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For Companies At a Glance
- Tasks: Manage tax compliance and advisory for high-net-worth individuals and financial services clients.
- Company: Reputable accountancy firm prioritising work-life balance and career development.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for career advancement.
- Why this job: Join a supportive team and make a real impact in the tax services industry.
- Qualifications: Professional tax/accounting qualification and 3+ years of relevant experience.
- Other info: Collaborative environment with excellent training and development opportunities.
The predicted salary is between 38000 - 48000 £ per year.
This role involves managing tax compliance and advisory matters for a variety of financial services and law firms, in addition to high-net-worth individuals, company directors, and partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent accountancy practice in Dorset.
Client Details
Our client is a reputable accountancy firm with three offices across the South West. Their focus is on providing high-quality tax, audit, and advisory services to a diverse range of clients, whilst prioritising their employees' work-life balance and career development with generous benefits and professional development packages. Our client works closely with a number of local and national legal practices and financial planners, which has resulted in them having a specialised Financial Services Tax provision.
Description
- Manage and deliver tax services to a range of financial services clients.
- Provide tax planning and advisory services to clients.
- Prepare and review tax returns and ensure compliance with tax regulations.
- Collaborate with other team members to provide comprehensive service to clients.
- Develop strong client relationships through regular communication and excellent service.
- Identify potential tax planning opportunities for clients.
- Stay up-to-date with current tax laws and regulations in the professional services industry.
- Assist in the training and development of junior team members.
Profile
- Professional qualification in tax or accounting - ATT, ACA, ACCA, CTA.
- Three or more years' experience in providing personal tax services in a UK-based accountancy practice.
- Strong knowledge of tax laws and regulations.
- Excellent interpersonal and communication skills.
- Strong organisational skills and the ability to manage multiple tasks and deadlines.
Job Offer
- A competitive salary ranging from £38,000 to £48,000 per year.
- Comprehensive benefits package.
- Opportunity to work in a strong, independent and versatile accountancy firm in Wimborne or Shaftesbury.
- Opportunities for career development and advancement within the firm.
- A supportive and collaborative working environment.
We encourage all qualified candidates who are passionate about tax services in the professional services industry to apply for this exciting opportunity in Wimborne.
Private Client Tax Senior - HNWI\'s, Legal & Financial Services in Shaftesbury employer: ACCA Careers
Contact Detail:
ACCA Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior - HNWI\'s, Legal & Financial Services in Shaftesbury
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you land an interview, make sure to highlight your expertise in tax compliance and advisory services. Use specific examples from your past experiences to demonstrate how you’ve successfully managed client relationships and delivered results. We want to see your passion for tax services shine through!
✨Research the Company
Before any interview, do your homework on the firm. Understand their values, the types of clients they serve, and their approach to tax services. This will not only help you tailor your answers but also show that you’re genuinely interested in being part of their team.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about joining our fantastic team in Dorset.
We think you need these skills to ace Private Client Tax Senior - HNWI\'s, Legal & Financial Services in Shaftesbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications in tax or accounting, and any relevant experience with HNWI's or financial services clients. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax services and how your background aligns with our firm's values. Don't forget to mention your interest in career development and work-life balance – we value that too!
Showcase Your Communication Skills: Since this role involves developing strong client relationships, make sure to demonstrate your excellent interpersonal skills in your application. Whether it's through examples in your CV or your cover letter, let us know how you connect with clients and colleagues.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates about your application status. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at ACCA Careers
✨Know Your Tax Stuff
Make sure you brush up on the latest tax laws and regulations relevant to the role. Being able to discuss recent changes or trends in tax compliance and advisory services will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've developed strong client relationships in the past. Think about specific situations where your communication skills made a difference, especially with high-net-worth individuals or partnerships. This will demonstrate your ability to provide excellent service.
✨Be Ready to Discuss Team Collaboration
Since the role involves working closely with other team members, be prepared to talk about your experience in collaborative environments. Share instances where you contributed to a team project or helped train junior staff, highlighting your teamwork and leadership skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to tax planning or their professional development opportunities. This shows your enthusiasm for the role and helps you gauge if the firm aligns with your career goals.
