At a Glance
- Tasks: Manage a personal tax portfolio and assist clients with queries and advice.
- Company: Leading independent accountancy firm in Malvern with a supportive team.
- Benefits: Competitive salary, cycle to work scheme, social events, and pension scheme.
- Other info: Flexible start date and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference for over 300 clients.
- Qualifications: AAT qualified or experienced in tax within an accountancy practice.
The predicted salary is between 30000 - 42000 € per year.
Service Care Solutions are recruiting on behalf of a leading independent accountancy firm in Malvern for a Mixed Tax Senior to join the team on a permanent basis. The postholder will look after a personal tax client portfolio of 300+ clients.
Key Responsibilities
- Preparing the personal tax returns and assisting with client queries and advice, including at client meetings and phone calls.
- Contacting HMRC for a variety of purposes such as changing tax codes, chasing refunds, and other ad hoc queries.
- Reviewing corporation tax returns.
- Assisting in the preparation of P11Ds.
- Preparing and submitting Capital Gains Tax returns.
- Registering Trusts on the Trust Registration Service.
Candidate Criteria
- AAT qualified or Qualified by Experience
- Experienced in Tax within an accountancy practice
- Ability to run own personal tax portfolio with limited guidance
Benefits
- Cycle to Work scheme
- Social Events
- Workplace pension scheme
- Death in Service benefits
If you are interested in the role, or know of anyone who could be, please contact Rachel at Service Care Solutions.
Mixed Tax Senior employer: Service Care Solutions
Join a leading independent accountancy firm in Malvern, where you will be part of a supportive and dynamic team dedicated to professional growth and client success. With a strong focus on employee development, social events, and a comprehensive benefits package including a workplace pension and Death in Service benefits, this role offers a rewarding career path in a vibrant work culture that values collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Mixed Tax Senior
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about openings for Mixed Tax Seniors. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your tax knowledge and client management skills. Be ready to discuss how you’ve handled personal tax portfolios in the past, as this will show you’re the right fit for the role.
✨Tip Number 3
Don’t forget to showcase your soft skills! Being personable and approachable is key in tax roles, so be sure to highlight your communication skills during interviews and networking events.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like the Mixed Tax Senior position. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Mixed Tax Senior
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Mixed Tax Senior role. Highlight your AAT qualifications and any relevant tax experience to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax and how your experience aligns with our needs. Keep it friendly and professional, just like we are at StudySmarter.
Showcase Your Client Management Skills:Since you'll be managing a personal tax portfolio of 300+ clients, make sure to mention any previous experience in client management. We want to see how you handle queries and provide advice effectively!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Service Care Solutions
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around preparing tax returns and dealing with HMRC. Being able to discuss specific cases or recent changes in tax legislation will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Since you'll be managing a portfolio of 300+ clients, it's crucial to demonstrate your ability to handle client queries effectively. Prepare examples of how you've successfully managed client relationships in the past, particularly in challenging situations.
✨Prepare for Technical Questions
Expect some technical questions related to corporation tax returns and P11Ds. Practise explaining your thought process when tackling these tasks, as it will help you convey your expertise and problem-solving skills during the interview.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s approach to tax services or their client base. This shows that you're not only interested in the role but also in how you can contribute to their success.
