At a Glance
- Tasks: Manage a portfolio of personal tax clients and lead the delivery of tax services.
- Company: Dynamic and growing accountancy practice in Lisburn with a vibrant culture.
- Benefits: Attractive salary, performance bonuses, pension scheme, and free parking.
- Other info: Great career advancement potential in a modern office environment.
- Why this job: Join a supportive team and shape the future of personal tax services.
- Qualifications: Qualified tax or accounting professional with at least five years' experience.
The predicted salary is between 47250 - 57750 £ per year.
Our client is a dynamic, vibrant and growing specialist Accountancy Practice based in the Lisburn area.
Due to ongoing expansion, a superb opportunity has arisen for an experienced Personal Tax Senior to join the Firm.
The successful candidate will have the opportunity to build a long-term career with a Practice that rewards and recognises talent and achievement.
THE ROLE The successful candidate will take ownership of a portfolio of personal tax clients and to lead the delivery of their personal tax service.
This is a senior, client-facing role with genuine influence over how the department works — you will review the work of others, shape processes, and act as a first point of contact for clients and for the team.
Managing a substantial portfolio of personal tax clients for both NI and Republic of Ireland clients , including many in the medical sector, high-net-worth individuals, partnerships, company directors and landlords Acting as the primary point of contact for clients on their tax affairs, building enduring relationships and providing proactive, forward-looking tax planning Identifying planning opportunities across income tax, capital gains tax, inheritance tax and remuneration planning, and presenting them to clients clearly Advising on residency and domicile matters, property and rental income, share disposals, and pension contributions where relevant Preparing self-assessment tax returns for the firm's more complex clients Reviewing tax returns, income and expenditure accounts, rental accounts and supporting working papers prepared by junior colleagues, ensuring each file is accurate, complete and compliant before submission Checking HMRC tax calculations, PAYE coding notices and penalty determinations, and liaising with HMRC on adjustments Supervising, supporting and developing the tax team, allocating work and providing technical guidance and feedback Leading on the department's response to Making Tax Digital for Income Tax — educating clients, driving the conversion of their records to digital software, and embedding the new quarterly cycle into our processes Continuously reviewing and improving the personal tax workflow, with a particular interest in streamlining and automating routine work where it adds value THE PERSON Be a qualified tax or accounting professional — ATT and/or CTA, or ACA/ACCA with a strong personal tax bias Have at least five years' relevant personal tax experience, ideally gained within a small to medium sized practice Have demonstrable experience of managing a client portfolio and reviewing the work of others Have a track record of advising clients directly, including on non-routine and technical matters Be proficient in the use of Microsoft Office, especially Excel Have excellent organisation skills, accuracy and attention to detail Possess strong communication skills, both written and verbal, with the ability to explain complex tax matters to clients in plain terms SALARY An attractive salary benefits based on experience will be on offer to the successful candidate.
In addition, they can offer; An exciting opportunity to join a growing team with plenty of career advancement potential.
Potential for performance-based bonuses and commissions.
Access to the company pension scheme.
Free car parking in their modern office suite close to Lisburn city centre.
TO APPLY Please email your CV using the link below.
Alternatively, please contact Declan Rushe, Director on 0754 0481 760 in total confidence for further details.
I am contactable any day/evening to 9pm including weekends if easier to call after work.
Rushe Executive Search Ltd is acting as an Employment Agency for this position.
Personal Tax Senior - Mid Tier Practice in Lisburn employer: Rushe Executive Search
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StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Mid Tier Practice in Lisburn
✨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 Rushe Executive Search, 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 Personal Tax Senior - Mid Tier Practice in Lisburn
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 Rushe Executive Search'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 Rushe Executive Search. 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 Rushe Executive Search!
How to prepare for a job interview at Rushe Executive Search
✨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 Rushe Executive Search.
✨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 Rushe Executive Search. It helps to show our commitment!
