At a Glance
- Tasks: Manage personal tax compliance and provide tailored advice to clients across various sectors.
- Company: Join a leading professional services firm with a commitment to equality and inclusion.
- Benefits: Enjoy a flexible hybrid working policy, 25 days annual leave, and a contributory pension scheme.
- Other info: Be part of a dynamic team with excellent career growth opportunities.
- Why this job: Make a real impact while developing your skills in a supportive team environment.
- Qualifications: Experience in personal tax compliance and strong communication skills are essential.
The predicted salary is between 45000 - 55000 £ per year.
We are recruiting for an experienced Senior Associate or Assistant Manager with a focus on the management of the personal tax compliance cycle. The role includes the provision of ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly landed estates and rural businesses. As a training office, there is also an expectation that the candidate would support the development of more junior staff in on-the-job training.
Key characteristics and skills required:
- A positive and enthusiastic attitude.
- A high level of motivation, ability and commitment.
- Previous relevant experience of management as they will be managing their own portfolio whilst also being responsible for reviewing the work of more junior tax staff.
- Experience in the delivery and management of personal tax compliance services.
- Excellent organisational and prioritisation skills are essential to ensure all deadlines are met.
- Experience in the provision of tailored advice, including inheritance and capital gains tax planning, international tax aspects, and trust planning.
- A broad base of advisory experience to permit work in most if not all of the above areas.
- Land based issues form a significant part of the current workload.
- Professional services background.
- Confident communicator to colleagues, partners and clients.
- Comfortable working on their own initiative as well as being a good team player.
- High attention to detail and the ability to work in a timely manner.
- Excellent IT skills.
The Team
The Personal Tax team consists of over 120 employees spread over 8 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships and trusts.
Rewards/Benefits
A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4). Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies. Eligibility for the firm’s Profit-Sharing Plan. Paid in December.
Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.
Senior Associate/ Assistant Manager - Personal Tax employer: Taxation
Join a dynamic and supportive team as a Senior Associate or Assistant Manager in Personal Tax, where you will not only manage your own portfolio but also play a vital role in mentoring junior staff. Our commitment to a positive work culture is reflected in our flexible hybrid working policy, generous benefits including a contributory pension scheme and profit-sharing plan, and a strong focus on equality, diversity, and inclusion. With opportunities for professional growth and development, this is an excellent place to build a rewarding career in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate/ Assistant Manager - Personal Tax
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that perfect role.
✨Tip Number 2
Prepare for interviews by researching the company and the team you'll be joining. We recommend practising common interview questions and even some role-specific scenarios. Show them you’re not just a fit for the job, but also for their culture!
✨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 position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Associate/ Assistant Manager - Personal Tax
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous personal tax compliance experience and any relevant advisory roles you've held. 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 showcase your enthusiasm for the role and explain why you're the perfect fit for our Personal Tax team. Don't forget to mention your experience with high-net-worth clients and any specific areas of expertise.
Showcase Your Team Spirit:Since you'll be supporting junior staff, it's important to demonstrate your ability to work well in a team. Share examples of how you've mentored others or collaborated on projects in your application. We love a good team player!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance, inheritance tax, and capital gains tax planning. Be ready to discuss specific cases or scenarios where you've provided tailored advice, especially in relation to trusts and partnerships.
✨Show Off Your Management Skills
Since you'll be managing your own portfolio and reviewing junior staff's work, prepare examples of how you've successfully led a team or mentored others. Highlight your organisational skills and how you prioritise tasks to meet deadlines.
✨Be a Confident Communicator
Practice articulating your thoughts clearly and confidently. You’ll need to communicate effectively with colleagues, partners, and clients, so think of examples where you've successfully navigated complex conversations or provided clear guidance.
✨Embrace the Team Spirit
While you should demonstrate your ability to work independently, also emphasise your teamwork skills. Share experiences where you collaborated with others to achieve a common goal, especially in a professional services environment.