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Tax Semi-Senior

Harrow Permanent £31,500 - £41,500 per year View Job Description
Opportunity for Career Growth: A Semi-Senior role typically offers the chance to build on your existing skills and knowledge, gaining more responsibility and exposure to complex tasks. Increased Challenge and Learning: At a Semi-Senior level, you are often entrusted with a broader range of tasks and more independence in managing clients or projects.
  • Opportunity for Career Growth:
  • More independence in managing clients or projects:

About Our Client

Award winning, one of the best tax practices in the UK!

Located in North West London, this advisory firm specializes in providing expert guidance in areas such as accounting, tax, and financial planning. With a focus on delivering personalized services, they work closely with clients across various industries, including high-net-worth individuals, businesses, and entrepreneurs. Their team of professionals is known for its deep expertise and commitment to helping clients optimize their financial strategies while ensuring compliance with ever-changing regulations. Known for fostering strong, long-term relationships, they strive to support both personal and corporate financial growth.

Job Description

The key responsibilities of a Semi-Senior in a personal tax advisory role typically include:



  1. Client Management: Assisting in managing a portfolio of personal tax clients, including high-net-worth individuals, entrepreneurs, and families. You'll be the first point of contact for clients, ensuring their needs are met and maintaining strong relationships.


  2. Tax Compliance & Preparation: Preparing and reviewing personal tax returns, including income tax, capital gains tax, and inheritance tax. Ensuring all returns are accurate and compliant with current regulations.


  3. Advisory Support: Providing clients with advice on tax planning opportunities, including optimizing their tax positions, mitigating liabilities, and advising on wealth management strategies.


  4. Research & Analysis: Staying up-to-date with tax legislation and changes, conducting in-depth research to identify opportunities or challenges for clients, and providing relevant insights.


  5. Team Collaboration: Working closely with senior tax professionals to deliver solutions, supporting the preparation of reports, and assisting with complex cases.


  6. Administrative Duties: Managing deadlines, preparing documentation, and ensuring all client information is well-organized and up to date.


  7. Continuous Learning: Actively pursuing development opportunities to improve technical skills and knowledge, progressing toward a more senior role within the firm.



These responsibilities provide a mix of technical work, client interaction, and problem-solving, offering an excellent opportunity for personal and professional growth.

The Successful Applicant

The successful candidate for a Personal Tax Semi-Senior role will possess the following qualities:



  1. Strong Technical Knowledge: A solid understanding of personal tax matters, including income tax, capital gains tax, inheritance tax, and other relevant areas. Experience in preparing tax returns and providing advisory support is essential.


  2. Detail-Oriented: Precision is key when dealing with tax calculations and compliance. The ideal candidate will have excellent attention to detail and a thorough approach to work.


  3. Client-Focused: The ability to build and maintain strong relationships with clients is essential. You should be able to communicate complex tax issues in a clear and concise manner and be responsive to client needs.


  4. Proactive & Self-Motivated: You should be a self-starter, comfortable taking ownership of your workload and managing multiple client portfolios while meeting deadlines. A proactive approach to identifying tax planning opportunities is highly valued.


  5. Team Player: While the role involves a significant amount of independent work, the ability to collaborate with senior colleagues and work effectively as part of a team is important.


  6. Organizational Skills: The ability to juggle multiple priorities, manage time effectively, and ensure that all client-related tasks are completed in an organized manner.


  7. Desire to Learn and Grow: A commitment to continuous professional development, staying current with tax laws, and progressing toward a more senior position in the firm.


  8. ATT/ACA/ACCA/CTA Progression (Preferred): While not always required, pursuing or having achieved qualifications such as ATT, ACA, ACCA, or CTA is a strong advantage.



This individual will thrive in a dynamic, client-facing environment, offering both technical expertise and outstanding customer service.

What's on Offer

For the successful candidate, the following opportunities and benefits will be on offer:



  1. Career Development & Growth: A clear path for career progression with the opportunity to develop both technical and leadership skills. You'll gain exposure to a diverse client base and work on a variety of challenging projects, allowing you to build a strong foundation for advancing into senior roles.


  2. Mentorship & Training: Access to ongoing mentorship from senior professionals within the firm, as well as opportunities to attend internal and external training programs. You'll be supported in your pursuit of relevant professional qualifications, such as ACA, ACCA, or CTA.


  3. Competitive Salary & Benefits Package: A competitive salary reflecting your experience, along with a comprehensive benefits package. This may include pension contributions, health insurance, performance bonuses, and other perks.


  4. Work-Life Balance: A flexible working environment that promotes work-life balance, with options for remote working and flexible hours when possible. The firm values the well-being of its employees and understands the importance of maintaining a healthy balance between work and personal life.


  5. Exposure to High-Profile Clients: The opportunity to work with a diverse range of high-net-worth individuals, business owners, and entrepreneurs. This exposure will provide valuable insights and experiences that can enhance your professional reputation and career trajectory.


  6. Collaborative Work Environment: A supportive and inclusive team culture where you'll work alongside experienced professionals who are committed to sharing their knowledge and fostering your development. You'll be encouraged to ask questions, take on new challenges, and contribute to the success of the firm.


  7. Autonomy & Responsibility: As a Semi-Senior, you'll have the opportunity to take on increasing responsibility, manage your own client portfolios, and be an integral part of the team's success.


  8. Modern Office & Technology: Access to the latest tools and resources to help you perform at your best. The firm invests in modern technology and a comfortable, collaborative workspace.



In this role, you'll have the chance to thrive, learn, and progress while being well-compensated for your efforts.

Contact
David Elliot
Quote job ref
JN-022025-6660550
Phone number
+442072692287

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Harrow
Contract type
Permanent
Consultant name
David Elliot
Consultant phone
+442072692287
Job reference
JN-022025-6660550