At a Glance
- Tasks: Deliver top-notch personal tax services to high net-worth clients and manage their portfolios.
- Company: Join Sedulo, a forward-thinking firm dedicated to community impact and client success.
- Benefits: Enjoy a competitive salary, generous holiday allowance, and flexible working options.
- Other info: Collaborative team culture with clear paths for career progression.
- Why this job: Make a real difference in clients' lives while developing your career in a supportive environment.
- Qualifications: Newly qualified ATT/CTA with 4+ years in Private Practice Tax.
The predicted salary is between 50000 - 60000 £ per year.
At Sedulo we are building a world class team to deliver our mission to make positive changes in the communities we work in. We do this by:
- Working with our clients to transform their business and personal finances.
- Connecting and contributing to the business community in the cities we are located in.
- Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation.
- Being a great place to work and develop your career.
Role Purpose
Working closely with the Head of Personal Tax and other team members, you will be responsible for delivering a world class personal tax compliance service to clients.
Role Objectives
- Managing a portfolio of clients, including high net-worth individuals, directors and sole traders.
- Preparing self-assessment tax returns, acting as the first point of contact for queries and ongoing advice, building and maintaining strong client relationships.
- Completion of self-employed accounts and schedules of income from property.
- Completion of a portfolio of forms P11D and ensuring deadlines are met.
- Assisting with MTD for Income Tax submissions for relevant clients.
- Demonstration of knowledge with regards to tax credits, tax codes, gift aid relief claims for charities and dealing with HMRC Compliance.
- Working closely with the corporation tax compliance team to obtain information required to complete clients’ self-assessment tax returns.
- Ensure compliance with HMRC deadlines and regulations.
- Handle correspondence with HMRC on behalf of clients.
- Identify tax planning opportunities across income tax, capital gains tax, inheritance tax, remuneration planning, property income, and pensions.
Knowledge, Skills and Experience Required
- Newly qualified ATT/CTA with a minimum of four years’ experience in a Private Practice Tax environment.
- Confident in dealing with clients at all levels, excellent communication skills.
- Strong written communication skills to write in various styles as required.
- Technically strong with a passion for knowledge and the ability to think creatively.
- Maintain up-to-date technical knowledge of UK tax legislation.
- Ensure work is completed in line with internal procedures and risk standards.
- Support process improvements and efficiency initiatives.
- Excellent time management skills to ensure all deadlines are met.
- Strong organisational skills and ability to manage deadlines.
- Detail-oriented with a high level of accuracy.
- Proactive and commercially aware.
- Ability to work independently and as part of a team.
- Strong problem-solving mindset.
- Comfortable with Networking and Business Development.
In Return
We offer a competitive package designed to attract and retain talented professionals, including a market-aligned salary, study support where appropriate, generous holiday allowance, smart and agile working, and access to a supportive and collaborative team environment with clear opportunities for career progression. Our benefits are designed to help you thrive inside and outside of work:
- Competitive market-aligned salary.
- Company pension scheme.
- Death in service benefits (salary x 4).
- 26 days annual leave plus all bank holidays (which can be culturally flexed).
- Smart working (20% working from home) and agile working hours.
- Ability to work away from home remotely for up to 4 weeks per year.
Senior Personal Tax Advisor for Private Clients in Manchester employer: Sedulo
At Sedulo, we pride ourselves on being an exceptional employer, fostering a collaborative and supportive work culture that empowers our team members to thrive. With a focus on professional development, we offer clear career progression opportunities, competitive salaries, and generous benefits, including flexible working arrangements and a commitment to community engagement through the Sedulo Foundation. Join us in making a positive impact while advancing your career in a dynamic environment located in vibrant cities.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Personal Tax Advisor for Private Clients in Manchester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to potential colleagues. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to chat with someone from Sedulo, make sure to highlight your expertise in personal tax compliance. Share specific examples of how you've helped clients in the past, especially high net-worth individuals, to really showcase your value.
✨Be Proactive
Don’t wait for job openings to pop up on our website. Reach out directly to express your interest in joining the team. A friendly email or LinkedIn message can go a long way in making a memorable impression!
✨Prepare for Interviews
If you land an interview, do your homework! Understand Sedulo’s mission and values, and think about how your skills align with their goals. Be ready to discuss how you can contribute to their community-focused initiatives.
We think you need these skills to ace Senior Personal Tax Advisor for Private Clients in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in personal tax compliance and client management, as these are key for the Senior Personal Tax Advisor role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about personal tax and how you can contribute to our mission at Sedulo. Share specific examples of your past experiences that align with the role's objectives.
Show Off Your Communication Skills:Since strong written communication is crucial, ensure your application is clear, concise, and free of errors. This is your chance to demonstrate your ability to write in various styles, so make it count!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to join our world-class team.
How to prepare for a job interview at Sedulo
✨Know Your Tax Stuff
Make sure you brush up on the latest UK tax legislation and compliance requirements. Being able to discuss recent changes or trends in personal tax will show that you're not just technically strong, but also passionate about your field.
✨Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about specific situations where your communication skills made a difference, especially with high net-worth individuals or complex cases.
✨Show Your Problem-Solving Mindset
Be ready to discuss challenges you've faced in previous roles and how you overcame them. This could be anything from meeting tight deadlines to navigating tricky tax planning opportunities. Highlighting your proactive approach will impress the interviewers.
✨Demonstrate Team Spirit
Since you'll be working closely with the Head of Personal Tax and other team members, share experiences where you've successfully collaborated with others. Emphasise your ability to work independently as well, but don’t forget to showcase your teamwork skills!
