At a Glance
- Tasks: Manage a diverse portfolio of clients and prepare personal tax returns.
- Company: Established Top 50 accountancy practice in London's vibrant West End.
- Benefits: Flexible hours, modern office, profit-sharing bonuses, and free breakfast.
- Other info: Family-oriented culture with excellent retention rates and social opportunities.
- Why this job: Join a supportive, tech-driven team and grow your career in tax compliance.
- Qualifications: Experience in personal tax compliance and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
Location: Central London (West End)
About Us: We are a well-established, medium-sized Top 50 accountancy practice with over 80 years of experience in providing high-quality tax and accounting services. Our firm is located in the heart of London's West End, offering a dynamic and flexible working environment. Due to exceptional growth and internal promotions, we are seeking to expand our Tax Department with the addition of a Personal Tax Compliance Senior.
The Opportunity: As a Personal Tax Compliance Senior, you will be managing your own portfolio of clients of approximately 200 clients, including high-net-worth individuals (HNWIs), entrepreneurs, sole traders, directors, non-residents, non-doms, landlords, Trusts, partnerships, and more. The role is an office based position. This is a fantastic opportunity for a tax professional with strong technical knowledge to further develop their career in a supportive, technology-driven, and family-oriented environment.
What We Offer:
- Dress for your diary (flexible dress code)
- Flexible working hours
- Minimum of 21 days annual leave
- Technology-enabled firm
- Family-oriented culture with fantastic retention rates
- Fixed profit-sharing bonus scheme available to all staff
- Brand new, modern office in central London
- Plenty of socializing opportunities
- Cycle and Electric Vehicle work scheme
- Free breakfast and fresh fruit provided daily
Key Responsibilities:
- Prepare personal tax returns for a diverse client base
- Manage and maintain strong client relationships
- Identify tax planning opportunities and provide tailored solutions to clients
- Assist with the wider compliance obligations of the tax team, including CGT returns & calculations, IHT returns, trust regulations, SEIS/EIS, and dealing with HMRC enquiries
- Maintain accurate records and ensure timely submission of client tax filings
Ideal Candidate:
- Proven experience in personal tax compliance, ideally with exposure to a broad range of clients, including HNWIs, entrepreneurs, and trusts
- Strong technical knowledge in personal tax, including experience in preparing complex personal tax returns
- Excellent communication skills and ability to manage client relationships effectively
- Ability to work independently and as part of a team
- Proactive and able to identify tax planning opportunities for clients
Personal Tax Senior employer: Permax Recruitment Limited
Contact Detail:
Permax Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Network like a pro! Attend industry events, join tax-related groups on LinkedIn, and connect with professionals in the field. You never know who might have the inside scoop on job openings or can refer you to someone looking for a Personal Tax Compliance Senior.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your best work, including examples of complex personal tax returns you've handled. This will help you stand out during interviews and demonstrate your strong technical knowledge.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Focus on how you can manage client relationships effectively and identify tax planning opportunities, as these are key aspects of the role.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to tailor your application to highlight your experience with HNWIs and your ability to work independently while being part of a team.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Compliance Senior role. Highlight your experience with HNWIs and complex tax returns, as this will show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax compliance and how your background aligns with our firm’s values. Keep it engaging and personal!
Showcase Your Technical Knowledge: We want to see your expertise in action! Include specific examples of tax planning opportunities you've identified or complex returns you've managed. This will demonstrate your strong technical knowledge and problem-solving skills.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our dynamic team!
How to prepare for a job interview at Permax Recruitment Limited
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around complex returns and HNWIs. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence.
✨Client Relationship Focus
Prepare examples of how you've built and maintained strong client relationships. Think about times when you identified tax planning opportunities for clients and how you communicated those effectively.
✨Show Your Team Spirit
While you'll be managing your own portfolio, teamwork is key. Be ready to share experiences where you've collaborated with others in your team or across departments to achieve a common goal.
✨Ask Smart Questions
At the end of the interview, have a few insightful questions ready about the firm's culture, technology use, or growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.