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For Companies At a Glance
- 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, report-writing skills, and ATT or CTA qualification preferred.
- Other info: Hybrid work model with 2-3 days on-site in Poole or Salisbury.
The predicted salary is between 36000 - 60000 £ per year.
Tax Senior / Manager – Personal Tax
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
Hybrid: 2 – 3 days on site
Based in Poole or Salisbury office
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 industry, especially those who work with high-net-worth individuals and trusts. Attend relevant seminars or workshops to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest tax regulations and compliance standards. This will not only enhance your knowledge but also demonstrate your commitment to the field during interviews and networking events.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or the hiring firm to gain insights about the company culture and expectations for the Tax Senior/Manager role. This information can help you tailor your approach and show genuine interest.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight your experience with compliance and advisory work, as well as any unique strategies you've implemented for tax planning.
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, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of personal tax issues, particularly for high-net-worth individuals and trusts. Mention specific examples of how you've successfully managed similar portfolios in the past.
Showcase Your Soft Skills: In your application, highlight your organisational skills and ability to build strong client relationships. Provide examples of how you've effectively communicated with clients and colleagues in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at The Portfolio Group
✨Know Your Tax Regulations
Make sure you 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 commitment to staying updated in the field.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter, especially with high-net-worth individuals and trusts. Prepare to discuss how you would tailor tax planning strategies to meet their unique needs.
✨Showcase Your Report-Writing Skills
Since strong report-writing skills are essential for this role, be ready to provide examples of reports or letters you've prepared in the past. Highlight how your writing has helped clients understand complex tax issues.
✨Demonstrate Team Leadership
As you'll be reviewing the work of junior team members, think of examples where you've supported others in their professional development. Discuss how you foster collaboration and help build a strong team dynamic.
