At a Glance
- Tasks: Manage personal tax clients and provide expert advice on tax matters.
- Company: Established accountancy practice in Leeds with a supportive culture.
- Benefits: Competitive salary, hybrid working, flexible hours, free parking, and company socials.
- Other info: Opportunity for mentoring and exposure to various tax areas.
- Why this job: Grow your career in a dynamic environment with clear progression to Partner level.
- Qualifications: Minimum 3 years' experience in a tax-focused role and strong communication skills.
A well-established accountancy practice in Leeds is looking to recruit a Personal Tax Manager to join their growing tax team. This is an excellent opportunity for someone looking to build upon their personal tax experience whilst developing their advisory skills and progressing their career within a supportive and forward-thinking firm.
The role will focus primarily on personal tax compliance and advisory work, managing a varied portfolio of clients and acting as their key point of contact for tax matters. You'll enjoy regular face-to-face client meetings, providing practical advice and building long-term relationships.
The Role
- Managing a portfolio of personal tax clients
- Reviewing and submitting Self Assessment tax returns
- Handling HMRC compliance work, enquiries and correspondence
- Identifying and delivering tax planning opportunities
- Providing advice on income tax, capital gains tax and inheritance tax matters
- Supporting clients through a range of personal tax issues
- Working closely with senior leadership on more complex advisory projects
- Reviewing work and mentoring junior team members
- Opportunity to take on people management responsibilities if desired
- Exposure to other areas of tax as your career develops
About You
- Minimum 3 years' experience within a tax-focused role
- Strong personal tax compliance knowledge
- Experience of advisory work or a desire to develop in this area
- Confident communicating with clients and colleagues
- Strong relationship-building and communication skills
- Organised with excellent attention to detail
- Keen to progress your career within a growing practice
What's on Offer
- Salary of £45,000 - £50,000
- Hybrid working
- Flexible working hours
- Free parking
- Company pension
- Regular company socials
- Dress for your day policy
- Relaxed, welcoming office environment
- Genuine career progression with opportunity to progress to Partner level
To apply for this position, please submit your CV or contact Beth Davies at Unity Resourcing for more information.
Personal Tax Manager employer: Unity Resourcing Ltd
Join a rapidly growing organisation in Knaresborough as an HR Administrator, where you will benefit from a supportive work culture that prioritises employee wellbeing and development. With a generous benefits package including a bonus scheme, private medical insurance, and opportunities for career progression, this role is perfect for those looking to make a meaningful impact in HR while enjoying a balanced work-life environment. Embrace the chance to evolve your career in a forward-thinking company that values its employees and fosters a collaborative atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Unity Resourcing Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Unity Resourcing Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Unity Resourcing Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Unity Resourcing Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Unity Resourcing Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Unity Resourcing Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Unity Resourcing Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
