At a Glance
- Tasks: Manage personal tax clients and provide top-notch service while building lasting relationships.
- Company: A respected independent accountancy practice with a supportive culture.
- Benefits: Hybrid working, flexible hours, career progression, and a friendly environment.
- Other info: Exceptional staff retention and exposure to diverse, high-quality clients.
- Why this job: Join a stable firm where your contributions are valued and recognised.
- Qualifications: Experience in personal tax, strong communication skills, and attention to detail.
The predicted salary is between 40000 - 50000 £ per year.
Location
Hybrid | Flexible Working Available
Trevor James Recruitment is delighted to be working in partnership with a long-established and highly respected independent accountancy practice to recruit a
Personal Tax Senior .
Our client is a successful five-partner firm employing around 50 people , offering the perfect balance of career opportunity and personal recognition.
Large enough to provide exposure to high-quality clients and interesting tax work, yet small enough that every member of the team is genuinely valued and known by name.
Having been established for over 40 years , the firm has built an outstanding reputation for providing trusted advice to individuals and businesses across a wide range of sectors.
Their collaborative approach means they work as genuine partners to their clients, helping them achieve their long-term goals.
This is an excellent opportunity for an experienced tax professional looking to join a stable, supportive firm where staff retention is exceptionally high and opportunities to join the team rarely become available.
The Role
As a Personal Tax Senior, you'll manage a varied portfolio of personal tax clients, providing an excellent level of service while building long-lasting client relationships.
Your responsibilities will include
- Managing a portfolio of personal tax clients from a range of industries.
- Preparing and reviewing Self-Assessment Tax Returns.
- Advising clients on personal tax planning opportunities.
- Managing HMRC correspondence and resolving client queries.
- Supporting Partners with more complex tax matters.
- Building strong relationships with clients and acting as a trusted adviser.
- Assisting with the development and mentoring of junior team members where appropriate.
About You
We're keen to speak with candidates who have
- Previous experience working within personal tax in an accountancy practice.
- Strong knowledge of Self-Assessment and UK personal tax compliance.
- ATT qualified, CTA studying/qualified, or qualified by experience.
- Excellent communication and client relationship skills.
- A proactive and organised approach with strong attention to detail.
- What's on Offer
- Hybrid working following an initial settling-in period.
- Flexible working hours to support a healthy work-life balance.
- Genuine career progression within a well-established firm.
- A supportive, friendly culture where your contribution is recognised.
- Exposure to a diverse and high-quality client portfolio.
- Exceptional staff retention and long-term career stability.
If you're looking to join a firm where you'll be more than just another employee, we'd love to hear from you.
For a confidential discussion about this opportunity, please apply today or contact
Dave at Trevor James Recruitment .
Know someone who could be a great fit?
Trevor James Recruitment offers a
£500 referral bonus for every successful introduction. Get in touch to find out more.
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StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Solihull
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Trevor James Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior in Solihull
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Trevor James Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Trevor James Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Trevor James Recruitment!
How to prepare for a job interview at Trevor James Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Trevor James Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Trevor James Recruitment. It helps to show our commitment!
