At a Glance
- Tasks: Manage private client tax cases and provide expert tax advice.
- Company: Join a leading firm of Chartered Accountants in Bournemouth.
- Benefits: Enjoy flexible working, competitive salary, and career development opportunities.
- Why this job: Be part of a supportive team and make a real impact on clients' financial lives.
- Qualifications: ATT or CTA qualified with three years' experience in UK Practice.
- Other info: Open to applicants eager to grow, even if not meeting all requirements.
The predicted salary is between 34000 - 44000 £ per year.
Crowe Watson Recruitment is delighted to be partnering with a leading firm of Chartered Accountants in Bournemouth to recruit a Private Client Tax Senior. This is an excellent opportunity for a tax professional looking to take the next step in their career within a highly regarded and forward-thinking firm.
Benefits Include:
- Competitive Salary – £34,000 - £44,000/year (DOE)
- Flexible Working
- Company Pension
- Career Development Opportunities
- Supportive and Collaborative Work Environment
This role is ideal for someone who enjoys working closely with clients, providing expert tax advice, and taking on increasing responsibility within a growing and dynamic team.
Key Responsibilities:
- Managing a portfolio of private client tax cases
- Preparing and reviewing self-assessment tax returns
- Advising clients on personal tax planning and compliance
- Liaising with HMRC on behalf of clients
- Identifying and implementing tax planning opportunities
- Supporting and mentoring junior team members
Skills & Experience:
- ATT or CTA qualified (or working towards)
- Minimum of three years’ experience in a UK Practice environment
- Strong knowledge of personal tax legislation
- Excellent communication and interpersonal skills
- Ability to manage multiple deadlines and client relationships effectively
- Detail-oriented with a proactive approach to problem-solving
At Crowe Watson, we specialise in matching skilled professionals with leading accountancy firms. We are proud to be supporting this firm in their search for talent and are committed to making the recruitment process seamless and efficient. Even if you don’t meet every requirement, we’d still love to hear from you if you’re eager to grow and develop your career in private client tax.
Private Client Tax Senior employer: Crowe Watson Recruitment
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 in private client tax. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the latest trends and changes in personal tax legislation. Being well-informed will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client relationships and provided tax advice in your previous roles. This will showcase your experience and ability to handle the responsibilities of the Private Client Tax Senior position.
✨Tip Number 4
Consider reaching out to current or former employees of the firm for insights into their experiences. This can provide valuable information about the work environment and expectations, helping you tailor your approach during the application process.
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 private client tax. Emphasise your qualifications, such as ATT or CTA, and detail your experience in managing tax cases and preparing self-assessment returns.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory work. Mention specific examples of how you've successfully advised clients on personal tax planning and compliance, and express your enthusiasm for the opportunity to grow within a dynamic team.
Highlight Soft Skills: In your application, don't forget to mention your excellent communication and interpersonal skills. Provide examples of how you've effectively managed client relationships and supported junior team members in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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 Crowe Watson Recruitment
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest personal tax legislation and be prepared to discuss how it applies to real-world scenarios. This will demonstrate your expertise and readiness for the role.
✨Prepare Client Scenarios
Think of a few examples where you've successfully managed client relationships or provided tax advice. Be ready to share these stories, as they highlight your experience and ability to handle similar situations in the new role.
✨Demonstrate Communication Skills
Since this role involves liaising with clients and HMRC, practice articulating complex tax concepts in simple terms. This will show that you can communicate effectively with clients who may not have a tax background.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and client management. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.