At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert advisory support.
- Company: Join a respected and growing independent accountancy practice in Colchester.
- Benefits: Enjoy competitive salary, hybrid working, and excellent professional development opportunities.
- Other info: Great career progression and mentoring opportunities in a collaborative culture.
- Why this job: Take ownership of your client portfolio and make a real impact in a supportive environment.
- Qualifications: ATT qualified with experience in UK personal tax and strong communication skills.
Personal Tax Senior
Colchester | Hybrid Working | £35,000 - £45,000 + Excellent Benefits
A highly respected and growing independent accountancy practice is looking to appoint a Personal Tax Senior to join its established tax team.
This is an excellent opportunity to take ownership of a varied portfolio of private clients, develop your advisory expertise and play an active role in mentoring junior colleagues. Working within a collaborative and forward-thinking environment, you'll gain exposure to a broad range of personal tax matters while building long-term relationships with clients.
The Role:
Working closely with Managers, Directors and Partners, you'll be responsible for managing your own portfolio of personal tax clients while supporting a variety of advisory and tax planning projects.
Responsibilities include:
- Managing a portfolio of personal tax clients, ensuring all compliance deadlines are met.
- Preparing and reviewing Self Assessment tax returns and personal tax computations.
- Advising clients on Capital Gains Tax (CGT), Inheritance Tax (IHT) and wider personal tax planning matters.
- Managing HMRC correspondence and resolving complex tax queries.
- Identifying tax planning opportunities and supporting advisory projects.
- Reviewing work prepared by junior colleagues and providing mentoring where appropriate.
- Building and maintaining strong long-term client relationships.
- Working closely with senior members of the tax team to deliver exceptional client service.
About YouThe successful candidate will ideally have:
- ATT qualified (CTA or CTA studying would be advantageous).
- Previous experience within Personal Tax gained in a UK accountancy practice.
- Experience managing a portfolio of private clients.
- Strong technical knowledge across UK personal tax compliance.
- Excellent communication and client relationship skills.
- A proactive approach with strong organisational and analytical abilities.
- Experience reviewing work and supporting junior colleagues would be beneficial.
Why Join?
- Join a highly regarded and expanding independent accountancy practice.
- Manage your own client portfolio with genuine autonomy.
- Excellent blend of compliance and advisory work.
- Supportive, collaborative culture with direct access to experienced senior professionals.
- Clear opportunities for progression and continued professional development.
- Hybrid and flexible working.
- Competitive salary and comprehensive benefits package.
This is an excellent opportunity for an ambitious Personal Tax Senior looking to broaden their technical expertise, build trusted client relationships and continue progressing their career within a firm that genuinely invests in its people.
This role is ideally suited to candidates with relevant experience gained within a UK accountancy practice.
Unfortunately, visa sponsorship is not available for this position.
NEW | Personal Tax Senior | Colchester | £35k£45k employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land NEW | Personal Tax Senior | Colchester | £35k£45k
✨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 Taxation, 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 NEW | Personal Tax Senior | Colchester | £35k£45k
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 Taxation'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 Taxation. 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 Taxation!
How to prepare for a job interview at Taxation
✨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 Taxation.
✨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 Taxation. It helps to show our commitment!
