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- Tasks: Manage a portfolio of self-assessment clients and prepare annual tax returns.
- Company: Join a well-established independent firm in the heart of Reading with a supportive team.
- Benefits: Enjoy a salary up to £52,000, flexible working patterns, and career progression opportunities.
- Why this job: This role offers ownership, great colleagues, and a unique office environment with historical features.
- Qualifications: Prior experience in accountancy and strong personal tax knowledge are essential.
- Other info: Open to flexing the role for the right candidate, regardless of experience level.
The predicted salary is between 39000 - 52000 £ per year.
Are you a Personal Tax Senior looking for a new opportunity in a supportive, well-established practice in the heart of Reading? This independent firm has a long-standing presence in the Thames Valley and is home to a 28-strong team across audit, accounts, tax and general practice. You'll be joining a friendly and collaborative personal tax team of six, based in their central Reading office - just a short walk from the train station.
The role - Personal Tax Senior
You'll manage your own portfolio of self-assessment clients, including individuals, partnerships, and trusts. The role includes:
- Preparing annual personal tax returns
- Managing budgets and billing
- Advising on Capital Gains Tax, Inheritance Tax, and estate planning
- Preparing P11Ds, PSAs, ATEDs, and other tax forms as required
- Supervising and mentoring junior tax staff
- Supporting client onboarding and assisting in meetings with prospective clients
- Assisting with workflow planning and departmental scheduling
What they're looking for
- Prior experience in an accountancy practice is essential
- Strong knowledge of personal tax and experience using tax software (they use Digita)
- Able to work independently and manage a portfolio with minimal supervision
- Excellent attention to detail and time management
- Good interpersonal and communication skills
Not sure if you're the right level? Let's talk. If you feel you're slightly too junior or too senior for this spec, still get in touch. The firm is open to flexing the role for the right person.
Why apply for this Personal Tax Senior role?
- Salary up to £52,000
- Central Reading location (RG1), walking distance from the station
- Varied client portfolio across personal tax, trusts, and partnerships
- Supportive and approachable team of professionals
- Career progression based on your performance - not just your time served
- Flexibility around working patterns
- Historic-meets-modern office with unique features dating back to the 1800s
If you're a Personal Tax Senior looking to step into a role with more ownership, great colleagues, and room to grow - this could be just the thing. Get in touch to find out more and apply!
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Senior - Reading employer: Pro-Finance
Contact Detail:
Pro-Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - Reading
✨Tip Number 1
Familiarise yourself with the specific tax software used by the firm, which is Digita. If you have experience with similar software, highlight that in your conversations to show your adaptability.
✨Tip Number 2
Network with professionals in the Reading area, especially those in personal tax roles. Attend local accounting events or join relevant online forums to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 3
Prepare to discuss your experience managing a portfolio of clients during interviews. Be ready to share specific examples of how you've handled complex tax situations or provided valuable advice to clients.
✨Tip Number 4
Research the firm’s history and values, particularly their commitment to diversity and inclusion. This will help you align your responses with their ethos and demonstrate that you’re a good cultural fit.
We think you need these skills to ace Personal Tax Senior - Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, especially any roles where you've managed a portfolio of clients. Include specific examples of your work with self-assessment clients, partnerships, and trusts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your ability to work independently. Mention your familiarity with tax software like Digita and how your skills align with the firm's needs.
Highlight Relevant Experience: In your application, emphasise your previous experience in an accountancy practice and your knowledge of Capital Gains Tax, Inheritance Tax, and estate planning. This will demonstrate your suitability for the role.
Showcase Soft Skills: Don't forget to mention your interpersonal and communication skills in your application. The firm values a collaborative environment, so illustrating your ability to mentor junior staff and support client onboarding will be beneficial.
How to prepare for a job interview at Pro-Finance
✨Showcase Your Tax Knowledge
Make sure to brush up on your knowledge of personal tax, especially areas like Capital Gains Tax and Inheritance Tax. Be prepared to discuss your experience with these topics during the interview, as they are crucial for the role.
✨Demonstrate Your Software Skills
Since the firm uses Digita for tax software, it would be beneficial to familiarise yourself with it if you haven't already. Highlight any relevant experience with tax software in your previous roles to show you can hit the ground running.
✨Prepare for Client Management Questions
As you'll be managing your own portfolio of clients, think about examples from your past where you've successfully handled client relationships. Be ready to discuss how you approach client onboarding and meetings with prospective clients.
✨Emphasise Team Collaboration
The firm values a friendly and collaborative environment, so be sure to highlight your interpersonal skills and experiences working in teams. Share examples of how you've mentored junior staff or contributed to team success in previous roles.
