At a Glance
- Tasks: Manage your own portfolio of private clients and deliver high-quality tax compliance work.
- Company: Join a friendly, independent Scottish firm with a people-focused culture.
- Benefits: Enjoy a competitive salary, flexible working, and early Friday finishes.
- Other info: Opportunities for genuine career progression and involvement in ESG initiatives.
- Why this job: Gain exposure to complex tax issues while making a real impact for clients.
- Qualifications: ATT qualified with strong UK personal tax knowledge and excellent client communication skills.
The predicted salary is between 35000 - 42000 £ per year.
As a Personal Tax Senior, you will take responsibility for managing your own portfolio of private clients, including individuals, partnerships, and business owners, delivering high-quality compliance work. You will work closely with the Private Client Tax Manager and Tax Partner, gaining exposure to complex tax issues while enjoying the benefits of working in a friendly, close-knit team.
Identify tax planning opportunities and support with advisory work where appropriate. Liaise with HMRC, clients, and internal departments (audit and accounting) on tax matters.
About You
- ATT qualified (or equivalent)
- Strong technical knowledge of UK personal tax and confident in client communication.
- Organised and adaptable with a commercial and proactive mindset.
- A team player with a commitment to providing first-class client service.
Why Join this firm?
- Be part of an independent Scottish firm with a collaborative, people-focused culture.
- 36.5-hour week with an early Friday finish (3:00 PM) and flexible working policy.
- Workplace pension, 3x life cover, and access to an Employee Assistance Programme.
- Client and staff referral bonuses, and opportunities to join firm-wide ESG and well-being initiatives.
- Genuine career progression, demonstrated by team members who have risen through the ranks - including current partners.
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 in Dunfermline employer: PRO-TAX RECRUITMENT LIMITED
Join a leading independent Scottish firm as a Personal Tax Senior, where you will thrive in a collaborative and people-focused culture. Enjoy a flexible working policy, a 36.5-hour week with an early finish on Fridays, and numerous benefits including a workplace pension and career progression opportunities. This is an excellent opportunity to develop your skills while being part of a diverse team that values unique backgrounds and perspectives.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Dunfermline
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of UK personal tax. Be ready to discuss real-life scenarios and how you've handled complex tax issues in the past. Confidence is key!
✨Tip Number 3
Showcase your client communication skills during interviews. Share examples of how you've successfully liaised with clients and HMRC, and highlight your commitment to providing first-class service. This will set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Personal Tax Senior role!
We think you need these skills to ace Personal Tax Senior in Dunfermline
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Senior role. Highlight your ATT qualification and any relevant experience with UK personal tax. We want to see how your skills match what we're looking for!
Showcase Your Client Communication Skills:Since client communication is key in this role, give examples of how you've successfully interacted with clients in the past. We love seeing candidates who can demonstrate their ability to build strong relationships!
Be Organised and Proactive:In your application, mention how you stay organised and proactive in your work. We appreciate candidates who can manage their own portfolio effectively and identify tax planning opportunities without being prompted.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Brush up on your UK personal tax knowledge before the interview. Be ready to discuss specific tax issues and compliance work you've handled in the past. This will show that you’re not just qualified, but also genuinely interested in the role.
✨Show Off Your Client Skills
Since this role involves liaising with clients, prepare examples of how you've effectively communicated complex tax matters to non-experts. Highlight your ability to build relationships and provide first-class client service.
✨Be Organised and Adaptable
Demonstrate your organisational skills by discussing how you manage your portfolio of clients. Share examples of how you've adapted to changing circumstances or tackled unexpected challenges in your previous roles.
✨Embrace the Team Spirit
This firm values collaboration, so be prepared to talk about your experiences working in a team. Share how you’ve contributed to team success and supported colleagues, showing that you’re a true team player.
