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- Tasks: Join a dynamic tax team managing your own client portfolio and assisting partners.
- Company: Be part of a reputable firm specializing in high-net-worth individuals and complex tax issues.
- Benefits: Enjoy a collaborative work environment with opportunities for training and professional growth.
- Why this job: Make a real impact by advising clients on tax planning and compliance while developing your skills.
- Qualifications: Ideal candidates should have experience in tax compliance and a strong understanding of UK tax laws.
- Other info: This role offers exposure to diverse client situations, including international tax matters.
The predicted salary is between 43200 - 72000 £ per year.
Role purpose This is an opportunity to join a dynamic tax team in their St Albans / Rickmansworth office. The postholder will be responsible for the annual compliance work on their own portfolio of clients, working directly for partners. They will also be responsible for assisting the partners with planning issues and for training and supervision of staff. The client base consists mainly of HNWIs including sole-traders and partnerships. Although the majority of our clients are UK resident; non-resident and non-domiciliary issues do arise and in particular planning for individuals coming to and from the UK. We also have a number of clients who are beneficiaries of UK and non-UK trusts. Key responsibilities Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate. Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them. Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax. Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure. Preparation a…
Private Client Tax Associate Director employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director
✨Tip Number 1
Make sure to familiarize yourself with the specific tax regulations and compliance requirements for high-net-worth individuals (HNWIs) in the UK. Understanding the nuances of income tax, capital gains tax, and inheritance tax will give you a significant edge during the interview process.
✨Tip Number 2
Network with professionals in the tax field, especially those who work with HNWIs. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the latest trends and challenges in private client tax.
✨Tip Number 3
Prepare to discuss your experience with both UK resident and non-resident tax issues. Be ready to share examples of how you've handled complex tax planning scenarios, as this will demonstrate your capability to manage the diverse needs of the client base.
✨Tip Number 4
Highlight any experience you have in training and supervising staff, as this is a key responsibility of the role. Be prepared to discuss your approach to mentoring others and how you ensure high standards in tax compliance and advisory work.
We think you need these skills to ace Private Client Tax Associate Director
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Private Client Tax Associate Director position. Understand the key responsibilities and required skills, especially those related to income tax, capital gains tax, and client management.
Tailor Your CV: Customize your CV to highlight relevant experience in tax compliance, advisory work, and client interaction. Emphasize any experience with high-net-worth individuals and knowledge of UK tax regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory work and your ability to manage a portfolio of clients. Mention specific experiences that align with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Morgan McKinley
✨Know Your Tax Fundamentals
Make sure you have a solid understanding of income tax, capital gains tax, and inheritance tax. Be prepared to discuss how these taxes apply to high-net-worth individuals and the specific challenges they face.
✨Demonstrate Client Management Skills
Since you'll be liaising with clients directly, showcase your communication skills and ability to manage client relationships. Prepare examples of how you've successfully handled client queries or issues in the past.
✨Highlight Your Team Leadership Experience
As this role involves training and supervising staff, be ready to talk about your leadership style and any relevant experience. Share specific instances where you've mentored or guided team members.
✨Prepare for Technical Questions
Expect technical questions related to tax planning and compliance. Brush up on recent changes in tax legislation and be ready to discuss how they might impact clients, especially those who are non-resident or beneficiaries of trusts.
