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- Tasks: Manage personal tax cases and deliver tailored tax planning services.
- Company: Reputable Wellington-based accounting firm with a focus on rural and high-net-worth clients.
- Benefits: Competitive salary, flexible working hours, and opportunities for career progression.
- Why this job: Join a supportive team and advance your career in personal tax with real impact.
- Qualifications: CTA qualified or studying, with experience in personal tax within accountancy.
- Other info: Hybrid working options available in a dynamic and growing firm.
The predicted salary is between 30000 - 50000 £ per year.
Personal Tax Senior Advisor to join a Wellington based firm of accountants. Increasing planning/advisory delivery and career progression on offer.
About Our Client
Based in Wellington, the firm has an excellent reputation both regionally and further afield. The firm has a very good reputation acting for clients related to the rural/farming sectors with complex estates and HNWIs and families with IHT, succession/family/trust planning requirements. Part time, flexible working hours can be explored equally alongside the right professionals looking for a full time opportunity, along with a mix of home to office, hybrid working.
Job Description
Joining as Personal Tax Senior Advisor based from the firm's Wellington offices, you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development, providing a quality compliance service. A significant proportion and focus of your role will be delivering wide ranging tax planning services to the firm's clients across IHT, CGT, succession/family and trust planning, as a few examples. The role provides an ideal opportunity for the right professional looking to further their career in personal tax within a superb team and firm of accountants.
The Successful Applicant
The firm is very interested to consider a range of experience and background to fit for this role. You may be either CTA qualified or studying and/or ATT/ACA/ACCA qualified. You will have either developed a focused personal tax career within accountancy practice/specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm, and you will be operating around the Personal Tax Senior Advisor levels. You will be seeking a career move with progression and chance to carve a career within a growing, highly successful firm of accountants.
What's on Offer
Range from £30,000 - £50,000 + dependent on experience and background and level of the right professional, negotiable with benefits.
Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey.
Personal Tax Senior Advisor in Wellington employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Advisor in Wellington
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior Advisor role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience in personal tax and any specific projects you've worked on. We want to see how you can bring value to their team.
✨Tip Number 3
Be ready for those tricky interview questions! Brush up on common personal tax scenarios and be prepared to discuss how you'd handle them. This will show you're not just book-smart but also practical and ready to tackle real-world challenges.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Senior Advisor in Wellington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior Advisor role. Highlight your relevant experience in personal tax, especially any work with IHT, CGT, and trust planning. We want to see how your background fits with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how you can contribute to our team. Be sure to mention any specific experiences that relate to the rural/farming sectors or HNWIs.
Showcase Your Qualifications: Whether you're CTA qualified or studying, make sure to showcase your qualifications clearly. If you have ATT/ACA/ACCA credentials, let us know! We value diverse backgrounds and want to see what you bring to the table.
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and keep track of everything. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at Page Personnel
✨Know Your Tax Stuff
Make sure you brush up on the latest personal tax regulations and planning strategies. Familiarise yourself with IHT, CGT, and trust planning, as these are key areas for the role. Being able to discuss recent changes or trends in personal tax will show your passion and expertise.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to the Personal Tax Senior Advisor position. Highlight specific cases you've managed, especially those involving complex estates or high-net-worth individuals. This will demonstrate your capability and readiness for the challenges of the role.
✨Team Player Vibes
Since you'll be managing a team and supporting their development, be ready to discuss your leadership style. Share examples of how you've mentored others or contributed to a team's success. This will help the interviewers see you as a collaborative fit for their firm.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's approach to personal tax and their client base. Inquire about their plans for growth in the rural/farming sectors or how they support career progression. This shows you're genuinely interested in the firm and eager to contribute.
