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- Tasks: Provide tax compliance and advisory services for personal, trust, and estate clients.
- Company: Join a dynamic firm focused on client relationships and innovative tax solutions.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to mentor junior team members and promote diversity.
- Why this job: Make a real impact by helping clients navigate complex tax situations.
- Qualifications: Experience in client compliance and strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. Also, provide assistance to the Senior Manager / Director / Partners in both compliance and advisory client work.
Key Duties:
- Main point of contact for clients to obtain relevant facts to process the client file.
- Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
- Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
- Dealing with HMRC enquiries, penalty notices etc.
- Liaising with clients and building and maintaining relationships.
- Advising on day to day tax queries from clients.
- Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
- Supporting more senior staff in the Private Client Tax department with processes and efficiencies.
- Coach and mentor junior members of the team to ensure compliance and service delivery.
- Encourage equality and diversity amongst teams.
Knowledge, Skills & Experience:
- Experience of working with client compliance work.
- Preparing tax within accountancy practice.
- Excellent verbal and written communication skills with internal and external people.
- Interpersonal relationship building.
- Excellent attention to detail.
- Analytical outlook, questioning where needed.
- Able to prioritise own workload.
- Can work to deadlines.
- Effective time management.
- Is comfortable working independently.
- Can show accuracy in technical work delivered.
- Can work and adapt work around technology.
- Can demonstrate an ability to innovate and share ideas.
Private Client Tax Senior in Droitwich employer: Ballards LLP
Contact Detail:
Ballards LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior in Droitwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and finance world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you’ll be dealing with complex tax returns and client queries, make sure you can confidently discuss your experience and how it relates to the role. Practice common interview questions with a friend!
✨Tip Number 3
Showcase your interpersonal skills! In this role, building relationships with clients is key. Be ready to share examples of how you've successfully managed client interactions in the past. This will help you stand out as a candidate who can connect with clients.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Tailor your application to highlight your relevant experience in personal, trust, and estate tax compliance. Let’s get you that interview!
We think you need these skills to ace Private Client Tax Senior in Droitwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with personal, trust, and estate tax compliance, as well as any advisory services you've provided. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax work and how your background aligns with our needs. Don't forget to mention your interpersonal skills and ability to build relationships with clients – that's key for us!
Showcase Your Attention to Detail: In tax compliance, accuracy is everything. When writing your application, make sure to proofread for any errors and demonstrate your analytical skills. We love candidates who can question and innovate, so feel free to share examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter family!
How to prepare for a job interview at Ballards LLP
✨Know Your Tax Stuff
Make sure you brush up on personal, trust, and estate tax compliance. Familiarise yourself with the specifics of self-assessment tax returns and the nuances of Capital Gains Tax and Inheritance Tax reporting. Being able to discuss these topics confidently will show that you're ready for the role.
✨Client Communication is Key
Since you'll be the main point of contact for clients, practice your communication skills. Think about how you would explain complex tax issues in simple terms. Prepare examples of how you've built relationships with clients in the past, as this will demonstrate your interpersonal skills.
✨Show Your Attention to Detail
In this role, accuracy is crucial. Bring examples of your previous work where attention to detail made a difference. You might even want to prepare a mock review of a tax return to showcase your analytical skills and ability to spot errors or improvements.
✨Be Ready to Discuss Teamwork
You'll be supporting senior staff and mentoring juniors, so think about your experiences in teamwork. Prepare to share how you've collaborated on projects, coached others, or contributed to improving processes. This will highlight your ability to work well within a team and your commitment to equality and diversity.