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- Tasks: Manage a portfolio of personal tax clients and provide expert advice.
- Company: Join a friendly and supportive tax team in Malvern.
- Benefits: Enjoy flexible working, social events, and a workplace pension.
- Other info: Great work-life balance with hybrid working options.
- Why this job: Take ownership of your work and build strong client relationships.
- Qualifications: ATT qualification or experience in a tax-focused role required.
The predicted salary is between 30000 - 40000 £ per year.
We’re excited to be recruiting a Mixed Tax Senior for our Malvern based client to join a supportive and collaborative tax team. This role offers the flexibility of hybrid working alongside adaptable hours to help you maintain a great work-life balance. They are ideally looking for a full-time team member (37.5 hours per week), but are happy to consider part-time applicants. This opportunity is perfect for someone who has recently completed their ATT qualification or already has experience in a tax-focused role and is ready to take the next step in their career.
What You’ll Be Doing
This is a varied and hands-on role where you’ll take real ownership of your work and build strong client relationships. Your responsibilities will include:
- Managing your own portfolio of approximately 330 personal tax clients, preparing tax returns and providing clear, confident advice
- Acting as a key point of contact for clients, supporting them with queries and guiding them through their tax affairs
- Liaising with HMRC on behalf of clients, including tax code updates, refund queries, and general correspondence
- Reviewing corporation tax returns and supporting wider tax compliance work
- Assisting with the preparation of P11Ds
- Attending client meetings and calls, building trusted relationships and delivering a high level of service
- Preparing and submitting Capital Gains Tax returns
- Supporting with Trust registrations via the Trust Registration Service
You’ll have autonomy over your client portfolio, while also benefiting from the support and expertise of senior colleagues, managers, and partners—especially during busy periods.
What’s on offer
- Flexible and hybrid working options
- A friendly, team-oriented culture
- Cycle to Work scheme
- Regular social events
- Workplace pension scheme
- Death in service benefit
Mixed Tax Senior - Join a Friendly & Growing Team in Great Malvern employer: Redwood Search
Contact Detail:
Redwood Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mixed Tax Senior - Join a Friendly & Growing Team in Great Malvern
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to tax roles. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills during interviews by sharing specific examples from your past experiences. Whether it’s managing client portfolios or liaising with HMRC, make sure to highlight how you've excelled in similar situations.
✨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!
We think you need these skills to ace Mixed Tax Senior - Join a Friendly & Growing Team in Great Malvern
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Mixed Tax Senior role. Highlight your ATT qualification or any relevant tax experience, and don’t forget to showcase your ability to manage client relationships!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express why you’re excited about joining our friendly team and how you can contribute to our supportive culture. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since this role involves managing a portfolio of clients, make sure to mention any previous experience you have in client-facing roles. Talk about how you’ve successfully handled queries and built strong relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Redwood Search
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax returns and HMRC processes. Being able to confidently discuss your understanding of tax regulations and how they apply to clients will show that you're ready for the role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about times when you’ve successfully handled queries or provided clear advice. This will demonstrate your ability to be a key point of contact for clients.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations, like dealing with a difficult client or managing a tight deadline. Practising your responses can help you articulate your problem-solving skills and adaptability.
✨Ask Insightful Questions
Prepare thoughtful questions about the team culture, hybrid working options, and how they support professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.