At a Glance
- Tasks: Manage a portfolio of personal tax clients and mentor junior team members.
- Company: Growing Leicester-based practice with a fantastic team environment.
- Benefits: Competitive salary, generous holidays, hybrid work, and parking.
- Other info: Opportunity for career development in a supportive environment.
- Why this job: Become a trusted advisor while contributing to the firm's growth.
- Qualifications: Experience in accountancy practice and managing personal tax clients.
Are you a personal tax professional who enjoys working closely with clients, building relationships, and developing others not just preparing returns? RECfinancial is working with a growing Leicester-based practice looking for a Personal Tax Client Senior / Assistant / Manager to take ownership of a portfolio and play a key role in their continued growth. The role is commutable from all areas of Leicestershire, Northampton and Warwickshire. The team are fantastic and create a superb environment.
The Role
- Youll manage your own portfolio of personal tax clients, becoming their trusted advisor while overseeing compliance and mentoring junior team members.
Key responsibilities:
- Manage a portfolio of personal tax clients
- Build strong, long-term client relationships
- Review and oversee personal tax compliance
- Meet clients and explain tax matters clearly
- Mentor and support the Accounts Technician
- Manage workflow and deadlines
- Contribute ideas to improve client service and efficiency
About You
Essential:
- Accountancy practice experience
- Experience managing personal tax clients
- Strong Self Assessment knowledge
- Experience with sole traders, partnerships, landlords & directors
- Confident reviewing work and supporting junior staff
- Strong communication and organisational skills
Desirable:
- Capital Gains Tax knowledge
- Awareness of Making Tax Digital
- Experience with TaxCalc, QuickBooks, or Dext
What Sets You Apart
Youre someone who builds trust quickly, communicates clearly, and enjoys helping others develop. Youre organised, proactive, and want to be part of a growing practice not just a job.
What Success Looks Like
Within 12 months, youll be the trusted point of contact for your clients, managing your portfolio confidently, developing junior staff, and contributing to the firms growth.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Senior in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as RECfinancial, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Senior in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch RECfinancial's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at RECfinancial. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at RECfinancial!
How to prepare for a job interview at RECfinancial
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for RECfinancial.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within RECfinancial. It helps to show our commitment!
