At a Glance
- Tasks: Manage personal tax clients and ensure compliance through accurate tax computations.
- Company: Leading chartered accountants in Devon with a forward-thinking approach.
- Benefits: Competitive salary, career development opportunities, and supportive team environment.
- Other info: Great opportunity for career growth in a mixed compliance and advisory role.
- Why this job: Join a dynamic firm and make a real impact in personal tax advisory.
- Qualifications: ATT or CTA qualified, or studying towards CTA, with strong personal tax experience.
The predicted salary is between 34000 - 40000 £ per year.
Clark Wood are currently working with a leading firm of chartered accountants in Devon as they look to add a Personal Tax Senior to their team in Plymouth. The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns. As well as the day to day compliance work for your clients, you will be involved with the provision of tax planning advice.
The ideal candidate may be ATT qualified, CTA qualified or may be studying towards the CTA at present and will have a wealth of experience in Personal Tax work. Qualified by experience individuals will also be considered. This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Plymouth as a Personal Tax Senior in a mixed compliance and advisory role, where there will be genuine scope for career development.
Duties & Responsibilities
- Managing a portfolio of clients, acting as the main point of contact
- Preparation and review of personal tax returns
- Providing guidance, training and support to junior staff
- Identifying tax planning opportunities for individuals and trusts
- Assisting the partners with tax consulting work relevant to HNWI and trusts when required
Skills
- ATT Qualified / CTA Part or Fully Qualified / QBE
- Strong Personal Tax experience within a practice environment
Personal Tax Senior in Plymouth employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in Plymouth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join online forums, or even hit up LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience in personal tax. Bring examples of your work, especially any tax planning advice you've provided. This will help you stand out from the crowd.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for openings that match your skills and aspirations. Tailor your approach to each firm, showing them why you're the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the best choice for the Personal Tax Senior position.
We think you need these skills to ace Personal Tax Senior in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior role. Highlight your experience with personal tax clients, compliance work, and any relevant qualifications like ATT or CTA. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Be sure to mention any specific experiences that relate to managing portfolios or providing tax planning advice.
Showcase Your Experience: When detailing your work history, focus on your achievements in personal tax. Whether it's managing high-net-worth individuals or training junior staff, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on personal tax regulations and compliance. Familiarise yourself with the latest tax laws and how they apply to high-net-worth individuals and sole traders. This will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed a portfolio of clients or provided tax planning advice. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and client management. This demonstrates your enthusiasm for the role and helps you gauge if the company culture aligns with your career goals.
✨Be Ready to Discuss Development
Since this role offers genuine scope for career development, be prepared to discuss your career aspirations. Talk about how you see yourself growing within the firm and what skills you hope to develop further.