At a Glance
- Tasks: Manage a portfolio of personal tax clients and provide expert advice.
- Company: Established chartered accountants in Liverpool with a collaborative culture.
- Benefits: Competitive salary, study support, and hybrid working options.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Gain autonomy, work closely with decision-makers, and enhance your tax expertise.
- Qualifications: ATT qualified or QBE with 5+ years in personal tax.
The predicted salary is between 32000 - 38000 € per year.
A well-established firm of chartered accountants is looking to recruit an experienced Tax Senior. Based in modern City Centre offices, you will be reporting to the Directors and Partners, and tasked with managing a portfolio of personal tax clients. This role is ideal for an experienced tax professional, looking for autonomy over a client portfolio, direct access to senior decision-makers, opportunities to broaden into planning and advisory and support for continued professional development.
Key Responsibilities
- Manage a portfolio of personal tax clients, including directors and sole traders
- Act as the main point of contact for clients, building and maintaining strong professional relationships
- Prepare and review Self-Assessment tax returns accurately and in a timely manner
- Provide support on personal tax planning matters, including income tax, capital gains tax and basic inheritance tax considerations
- Ensure compliance with HMRC deadlines and requirements
- Liaise with HMRC on behalf of clients, resolving queries and managing correspondence
- Identify opportunities to provide additional services and refer to the Tax Director where appropriate
- Work collaboratively with the accounts team to ensure consistency across client engagements
- Assist with onboarding new clients and reviewing existing processes to improve efficiency
- Maintain up-to-date knowledge of relevant tax legislation and compliance requirements
Qualifications and Experience
- ATT qualified or Qualified by Experience (QBE)
- Minimum of 5 years' experience in a personal tax role within an accountancy practice
- Demonstrable experience managing a portfolio of clients independently
Skills and Attributes
- Strong technical knowledge of UK personal tax compliance
- Excellent communication skills, both written and verbal
- Ability to build trusted client relationships
- Highly organised with strong attention to detail
- Proactive and able to manage workload effectively to meet deadlines
- Commercial awareness and ability to identify advisory opportunities
- Experience using tax software such as TaxCalc and digital record keeping system
- Exposure to MTD ITSA or digital record keeping requirements
- Broader tax knowledge such as trusts, partnerships, or capital gains tax planning
Benefits
Based in the City Centre, close to transport links. This is a long-established and respected firm in Liverpool, with a collaborative, professional, yet down-to-earth culture. They offer a competitive salary, study support for professional qualifications such as ATT / ACA / CTA, alongside a hybrid working policy.
Personal Tax Senior in Liverpool employer: Vaisto Recruitment Ltd
Join a well-established firm of chartered accountants in the heart of Liverpool City Centre, where you will enjoy a collaborative and down-to-earth work culture. With competitive salaries, hybrid working options, and strong support for your professional development, this role as a Personal Tax Senior offers you the autonomy to manage your own client portfolio while working closely with senior decision-makers. Experience a fulfilling career with opportunities for growth in a respected firm that values its employees.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in Liverpool
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience managing client portfolios and your technical knowledge of personal tax compliance. We want them to see how you can add value right from the start!
✨Be Ready for the Interview
Prepare for common interview questions related to personal tax and think about examples from your past work that showcase your skills. Practising with a friend can help you feel more confident when it’s your turn to shine!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by the hiring team.
We think you need these skills to ace Personal Tax Senior in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications, like ATT or QBE, to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about personal tax and how your experience aligns with our needs. Don’t forget to mention your ability to build strong client relationships!
Showcase Your Technical Skills:We’re looking for someone with strong technical knowledge of UK personal tax compliance. Be sure to mention your experience with tax software like TaxCalc and any exposure to MTD ITSA, as this will set you apart from other candidates.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Vaisto Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax compliance. Be ready to discuss specific cases or scenarios you've handled, especially around self-assessment tax returns and capital gains tax. This will show that you're not just familiar with the theory but can apply it in real-world situations.
✨Build Rapport with Your Interviewers
Since this role involves managing client relationships, it's crucial to demonstrate your communication skills during the interview. Practice building rapport with your interviewers by engaging them in conversation and showing genuine interest in their experiences at the firm. This will highlight your ability to connect with clients.
✨Showcase Your Organisational Skills
Prepare examples that illustrate how you manage your workload effectively and meet deadlines. Discuss any tools or methods you use to stay organised, especially when dealing with multiple clients. This will reassure them that you can handle the demands of a personal tax portfolio.
✨Be Proactive About Learning
Express your enthusiasm for continued professional development. Mention any recent courses or qualifications you've pursued, like ATT or ACA, and how they relate to the role. This shows that you're committed to staying updated with tax legislation and improving your skills, which is a big plus for any employer.
