement Agreements (PSAs)
- Prepare Capital Gains Tax computations
- Prepare in-year CGT on UK Property returns
- Deal with HMRC correspondence and client queries
- Provide support on personal and partnership tax matters
- Assist with IHT, CGT and Income Tax advisory work
- Support ad-hoc tax projects and technical queries
- Communicate effectively with clients, HMRC and internal teams
- Coach and support junior members of the tax team
About You
- ATT qualified, part-qualified or qualified by experience
- Previous personal tax experience within an accountancy practice
- Strong technical knowledge of Personal Tax, Partnership Tax and CGT
- Good understanding of Income Tax and IHT
- Experience dealing with HMRC and client queries
- Experience supporting or coaching junior team members
- CCH experience advantageous, but training provided
- Strong attention to detail and organisational skills
- Excellent communication and client relationship skills
- Proactive, professional and keen to progress
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits
- Varied personal tax client portfolio
- Exposure to HNW and complex private clients
- Professional development and training
- Supportive and collaborative team
- Clear career progression
- Opportunity to develop your tax advisory skills
Location
Spalding, Lincolnshire. Commutable from Peterborough, Stamford, Bourne, Boston, Wisbech, Market Deeping and surrounding areas.
Apply today for a confidential discussion with Jack Wood.
Personal Tax Senior – Spalding employer: Oscar Wood Careers
Join a well-established accountancy and tax advisory practice in Thame, where you will thrive in a supportive and forward-thinking environment. With a focus on employee growth, this role offers the chance to mentor junior team members while managing a complex portfolio of clients, all within a culture that values flexibility and work-life balance. Enjoy competitive remuneration and the opportunity to make a meaningful impact in a dynamic team dedicated to excellence in trust management.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior – Spalding
✨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 Oscar Wood Careers, 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 – Spalding
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 Oscar Wood Careers'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 Oscar Wood Careers. 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 Oscar Wood Careers!
How to prepare for a job interview at Oscar Wood Careers
✨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 Oscar Wood Careers.
✨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 Oscar Wood Careers. It helps to show our commitment!
