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- Tasks: Manage a portfolio of personal tax clients and provide expert advice.
- Company: Join a friendly and growing tax team in Malvern.
- Benefits: Enjoy flexible working, social events, and a supportive culture.
- Other info: Perfect for those seeking work-life balance and career growth.
- Why this job: Take your career to the next level with autonomy and mentorship.
- Qualifications: ATT qualification or experience in a tax-focused role.
The predicted salary is between 30000 - 40000 £ per year.
We are 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
- 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 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 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 new 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 family to build your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies to interviews. This will help demonstrate your expertise in managing tax portfolios and client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Mixed Tax Senior - Join A Friendly & Growing Team in 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 mention your ability to manage client portfolios!
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 the supportive culture we value at StudySmarter.
Showcase Your Client Management Skills: Since this role involves managing a portfolio of clients, be sure to include examples of how you've successfully handled client queries or built relationships in previous roles. We love seeing your interpersonal skills in action!
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 corporation tax. Be ready to discuss your experience with tax compliance and any specific cases you've handled. This will show that you're not just qualified but also passionate about the field.
✨Showcase Your Client Management Skills
Since this role involves managing a portfolio of clients, think of examples where you've successfully built relationships or resolved client queries. Prepare to share how you’ve acted as a point of contact in previous roles, demonstrating your ability to provide clear and confident advice.
✨Emphasise Teamwork and Collaboration
This company values a supportive and collaborative culture, so be ready to talk about your experiences working in teams. Highlight instances where you’ve collaborated with colleagues to achieve a common goal or supported others during busy periods.
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics, the hybrid working model, 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.