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- Tasks: Provide tax compliance and advisory services for personal, trust, and estate clients.
- Company: Join a leading firm with a focus on client relationships and teamwork.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic team environment with mentoring opportunities and a commitment to diversity.
- Why this job: Make a real difference in clients' financial lives while developing your expertise.
- Qualifications: Experience in tax compliance and strong communication skills are essential.
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 employer: Ballards LLP
Contact Detail:
Ballards LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨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. Make sure you can discuss personal, trust, and estate tax compliance confidently. We recommend practising common interview questions related to tax scenarios to show off your expertise.
✨Tip Number 3
Showcase your interpersonal skills! During interviews, highlight your ability to build relationships with clients. Share examples of how you've successfully managed client queries or resolved issues in the past – it’ll set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get that application in and let’s get you on board!
We think you need these skills to ace Private Client Tax Senior
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 makes you a great fit for the role. Don’t forget to mention your interpersonal skills and ability to build relationships with clients.
Showcase Your Attention to Detail: In tax compliance, accuracy is key. Use specific examples in your application to demonstrate your attention to detail and analytical skills. We love candidates who can question and innovate, so don’t be shy about sharing your ideas!
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 you’re keen on joining our team at StudySmarter!
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. Be ready to discuss specific cases or scenarios you've handled, especially those involving complex self-assessment tax returns. This shows you’re not just familiar with the basics but can tackle the tricky stuff too.
✨Build Rapport with Clients
Since this role involves liaising with clients, think about how you can demonstrate your interpersonal skills. Prepare examples of how you've built and maintained relationships in previous roles. A friendly, approachable attitude goes a long way!
✨Show Off Your Attention to Detail
In tax, accuracy is key. Bring along examples of your work that highlight your attention to detail, like a complex tax return you prepared or a situation where your analytical skills made a difference. This will help you stand out as someone who takes pride in their work.
✨Be Ready to Discuss Team Dynamics
Since mentoring junior staff is part of the job, think about your experiences in coaching or supporting others. Be prepared to share how you’ve contributed to team success and fostered an inclusive environment. This shows you’re not just a lone wolf but a team player!