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- Tasks: Manage a diverse personal tax portfolio and provide expert advice to clients.
- Company: Progressive independent accountancy practice in Bolton with a focus on growth.
- Benefits: Modern work environment, career progression, and a £500 referral bonus.
- Other info: Collaborative culture that encourages personal and professional development.
- Why this job: Join a supportive team and make a real impact in personal tax services.
- Qualifications: ATT or CTA qualified, or relevant experience in personal tax.
The predicted salary is between 35000 - 45000 £ per year.
Clark Wood are delighted to be working with a progressive, independent accountancy practice in Bolton that is continuing to grow and invest in its tax offering. Due to this ongoing expansion, they are now looking to recruit a Personal Tax Senior to join their established and collaborative team. This is a modern firm with a strong focus on people, relationships, and long-term development. They pride themselves on delivering high-quality personal tax and advisory services while maintaining a supportive culture where individuals are encouraged to grow, contribute ideas, and progress their careers.
Responsibilities
- Take responsibility for a varied personal tax portfolio, including high-net-worth individuals, company directors, partners, and business owners.
- Prepare and review self-assessment tax returns, deal with advisory queries, identify tax planning opportunities, and ensure compliance work is completed accurately and on time.
- Work closely with clients, building trusted relationships, and act as a key point of contact, providing clear and proactive advice.
- Support and mentor junior members of the team as the department continues to develop.
Qualifications
- ATT or CTA qualified or studying, or QBE with relevant experience.
- Background in personal/private client tax within an accountancy practice.
- Strong communication skills, a client-focused mindset, and the ability to manage deadlines effectively.
Benefits
- Opportunities within a forward-thinking independent firm that offers a modern working environment.
- Genuine career progression and a supportive, people-driven culture.
- A £500 referral bonus for any successful introductions.
Personal Tax Senior - Bolton employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior - Bolton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at the firm you're eyeing. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm prides itself on a supportive environment, think about how you can demonstrate your alignment with their focus on people and relationships during your chat.
✨Tip Number 3
Showcase your expertise! Be ready to discuss specific examples from your experience that highlight your skills in personal tax and client management. This is your chance to shine and prove you’re the right fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Senior - Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Senior role. Highlight your background in personal tax, client relationships, and any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've managed personal tax portfolios and built client relationships in the past.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application demonstrates your ability to convey complex tax information clearly. This will show us you can provide proactive advice to clients.
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 updates regarding your application status.
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and recent changes in legislation. Being able to discuss specific tax planning opportunities or compliance issues will show that you're not just knowledgeable but also genuinely interested in the role.
✨Build Rapport with Your Interviewers
Since this role involves building trusted relationships with clients, practice your communication skills. Be friendly, approachable, and ready to share examples of how you've successfully interacted with clients in the past.
✨Showcase Your Team Spirit
This firm values collaboration, so be prepared to discuss how you've supported and mentored junior team members in previous roles. Highlight any experiences where you've contributed to a positive team culture.
✨Prepare Questions That Matter
Think of insightful questions to ask about the firm's growth and development plans. This shows your interest in their future and how you can contribute to it, plus it gives you a chance to assess if the firm aligns with your career goals.