At a Glance
- Tasks: Manage a diverse portfolio of clients and provide expert tax advice.
- Company: Respected accountancy firm with a strong regional presence.
- Benefits: Competitive salary, excellent benefits, and clear progression opportunities.
- Other info: Dynamic role with autonomy and opportunities for mentoring junior team members.
- Why this job: Make a real impact in a supportive environment while developing your career.
- Qualifications: Experience in personal or mixed tax and strong client relationship skills.
The predicted salary is between 40000 - 65000 £ per year.
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 known for outstanding client relationships, technical excellence, and a supportive, collaborative culture 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
If you're passionate about tax, enjoy working closely with clients, and are looking to make a real impact within a respected Cambridgeshire firm, this is an opportunity not to be missed.
Personal or Mixed Tax Senior to Manager, Ely employer: WestonBrook
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 focus on employee growth, you'll enjoy genuine autonomy, high levels of client interaction, and the opportunity to mentor junior team members while contributing to the firm's success. Benefit from a competitive package and a loyal client base that values your expertise in tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Personal or Mixed Tax Senior to Manager, Ely
✨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 WestonBrook, 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 or Mixed Tax Senior to Manager, Ely
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 WestonBrook'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 WestonBrook. 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 WestonBrook!
How to prepare for a job interview at WestonBrook
✨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 WestonBrook.
✨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 WestonBrook. It helps to show our commitment!
