Personal Tax Assistant Manager
Personal Tax Assistant Manager

Personal Tax Assistant Manager

Borehamwood Full-Time 36000 - 60000 £ / year (est.) No home office possible
Sopher + Co

At a Glance

  • Tasks: Advise clients on tax matters and prepare complex tax returns.
  • Company: Join Sopher + Co, a trusted adviser for diverse clients since 1975.
  • Benefits: Competitive salary, fully funded study package, and extensive family benefits.
  • Why this job: Work with prestigious clients and drive your career in a supportive environment.
  • Qualifications: ATT qualified with strong tax knowledge and excellent communication skills.
  • Other info: Embrace change and challenge while enjoying great career progression opportunities.

The predicted salary is between 36000 - 60000 £ per year.

Due to continuous growth and expansion, we have an excellent opportunity for an experienced Assistant Personal Tax Manager to join the Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients.

Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.

Responsibilities:

  • Advising on inheritance and succession planning as well as dealing with and advising on trust matters
  • Reviewing clients' residency and non-domiciliary status including where applicable reference to the remittance basis charge
  • Assist with the P11Ds, PSA, and ATEDs seasons where required
  • Undertake technical research for clients and tax consultants as required
  • Preparing complex tax returns for a diverse range of clients and reviewing returns of a less complex nature
  • Provide assistance to junior members of the team

Qualifications:

Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C's - change, challenge and commitment. Ideally you will have relevant experience in a similar role, as well as a keen eye for detail, teamed with the ability to spot any inaccuracies or duplications and provide resolutions. Efficiency and accuracy are key as well as strong interpersonal skills, effective communication, and the ability to work to tight deadlines. You will also have/be:

  • ATT qualified
  • Good working knowledge of the SRT, tax treatment of non-doms and the remittance basis
  • Solid understanding of tax software
  • Strong knowledge of Microsoft Office Suite, particularly Excel and ideally proficient in CCH
  • The ability to self-manage and work autonomously

In Return:

We will offer you a competitive package, including fully funded study package, extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression. Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.

Job details:

  • Seniority level: Not Applicable
  • Employment type: Full-time
  • Job function: Accounting/Auditing and Finance
  • Industries: Accounting

Personal Tax Assistant Manager employer: Sopher + Co

Sopher + Co is an exceptional employer that prioritises employee growth and development, offering a competitive package alongside a fully funded study programme. Located in Borehamwood, the firm fosters a warm and friendly work environment where collaboration thrives, allowing you to engage with prestigious clients across diverse industries. With a strong commitment to equality and recognition of hard work, Sopher + Co empowers its employees to embrace change and challenge while driving their careers forward.
Sopher + Co

Contact Detail:

Sopher + Co Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Assistant Manager

✨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 current employees at Sopher + Co. Building relationships can open doors that a CV just can’t.

✨Show Off Your Skills

When you get the chance for an interview, make sure to highlight your experience with tax software and your knowledge of the SRT and non-doms. We want to see how you can bring value to our team, so be ready to share specific examples of your past work!

✨Prepare for the Unexpected

Interviews can throw curveballs, so be ready for technical questions or case studies related to personal tax. Brush up on your knowledge and practice explaining complex concepts clearly. We love candidates who can communicate effectively under pressure!

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining the Sopher + Co family.

We think you need these skills to ace Personal Tax Assistant Manager

Personal Tax Advisory
Inheritance and Succession Planning
Trust Matters
Residency and Non-Domiciliary Status Review
P11D Preparation
Technical Research
Complex Tax Return Preparation
Team Leadership
ATT Qualification
SRT Knowledge
Tax Treatment of Non-Doms
Remittance Basis Understanding
Tax Software Proficiency
Microsoft Office Suite (Excel)
Self-Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Personal Tax Assistant Manager role. Highlight your relevant experience, especially in tax matters and client advisory roles. We want to see how your skills align with what we do at Sopher + Co!

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 you can contribute to our team. Don’t forget to mention your commitment to change, challenge, and commitment – we love that!

Showcase Your Technical Skills: Since this role requires a solid understanding of tax software and Microsoft Office, make sure to highlight your proficiency in these areas. We’re looking for someone who can hit the ground running, so let us know what tools you’re comfortable with!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our fantastic team!

How to prepare for a job interview at Sopher + Co

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of inheritance and succession planning, as well as the tax treatment of non-doms. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also handle complex scenarios.

✨Show Off Your Attention to Detail

Since this role requires a keen eye for detail, prepare examples from your past work where you've spotted inaccuracies or duplications. Highlight how you resolved these issues, as it demonstrates your commitment to accuracy and efficiency.

✨Be Ready to Discuss Software Skills

Familiarise yourself with the tax software mentioned in the job description, especially CCH. If you have experience with Microsoft Excel, be prepared to discuss specific functions or projects where you've used it effectively.

✨Demonstrate Your Interpersonal Skills

This role involves working with a diverse range of clients and assisting junior team members. Think of examples where you've successfully communicated complex information or mentored others, as this will showcase your strong interpersonal skills.

Personal Tax Assistant Manager
Sopher + Co
Location: Borehamwood

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