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- Tasks: Manage your own portfolio of diverse clients and handle annual tax returns.
- Company: Join a friendly 6-partner firm in Surrey with high staff retention.
- Benefits: Enjoy flexible hybrid working, a generous holiday package, and regular social events.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make an impact.
- Qualifications: You need to be a qualified Tax Advisor with over 3 years of personal tax experience.
- Other info: Ideal for those looking to advance their career in a dynamic environment.
The predicted salary is between 48000 - 72000 £ per year.
Private Client Tax Senior – Guildford, Surrey – 6 Partner Firm
Are you a qualified Private Client Tax Senior looking to further your career? Are you seeking to manage your own portfolio of clients?
Our client is a 6-partner firm based in Surrey. Their clients are a diverse mix of small and large, more complex entities. Ranging from start-up businesses to entities with complex affairs and assets in excess of £50m, their industry sectors include property, professional services, and natural resources. The firm prides itself on its friendly atmosphere and high staff retention rate.
Private Client Tax Senior responsibilities include:
- Dealing with annual tax returns for delegated clients
- Liaising with HM Revenue and Customs on behalf of clients
- Involvement in a wide range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
- Responding to client queries and issues
- Managing your own portfolio of private clients, trusts, and partnerships, including billing responsibilities
- Supporting Managers and Partners with their portfolios and ad hoc projects
- Training and supervising junior staff
As a Private Client Tax Senior, you will be/have:
- A Qualified Tax Advisor – ATT/CTA – or qualified by experience
- Over 3 years’ personal tax experience
- Experience managing your own portfolio of clients, including directors of owner-managed businesses, property clients, HNWIs, landed estates, non-UK domiciled individuals, and non-resident clients
- Ability to identify potential advisory opportunities
In return, as a Private Client Tax Senior, you will receive:
- Flexible hybrid working
- Generous holiday package
- Regular social events
If you are seeking Private Client Tax Senior roles in Guildford, contact Austin Rose, the Public Practice Recruitment Specialists.
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Private Client Tax Senior in Guildford) employer: Austin Rose Associates Limited
Contact Detail:
Austin Rose Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior in Guildford)
✨Tip Number 1
Network with professionals in the tax and accounting field, especially those who work in private client services. Attend local events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the specific challenges and opportunities within the private client tax sector in Guildford. Understanding local market trends can help you demonstrate your knowledge during interviews and show how you can add value to the firm.
✨Tip Number 3
Prepare to discuss your experience managing a diverse portfolio of clients. Be ready to share specific examples of how you've handled complex tax situations, as this will highlight your suitability for the role.
✨Tip Number 4
Familiarise yourself with the firm's key clients and sectors they operate in. Tailoring your conversation to reflect an understanding of their client base will show your genuine interest in the position and the firm.
We think you need these skills to ace Private Client Tax Senior in Guildford)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Tax Advisor and your personal tax experience. Emphasise your ability to manage a portfolio of clients and any relevant achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that relate to managing complex client portfolios and your understanding of personal tax assignments.
Highlight Relevant Skills: In your application, focus on skills such as client management, tax forecasting, and your ability to liaise with HM Revenue and Customs. These are crucial for the Private Client Tax Senior position.
Showcase Your Teamwork and Leadership: Since the role involves training and supervising junior staff, include examples of your leadership experience and how you've contributed to team success in past positions.
How to prepare for a job interview at Austin Rose Associates Limited
✨Know Your Tax Regulations
Brush up on the latest tax regulations and personal tax laws relevant to the role. Being able to discuss recent changes or trends in tax legislation will show your expertise and commitment to staying informed.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed a portfolio of clients in the past. Highlight your ability to handle complex cases and your approach to building strong client relationships.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific challenges you've faced in previous roles and how you resolved them. This could include dealing with HM Revenue and Customs or managing client queries effectively.
✨Emphasise Team Collaboration
Since the firm values a friendly atmosphere, share experiences where you've worked collaboratively with colleagues or trained junior staff. This will demonstrate that you can contribute positively to their team culture.
