At a Glance
- Tasks: Manage personal tax clients and provide expert tax planning advice.
- Company: Leading accountancy firm in Cheltenham with a focus on career progression.
- Benefits: Competitive salary, hybrid working, and ongoing professional development.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and deepen your expertise in personal tax compliance.
- Qualifications: Experience in personal tax and strong client communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
An exciting opportunity has arisen for a Personal Tax Senior to join a well-established accountancy firm in Cheltenham. This role is ideal for a tax professional seeking to deepen their expertise in personal tax compliance and advisory work, with excellent prospects for career progression.
Key Responsibilities
- Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, and partnerships
- Prepare and review self-assessment tax returns, ensuring accuracy and compliance with HMRC regulations
- Provide tax planning advice on income tax, capital gains tax (CGT), and inheritance tax (IHT)
- Assist with HMRC enquiries and liaise with clients to resolve tax-related queries
- Support advisory projects, including residence and domicile issues, trusts, and estate planning
- Work closely with senior team members to identify tax-saving opportunities for clients
- Mentor and support junior team members in their technical development
What We’re Looking For
- Previous experience in personal tax within a UK accountancy practice
- ATT qualified or studying towards CTA (or equivalent experience)
- Strong knowledge of self-assessment, CGT, IHT, and trust taxation
- Proficient with tax software such as CCH, Digita, or similar
- Excellent client communication skills, able to explain complex tax matters clearly and professionally
What’s on Offer
- Competitive salary and benefits package
- Hybrid working options to support work-life balance
- Ongoing professional development, with full CTA study support if required
- Exposure to a diverse client base, providing excellent hands-on experience
- Clear career progression within a supportive and dynamic tax team
This is a fantastic opportunity for a Personal Tax Senior to take the next step in their career within a progressive firm that values professional growth.
Please note: This role is only open to candidates with relevant UK accountancy practice experience. Visa sponsorship is not available.
Personal Tax Senior - Cheltenham employer: Taxation
Join a leading firm of accountants in Cheltenham that prioritises your professional growth and work-life balance. With competitive salaries, hybrid working options, and a commitment to ongoing development, this is an excellent opportunity for Personal Tax Seniors to thrive in a supportive environment while managing a diverse portfolio of clients. Experience clear career progression and the chance to mentor junior team members, making a meaningful impact in the field of personal tax compliance and advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work in personal tax. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of self-assessment and tax regulations. We recommend practising common interview questions related to personal tax compliance and advisory work to show you’re the right fit.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Personal Tax Senior role. We’ve got all the latest opportunities listed, and it’s the quickest way to get your application noticed!
We think you need these skills to ace Personal Tax Senior - Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your background makes you a great fit for us. Keep it professional but let your personality come through.
Showcase Your Client Communication Skills:Since client communication is key, include examples of how you've effectively explained complex tax matters in the past. We love seeing candidates who can connect with clients and make tax less daunting!
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 don’t miss out on any important updates from our team. Let’s get started on this journey together!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, especially around self-assessment, CGT, and IHT. Be ready to discuss specific cases or scenarios where you've applied this knowledge, as it shows you're not just familiar with the theory but can also put it into practice.
✨Showcase Your Client Communication Skills
Since you'll be dealing with HNWIs and business owners, it's crucial to demonstrate your ability to explain complex tax matters clearly. Prepare examples of how you've successfully communicated with clients in the past, especially when resolving queries or providing advice.
✨Highlight Your Teamwork and Mentoring Experience
This role involves working closely with senior team members and mentoring juniors. Think of instances where you've collaborated on projects or helped others develop their skills. Sharing these experiences will show that you're a team player who values professional growth.
✨Prepare for Technical Questions
Expect some technical questions related to tax planning and compliance. Practise answering questions about tax-saving opportunities or handling HMRC enquiries. This will help you feel more confident and demonstrate your expertise during the interview.
