At a Glance
- Tasks: Manage a diverse portfolio of clients and provide expert tax advice.
- Company: Respected accountancy practice with a strong regional presence.
- Benefits: Competitive salary, excellent benefits, and clear progression opportunities.
- Other info: Dynamic role with opportunities for mentoring and professional growth.
- Why this job: Join a supportive team and make a real impact on client success.
- Qualifications: Experience in personal or mixed tax and strong advisory skills.
The predicted salary is between 40000 - 65000 £ per year.
Excellent opportunity for a personal or mixed tax professional to join a regional employer of choice. Are you a personal or mixed tax specialist looking to take the next step in a well‑established regional firm with a strong presence across East Anglia? This respected accountancy practice is known for outstanding client relationships, technical excellence, and a supportive, collaborative culture. They are seeking an experienced Personal or Mixed Tax Professional to join their expanding tax team and play a key role in shaping client outcomes and future success.
The Role
This is a varied and rewarding role offering genuine autonomy, exposure to complex advisory work, and the chance to work closely with private clients or corporate clients on a variety of tax matters. You'll have the platform to deepen client relationships and contribute meaningfully to the firm’s ongoing growth.
Key Responsibilities
- Take ownership of a diverse portfolio of private clients
- Review personal and partnership tax returns, ensuring accuracy and full compliance with UK tax legislation
- Provide high‑quality advisory support across a wide range of personal tax matters, including Capital Gains Tax (CGT) and Inheritance Tax (IHT) planning
- Act as a trusted adviser and primary point of contact, building long‑term relationships based on trust and technical expertise
- Contribute to business development activity, including client meetings, proposals, and identifying new advisory opportunities
- Lead, mentor, and review the work of junior team members, supporting their professional development
- Assist with workflow planning, resource management, and ensuring key deadlines are consistently met
What's on offer
- Strong regional reputation with an excellent loyal client base
- High level of client interaction and advisory exposure
- Supportive leadership team and clear progression opportunities
- Excellent and competitive benefits package
Personal or Mixed Tax Senior to Manager, Ely employer: WestonBrook Associates
Join a well-established regional firm in Ely, renowned for its supportive and collaborative culture, where you can thrive as a Personal or Mixed Tax Senior to Manager. With a strong reputation across East Anglia, this employer offers excellent client interaction, genuine autonomy in your role, and clear pathways for professional growth, all while being part of a team that values technical excellence and long-term relationships. Enjoy a competitive benefits package and the opportunity to make a meaningful impact on client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Personal or Mixed Tax Senior to Manager, Ely
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend local events, join relevant groups on LinkedIn, and don’t be shy about reaching out to people for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience with personal and mixed tax matters. Share specific examples of how you've helped clients navigate complex tax issues – this will set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss recent changes in UK tax legislation and how they impact clients. This shows you're not just a candidate, but a knowledgeable professional who can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team in Ely.
We think you need these skills to ace Personal or Mixed Tax Senior to Manager, Ely
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal or Mixed Tax role. Highlight your expertise in personal tax matters, advisory work, and client relationship management to grab our attention.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax and how your background makes you the perfect fit for our team. Don’t forget to mention any specific experiences that relate to the responsibilities outlined in the job description.
Showcase Your Technical Skills:We’re looking for someone with a strong grasp of UK tax legislation. Be sure to include any relevant qualifications or training you've completed, especially in areas like Capital Gains Tax and Inheritance Tax planning, to demonstrate your technical excellence.
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 ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at WestonBrook Associates
✨Know Your Tax Stuff
Brush up on your knowledge of personal and mixed tax matters, especially Capital Gains Tax and Inheritance Tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build long-term relationships with clients. Think about times when you acted as a trusted adviser and how you contributed to client satisfaction and retention.
✨Demonstrate Leadership Potential
Since the role involves mentoring junior team members, be prepared to discuss your leadership style. Share experiences where you've led a team or supported others in their professional development.
✨Be Ready for Business Development Talk
Think about how you've contributed to business development in the past. Prepare to discuss strategies you've used to identify new advisory opportunities and how you can bring that experience to the firm.
