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- Tasks: Manage personal tax cases and provide tailored advice to clients.
- Company: Join a respected accountancy firm with a strong regional presence.
- Benefits: Enjoy flexible working, extra holiday options, and health support services.
- Why this job: Perfect for those seeking variety, technical challenges, and career progression in a collaborative team.
- Qualifications: Experience in tax compliance, strong report-writing skills, and ATT or CTA qualification preferred.
- Other info: Hybrid work model with 2-3 days on-site in Truro.
The predicted salary is between 36000 - 60000 £ per year.
Tax Senior / Manager – Personal Tax
Want to apply Read all the information about this position below, then hit the apply button.
Hybrid: 2 – 3 days on site
Based in Truro
Excellent salary + benefits package
Overview
If you\’re ready to take the next step in your tax career, this role offers the perfect blend of variety, technical challenge, and scope for progression.
You\’ll work as part of a friendly, collaborative tax team, managing a portfolio of personal tax clients that includes high-net-worth individuals and trusts. The position covers both compliance and advisory work, giving you the chance to use your expertise to deliver practical solutions while developing strong, long-term client relationships.
You will be supported in your career through ongoing training, exposure to interesting work, and the backing of experienced colleagues.
The Role
On a day-to-day basis, you will:
Manage a portfolio of personal tax cases, including trusts and HNW individuals
Prepare detailed reports and letters, offering advice on inheritance tax planning, residence, and domicile issues
Provide CGT advice on property, shares, and other assets for both UK and non-UK residents
Meet with clients to discuss and tailor their tax planning strategies
Review the work of junior team members and support their professional development
Prepare and review self-assessment tax returns and computations
Identify opportunities to introduce clients to other in-house services, such as financial planning
Request and maintain client information, and handle queries with confidence
Liaise directly with clients, HMRC, solicitors, and other professionals to ensure excellent service delivery
About You
Experience in tax compliance and advisory work, with strong report-writing skills
Part or fully ATT or CTA qualified (or equivalent) and up-to-date technical knowledge
An understanding of relevant compliance regulations and standards
Excellent organisational skills and the ability to work to deadlines
A professional, discreet approach and the ability to build strong client relationships
Benefits
Option to buy up to 5 extra days of holiday
Virtual GP access for you and your immediate family
Counselling and family support services
Group income protection
Health cash plan for everyday healthcare costs
Discounts on shopping and gym memberships
One volunteering day per year to support local causes
Why Join?
This is a chance to join a respected and growing accountancy firm with a strong regional presence. They offer a flexible and supportive working environment where people are encouraged to develop their skills and progress their careers.
50196CH
INDFIR
Tax Senior/Manager - Personal Tax employer: The Portfolio Group
Contact Detail:
The Portfolio Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior/Manager - Personal Tax
✨Tip Number 1
Network with professionals in the tax field, especially those who work with high-net-worth individuals and trusts. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance standards relevant to personal tax. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed tax cases or provided advisory services in the past. Highlighting your experience with CGT advice and inheritance tax planning will show that you're well-equipped for the challenges of this role.
✨Tip Number 4
Research the company’s values and recent projects to tailor your conversation during the interview. Showing that you understand their approach to client relationships and team collaboration will set you apart as a candidate who aligns with their culture.
We think you need these skills to ace Tax Senior/Manager - Personal Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in tax compliance and advisory work. Emphasise your report-writing skills and any relevant qualifications, such as ATT or CTA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to manage personal tax cases and build client relationships.
Showcase Your Technical Knowledge: In your application, reference your up-to-date technical knowledge of compliance regulations and standards. This will show that you are well-prepared for the challenges of the role.
Highlight Soft Skills: Don’t forget to mention your organisational skills and ability to work under deadlines. These soft skills are crucial for managing a portfolio of clients effectively.
How to prepare for a job interview at The Portfolio Group
✨Know Your Tax Regulations
Brush up on the latest tax compliance regulations and standards relevant to personal tax. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built strong relationships with clients in the past. This role involves managing a portfolio, so showcasing your interpersonal skills will be crucial.
✨Showcase Your Report-Writing Skills
Since the position requires preparing detailed reports and letters, bring along samples of your previous work or be ready to discuss your writing process and how you ensure clarity and accuracy.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and client management. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.
