At a Glance
- Tasks: Manage a diverse portfolio of clients and provide top-notch tax compliance and advisory services.
- Company: Join a highly regarded firm of Chartered Accountants known for its supportive and dynamic team culture.
- Benefits: Enjoy flexible working, a strong pension scheme, and a variety of additional perks.
- Why this job: This role offers clear progression, ongoing training, and exposure to complex tax issues.
- Qualifications: ATT and/or CTA qualified or equivalent experience with at least 2 years in a UK Practice environment.
- Other info: Passionate candidates are encouraged to apply, even if they don't meet all criteria.
The predicted salary is between 36000 - 60000 £ per year.
Crowe Watson Recruitment is delighted to be working with a highly regarded firm of Chartered Accountants in Tarporley to recruit a Private Client Tax Senior. This is a fantastic opportunity to join a dynamic and supportive team offering flexible working, a strong company pension scheme, and a wide range of additional benefits. The successful candidate will play a key role in managing a varied portfolio of clients, providing high-quality tax compliance and advisory services.
The firm has built an outstanding reputation across the region for its commitment to both clients and staff, offering an environment where professionals are encouraged to develop and progress. You will be working alongside experienced tax professionals and have regular exposure to complex personal tax issues, including HNWIs, trusts, and estates. The role offers clear progression routes, ongoing training, and the opportunity to be involved in interesting and diverse tax planning projects.
At Crowe Watson, we pride ourselves on working closely with our candidates to find roles that match their career goals and aspirations. If you’re a dedicated tax professional seeking a new challenge in a friendly, forward-thinking practice, we’d be thrilled to hear from you. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Key Responsibilities
- Managing a portfolio of Private Client/Personal Tax clients
- Preparing and reviewing self-assessment tax returns
- Assisting with tax planning and advisory projects
- Liaising with HMRC and responding to client queries
- Supporting junior staff and reviewing their work
- Ensuring compliance with tax regulations and deadlines
Requirements
- ATT and/or CTA qualified or qualified by experience
- Strong knowledge of UK personal tax legislation
- Excellent communication and client relationship skills
- Must have a minimum of 2 years previous experience working within a UK Practice environment
- Ability to manage and prioritise workloads effectively
Contact Detail:
Crowe Watson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Network with professionals in the tax field, especially those who work with private clients. Attend industry events or join relevant online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Stay updated on the latest changes in UK personal tax legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the firm’s values.
✨Tip Number 3
Consider reaching out to current employees at Crowe Watson to gain insights into the company culture and expectations for the Private Client Tax Senior role. This can give you an edge during the interview process.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed client portfolios and handled complex tax issues in your previous roles. This will showcase your experience and problem-solving skills effectively.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in managing personal tax clients and your qualifications, such as ATT or CTA. Emphasise your communication skills and any experience with HMRC.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax compliance and advisory services. Mention specific experiences that demonstrate your ability to handle complex personal tax issues and your commitment to professional development.
Highlight Relevant Experience: In your application, focus on your previous roles within a UK Practice environment. Detail your experience with self-assessment tax returns, tax planning projects, and supporting junior staff to show you are a well-rounded candidate.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Crowe Watson Recruitment
✨Know Your Tax Legislation
Brush up on your knowledge of UK personal tax legislation, especially areas relevant to high-net-worth individuals, trusts, and estates. Being able to discuss recent changes or trends in tax law will show your expertise and commitment to the field.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to handle complex queries, as this role involves liaising with clients and HMRC.
✨Showcase Your Teamwork Abilities
Since the role involves supporting junior staff and collaborating with experienced professionals, be ready to discuss your experience working in teams. Share specific instances where you contributed to team success or mentored others.
✨Prepare for Technical Questions
Expect technical questions related to tax compliance and advisory services. Practise explaining your thought process when preparing self-assessment tax returns or handling tax planning projects to demonstrate your analytical skills.