At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and handle compliance and advisory work.
- Company: Join a dynamic firm in St Albans that values teamwork and individual contributions.
- Benefits: Enjoy 25 days holiday, income protection, life insurance, and flexible benefits.
- Why this job: This role offers a blend of technical challenge and client interaction in a supportive environment.
- Qualifications: Must be ATT qualified with experience in self-assessment and private client advisory work.
- Other info: Hybrid working model allows for both in-office collaboration and remote flexibility.
The predicted salary is between 36000 - 60000 £ per year.
Are you ready to take ownership of your own client portfolio? Do you thrive on building relationships with high-net-worth individuals and navigating the complexities of personal tax? Would you enjoy a collaborative hybrid role that combines technical challenge with client interaction? If so, my client is offering an exciting opportunity for a Private Client Tax Senior to join their dynamic team based in St Albans.
In this varied and rewarding role, you'll be responsible for managing a diverse portfolio of private clients, ranging from property owners to high-net-worth individuals and non-UK domiciled clients. Acting as the primary point of contact, you’ll handle a mix of compliance and advisory work including capital gains, partnerships, investment reliefs, and complex residence matters. You’ll work closely with other departments across the business and play a key part in client meetings, billing, and the delivery of technical advice under the guidance of an experienced Assistant Manager.
To be considered for this role, you must be ATT qualified and confident in managing tax matters across self-assessment, investment reliefs, and private client advisory work.
This hybrid position blends in-office teamwork with the flexibility of remote working. In return for your expertise, the role offers a supportive structure to grow your career and deepen your tax knowledge while contributing meaningfully to a growing and ambitious private client team, along with the following benefits:
- 25 days holiday, increasing with service
- Income protection cover
- Life insurance
- A comprehensive suite of additional flexible benefits
My client prides themselves on fostering an environment where talented professionals thrive. Their culture is built on mutual respect, curiosity, and teamwork — ensuring you are always supported while making a genuine impact with clients. You’ll join a business that values individual contribution and helps shape career paths that work for you.
If you’re looking for your next move in Private Client Tax with a forward-thinking and people-first firm, we’d love to hear from you. Apply now and take your next step with confidence.
Personal Tax Senior employer: Select Recruitment Specialists Ltd
Contact Detail:
Select Recruitment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Familiarise yourself with the latest developments in personal tax legislation and compliance. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 2
Network with professionals in the personal tax sector, especially those who work with high-net-worth individuals. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed client portfolios or resolved complex tax issues. Real-life examples will showcase your expertise and problem-solving skills, making you a more attractive candidate.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your conversations to reflect how your personal values align with theirs, particularly around teamwork and client interaction, to show you're a great fit for their environment.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the Personal Tax Senior position. Highlight key skills such as ATT qualification and experience with high-net-worth individuals in your application.
Tailor Your CV: Customise your CV to reflect your relevant experience in personal tax, compliance, and advisory work. Use specific examples that demonstrate your ability to manage a diverse portfolio and build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your understanding of the complexities involved. Mention your qualifications and how they align with the company's values and culture.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Select Recruitment Specialists Ltd
✨Showcase Your Client Management Skills
Be prepared to discuss your experience managing client portfolios, especially with high-net-worth individuals. Highlight specific examples where you've successfully navigated complex tax matters and built strong relationships.
✨Demonstrate Technical Knowledge
Brush up on key areas of personal tax, including self-assessment, capital gains, and investment reliefs. Be ready to answer technical questions and provide insights into how you would approach various tax scenarios.
✨Emphasise Team Collaboration
Since the role involves working closely with other departments, share examples of how you've effectively collaborated in previous roles. Discuss your ability to communicate complex information clearly and work as part of a team.
✨Express Your Enthusiasm for Continuous Learning
The company values growth and development, so convey your eagerness to deepen your tax knowledge. Mention any relevant courses or certifications you're pursuing or plan to pursue, showing your commitment to professional development.