Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients and handle personal tax compliance and advisory work.
- Company: Join a dynamic accountancy practice with a focus on client service and professional growth.
- Benefits: Enjoy a competitive salary, flexible hours, and generous holiday allowance.
- Why this job: Make a real difference in clients' lives while developing your tax expertise.
- Qualifications: Experience in managing client portfolios and strong personal tax knowledge required.
- Other info: Opportunities for study support and extensive learning to boost your career.
The predicted salary is between 36000 - 60000 £ per year.
Working with our Tax Manager, the role offers the opportunity to experience a wide range of personal tax matters including compliance, advisory and planning work.
Key responsibilities:
- Management of a portfolio of clients consisting of sole traders, landlords, directors and non-resident individuals.
- Preparation and submission of Self‑Assessment Tax Returns and 60‑day Capital Gains Tax returns where applicable.
- Communicating tax liabilities to clients and providing the necessary information to enable them to pay their liabilities in line with relevant deadlines.
- Identifying tax planning opportunities within your portfolio, and communicating these to the company’s directors.
- Assisting the Tax Manager with ad‑hoc advisory projects.
The ideal candidate will:
- Have experience of managing their own portfolio of clients within a busy accountancy practice environment.
- Have experience of all aspects of the Self‑Assessment Tax Return process.
- Be ATT qualified or qualified by experience.
- Have strong technical personal tax knowledge and the ability to research and communicate technical information to both colleagues and clients.
- Have the ability to liaise with clients, resolving their queries in a timely manner.
- Be driven and proactive, ensuring that our commitment to providing excellent service levels to our clients is met.
What we offer:
- A competitive salary
- 21 days’ statutory holiday plus 4 days’ holiday at Christmas (pro rata)
- Auto enrolment contributory pension scheme
- Flexible working hours
- Extensive learning and development opportunities
- Study support would be considered for the right candidate
Tax Senior in Sunderland employer: Si Recruitment
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior in Sunderland
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a job opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss personal tax matters and showcase your experience with Self-Assessment Tax Returns. We want to see that you know your stuff!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your skills and interests. We’re always looking for driven individuals like you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’d be a perfect fit for the team.
We think you need these skills to ace Tax Senior in Sunderland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with managing client portfolios and any relevant tax qualifications to catch our eye!
Showcase Your Tax Knowledge: We want to see your strong technical personal tax knowledge! Include examples of how you've handled Self-Assessment Tax Returns or identified tax planning opportunities in your previous roles.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. Explain why you're a great fit for the Tax Senior role and how you can contribute to our commitment to excellent service levels.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Si Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around Self-Assessment Tax Returns and Capital Gains Tax. Being able to discuss these topics confidently will show that you're the right fit for managing a portfolio of clients.
✨Portfolio Management Experience
Be ready to talk about your experience managing client portfolios. Think of specific examples where you've successfully handled queries or identified tax planning opportunities. This will demonstrate your proactive approach and ability to provide excellent service.
✨Communication is Key
Prepare to showcase your communication skills. You’ll need to explain complex tax matters to clients clearly, so practice how you would break down technical information into simple terms. This will highlight your ability to liaise effectively with clients.
✨Show Your Drive
Employers love candidates who are driven and proactive. Share examples of how you've gone above and beyond in previous roles, whether it’s through taking on additional responsibilities or seeking out learning opportunities. This will align with their commitment to excellent service.
