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- Tasks: Manage trusts and tax compliance clients while providing advisory support to directors.
- Company: Reputable chartered accountants firm with a forward-thinking approach.
- Benefits: Competitive salary, flexible hours, hybrid work, and comprehensive health benefits.
- Why this job: Join a dynamic team and tackle complex challenges in personal tax.
- Qualifications: ATT/ACA/ACCA/CTA qualified with 3+ years in personal tax.
- Other info: Enjoy excellent work-life balance and career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
TPF Recruitment is recruiting for a fantastic firm of chartered accountants who are looking to strengthen their tax offering across Kent, Sussex, London and the South East with a Personal Tax Senior (Trusts & IHT). This highly reputable and growing firm of chartered accountants advises a diverse range of clients across the Southeast.
The practice is forward-thinking and offers an excellent working environment where you can enjoy the challenge of working with complex clients and building rewarding relationships, combined with flexibility, generous pay, an amazing team culture and a fantastic work-life balance.
You will be managing a portfolio of trusts and tax compliance clients as well as providing ad hoc planning and advisory support to the directors. The compliance will include preparation of trust accounts, preparation of trust self-assessment tax returns and R185s, preparation of IHT returns, preparation of estate tax returns, and preparation of personal tax returns. Ad hoc planning and advisory work will be diverse, interesting, and challenging. Full training and support are available if you haven't had exposure to trusts or estates.
Requirements
- You will be ATT/ACA/ACCA/CTA qualified or holding similar qualifications, with a career background within personal tax.
- You will have 3+ years of experience in either an accountancy practice or legal practice environment.
Benefits
- Competitive salary, dependent on experience and background, negotiable.
- Bonus scheme
- Flexible working hours
- Hybrid working
- Income protection
- Private medical insurance
- Pension scheme
- Study support as required and all subscriptions paid for.
Please apply for the vacancy or contact Tristan Finch for a confidential conversation.
You will be ACA/ACCA or qualified by experience with at least 3 years experience within practice. You will have worked as Semi Senior or Senior accountant within practice. Experience of Iris and cloud software such as Xero/Quickbooks would be advantageous.
Personal Tax Senior (Trusts & IHT) employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior (Trusts & IHT)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Ace the Informal Chat
If you get the chance for an informal chat or coffee with someone from the firm, take it! This is your chance to showcase your personality and passion for personal tax. Be prepared to discuss your experience and how you can add value to their team.
✨Showcase Your Skills
When you land that interview, make sure to highlight your experience with trusts and IHT. Use specific examples from your past work to demonstrate your expertise and problem-solving skills. We want to see how you can tackle complex client needs!
✨Apply Through Our Website
Don’t forget to 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 are proactive and engaged with our firm.
We think you need these skills to ace Personal Tax Senior (Trusts & IHT)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Senior role. Highlight your qualifications like ATT/ACA/ACCA/CTA and any relevant experience in personal tax, especially with trusts and IHT.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for working with complex clients and how you can contribute to the firm's forward-thinking approach.
Showcase Your Experience: When detailing your work history, focus on your 3+ years of experience in accountancy or legal practice. Include specific examples of your work with trust accounts, self-assessment tax returns, and any advisory roles you've held.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our amazing team!
How to prepare for a job interview at TPF Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and inheritance tax (IHT). Familiarise yourself with the latest regulations and common challenges in personal tax. This will show that you're not just qualified, but genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed a portfolio of clients or tackled complex tax issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your problem-solving skills.
✨Ask Insightful Questions
Think of questions that demonstrate your interest in the firm and the role. Ask about their approach to client relationships or how they support ongoing training and development. This shows you're keen to be part of their forward-thinking culture.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values team culture, so showing that you're a good fit for their environment can make a big difference. Relax, be genuine, and let them see the real you!
