At a Glance
- Tasks: Manage your own portfolio of high-net-worth clients and handle personal tax returns.
- Company: Join a dynamic, independent accountancy practice in the heart of Central London.
- Benefits: Enjoy hybrid working, private medical insurance, life insurance, and 25 days holiday.
- Why this job: Be part of a flexible, supportive team with fun outings and a vibrant office culture.
- Qualifications: ATT/CTA qualified or nearing completion; experience with HNW clients preferred.
- Other info: Flexible hours and exciting team events like mini golf and bowling await you!
The predicted salary is between 36000 - 60000 £ per year.
Independent 3 partner accountancy practice is currently seeking a Tax Senior to join the team of 4 in the office based in Central London. The Tax Senior will manage their own portfolio and workload of HNW individuals in this busy but flexible client-facing role to provide a great service moving forward. The role is offering up to 57,000 (circa), hybrid working, medical insurance, and 25 days holiday.
The ideal candidate will be ATT/CTA qualified or close to completion and will have a broad knowledge and experience of tax.
Job OverviewHandling your own portfolio of HNW clients you will be tasked with:
- Preparation of personal tax returns
- Dealing with queries and HMRC
- Some Corporation tax requirements including assisting the accountants with corporate tax returns
- Handling clients IHT & Trust work
- Explaining tax information to clients and assisting with the tax planning moving forward
- Assist the Tax Director and other directors as required
- Preparing P11D's
- Experience with HNWI's and Non doms clients
- Experience handling a portfolio of clients preferable
- ATT or CTA desirable but QBE will be considered also
- Commutable distance to the City of London
- 45,000 - 57,000 per annum
- Private medical
- Life insurance
- 8% employer pension contributions
- Hybrid working (2 days in office per week)
- Flexible hours (9 - 5:30 are the standard but can accommodate most variations)
- In office massages in Jan, an excellent Christmas party, regular team lunches and outings (mini golf / bowling etc)
Tax Senior employer: Bennett and Game Recruitment
Contact Detail:
Bennett and Game Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work with high-net-worth individuals. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends affecting high-net-worth clients. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed a portfolio of clients in the past. Highlight any experience you have with tax planning and handling complex queries, as this will be crucial for the Tax Senior role.
✨Tip Number 4
Research StudySmarter's company culture and values. Understanding our approach to client service and team dynamics will help you tailor your conversations and show that you're a great fit for our team.
We think you need these skills to ace Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and any relevant qualifications like ATT or CTA. Emphasise your ability to manage a portfolio and your knowledge of tax regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax and client service. Mention specific experiences where you've successfully handled tax returns or dealt with HMRC queries, demonstrating your expertise.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as tax planning, communication with clients, and handling IHT & Trust work. Use examples to illustrate how you've applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is essential in the tax profession.
How to prepare for a job interview at Bennett and Game Recruitment
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax returns, corporation tax, and inheritance tax. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and confidence in dealing with HNW clients.
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've successfully built and maintained client relationships. Highlight any experience you have in explaining complex tax information in a way that clients can easily understand.
✨Demonstrate Flexibility and Adaptability
With the hybrid working model and flexible hours, it's important to show that you can adapt to different working environments. Discuss any previous experiences where you've successfully managed your workload in a flexible setting, and how you prioritise tasks effectively.
✨Prepare Questions for the Interviewers
Interviews are a two-way street, so come prepared with thoughtful questions about the firm’s culture, team dynamics, and expectations for the Tax Senior role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.