At a Glance
- Tasks: Prepare and review tax returns, advise clients, and ensure compliance with deadlines.
- Company: Join a dynamic accountancy practice in Berkshire, known for excellence and ambition.
- Benefits: Opportunity for career growth, work with a supportive team, and make a real impact.
- Why this job: Exciting chance to advance your career while helping clients navigate tax challenges.
- Qualifications: Qualified ATT or CTA, strong communication skills, and experience in a tax environment.
- Other info: Experience with Xero Tax and advanced Excel skills are a plus.
The predicted salary is between 43200 - 72000 £ per year.
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Preparation of tax returns for a portfolio of clients, including landlords.
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Review tax returns for other team members.
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Liaising with HMRC for ad hoc matters such as compliance checks, Let Property Campaign, Worldwide Disclosure Facility, 60 day CGT reporting.
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Advising clients of tax liabilities in a timely manner.
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Maintaining up to date knowledge of tax legislation.
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Overseeing the firms personal tax compliance to ensure all deadlines and KPIs are met.
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Providing advice to clients in a tax planning capacity, to cover all taxes including inheritance tax.
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Advising clients on residency matters.
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Working alongside and reporting weekly to our tax director.
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Solid foundational experience working in a Practice tax environment.
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Qualified ATT or CTA (or candidate in final stages of CTA qualification).
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Previous experience delivering excellent service to clients.
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Ability to work on own initiative unsupervised.
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Ability to work to strict deadlines.
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Excellent communication skills written and verbal.
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Accounts and corporation tax experience would be an advantage, but not essential.
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Previous exposure to tax software (specifically Xero Tax and Digita) would be an advantage, along with a prerequisite for advanced Excel skills.
We are working on a massively exciting opportunity for a Personal Tax Specialist to really catapult their career forwards.
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A highly successful, dynamic, ambitious accountancy practice based in the heart of Berkshire.
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Chartered Accountants, Chartered Tax Advisers and accredited to provide Probate Services.
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This role provides an exceptional opportunity for the right candidate to make a substantial contribution and progress with the Practice.
Personal Tax Manager employer: Pro Talent
Contact Detail:
Pro Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Make sure to highlight your experience in preparing tax returns and your familiarity with tax legislation. This role requires a solid foundational experience, so be ready to discuss specific cases where you've successfully managed client portfolios.
✨Tip Number 2
Demonstrate your ability to work independently and meet strict deadlines. Prepare examples from your previous roles where you successfully managed your time and delivered results without supervision.
✨Tip Number 3
Since communication is key in this role, practice articulating complex tax concepts in simple terms. Be prepared to showcase your excellent verbal and written communication skills during the interview.
✨Tip Number 4
Familiarize yourself with the specific tax software mentioned in the job description, like Xero Tax and Digita. If you have experience with these tools, be sure to mention it, as it will give you an edge over other candidates.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in tax preparation and compliance, especially with personal tax returns. Emphasize any relevant qualifications like ATT or CTA, and showcase your ability to work independently and meet deadlines.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your expertise in tax legislation and client advisory, and how you can contribute to the firm's success.
Showcase Communication Skills: Since excellent communication skills are crucial, provide examples in your application of how you've effectively communicated complex tax matters to clients. This could be through previous roles or specific projects.
Highlight Software Proficiency: If you have experience with tax software like Xero Tax or Digita, make sure to mention it. Also, highlight your advanced Excel skills, as these are advantageous for the role.
How to prepare for a job interview at Pro Talent
✨Showcase Your Tax Knowledge
Be prepared to discuss recent changes in tax legislation and how they might impact clients. Demonstrating your up-to-date knowledge will show that you are proactive and committed to providing excellent service.
✨Highlight Your Client Interaction Skills
Since the role involves advising clients on tax liabilities and planning, share examples of how you've successfully communicated complex tax information to clients in the past. This will illustrate your ability to build strong client relationships.
✨Demonstrate Initiative and Independence
The job requires the ability to work unsupervised. Prepare examples from your previous experience where you took the initiative to solve problems or improve processes without direct oversight.
✨Familiarize Yourself with Relevant Software
If you have experience with Xero Tax or Digita, be ready to discuss it. If not, consider researching these tools beforehand. Showing familiarity with tax software can set you apart from other candidates.