At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide tailored tax advice.
- Company: Join a progressive firm with a supportive and collaborative culture.
- Benefits: Enjoy competitive salary, hybrid working, and ongoing professional development.
- Other info: Great opportunities for career progression in a dynamic team.
- Why this job: Take your career to the next level while making a real impact on clients' financial success.
- Qualifications: Experience in personal tax compliance and strong communication skills required.
The predicted salary is between 51750 - 63250 £ per year.
- Personal Tax Senior / Assistant Manager Si Recruitment Edinburgh
- Personal Tax Senior / Assistant Manager
Are you an experienced personal tax professional looking to take the next step in your career?
We're looking for a Personal Tax Senior Associate / Assistant Manager to join a growing private client tax team, managing your own portfolio while providing high-quality compliance and advisory services to a diverse range of clients.
This is an excellent opportunity for someone who enjoys building long-term client relationships, mentoring junior colleagues and working on a varied mix of compliance and advisory work.
If you're looking to develop your career within a collaborative and supportive environment, we'd love to hear from you.
The Role
As a Personal Tax Senior Associate / Assistant Manager, you'll be responsible for managing a varied portfolio of private clients, delivering personal tax compliance services while identifying opportunities to provide valuable tax planning advice.
Responsibilities include
- Managing a portfolio of individuals, trusts, partnerships and LLPs, ensuring personal tax compliance obligations are completed accurately and on time.
- Reviewing personal tax returns and the work of junior team members, providing guidance and technical support.
- Acting as a key point of contact for clients, building strong relationships and responding to day-to-day tax queries.
- Providing tailored personal tax advice across areas including inheritance tax, capital gains tax, trusts and other private client matters.
- Supporting clients with tax planning opportunities throughout the compliance cycle.
- Working closely with managers and partners on more complex advisory projects.
- Mentoring and developing junior colleagues through coaching, on-the-job training and technical support.
- Ensuring work is delivered efficiently while maintaining high technical and professional standards.
- Collaborating with colleagues across the wider tax team to provide a seamless client experience.
About You
We're looking for someone who has
- Previous experience managing personal tax compliance within an accountancy or professional services environment.
- Experience managing a portfolio of private clients.
- Strong technical knowledge of UK personal tax compliance.
- Experience providing private client tax advice, including areas such as inheritance tax, capital gains tax and trusts.
- Exposure to land-based businesses, landed estates or rural clients would be advantageous but is not essential.
- Experience reviewing work and supporting the development of junior team members.
- Excellent organisational skills with the ability to manage multiple deadlines.
- Strong communication and relationship-building skills.
- A proactive, collaborative approach with excellent attention to detail.
- Strong IT skills and confidence using tax software.
- What's on Offer
- Competitive salary with an excellent benefits package.
- Hybrid and flexible working arrangements.
- A varied and interesting portfolio of private clients.
- Exposure to both compliance and advisory work.
- Ongoing investment in technical training and professional development.
- Genuine opportunities for career progression within a growing tax team.
- A collaborative and supportive working environment where your expertise and ideas are valued.
This is an excellent opportunity for an experienced Personal Tax Senior, Senior Associate or Assistant Manager looking to broaden their advisory experience, manage an interesting client portfolio and continue developing their career within a progressive and people-focused firm.
- Full-time
- #J-18808-Ljbffr
Personal Tax Senior / Assistant Manager employer: SI Recruitment
As a leading professional services business, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our employees benefit from ongoing training and development opportunities, ensuring they grow alongside the company while enjoying a supportive environment that prioritises exceptional client service and relationship building. Located in a vibrant area, we offer a unique chance to thrive in your career while making a meaningful impact in the commercial insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior / Assistant Manager
✨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 SI Recruitment, 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 / Assistant Manager
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 SI Recruitment'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 SI Recruitment. 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 SI Recruitment!
How to prepare for a job interview at SI Recruitment
✨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 SI Recruitment.
✨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 SI Recruitment. It helps to show our commitment!
