At a Glance
- Tasks: Manage a portfolio of private clients and ensure compliance with HMRC deadlines.
- Company: Join a forward-thinking accountancy practice with ambitious expansion plans.
- Benefits: Enjoy hybrid working, 25 days holiday, and tailored professional development.
- Other info: Access to wellbeing support and regular company events for a vibrant workplace.
- Why this job: Make a real impact while mentoring junior team members in a supportive environment.
- Qualifications: Fully ATT qualified with 2-4 years' UK practice experience required.
The predicted salary is between 40000 - 50000 £ per year.
You'll be joining a growing, forward-thinking accountancy practice with ambitious plans for expansion. Known for its supportive and collaborative culture, this firm values expertise, innovation, and respect, creating an inclusive environment where people thrive. With a strong focus on professional development, you'll have access to tailored training and clear progression opportunities.
As a Private Client Tax Senior, you'll manage a portfolio of private clients, ensuring compliance with HMRC deadlines and delivering exceptional service. Your responsibilities will include:
- Preparing self-assessment tax returns for individuals, partnerships, and trusts
- Advising on liabilities
- Handling client queries
- Supporting senior staff with technical projects
- Mentoring junior team members
- Liaising with HMRC on behalf of clients
What you'll need to succeed:
- Fully ATT qualified with 2-4 years' UK practice experience
- CTA part or fully qualified (study support available)
- Strong technical knowledge of private client tax
- Excellent communication and organisational skills
- Ability to manage multiple projects and work independently
- A proactive, detail-oriented approach and strong IT aptitude
What you'll get in return:
- Hybrid and flexible working options
- Exposure to a diverse client base and complex advisory work
- Entry onto a bespoke Management Development Programme
- Competitive benefits including 25 days holiday (plus trading options), wellbeing day, health cash plan, EV salary sacrifice scheme, and enhanced family leave policies
- Access to wellbeing support platforms and regular company events
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Private Client Senior employer: Broughton Group
Join a dynamic and innovative accountancy practice that prioritises a supportive and collaborative culture, fostering an environment where expertise and respect are valued. With a strong commitment to professional development, you will benefit from tailored training, clear progression pathways, and flexible working options, all while managing a diverse portfolio of private clients and contributing to the firm's ambitious growth plans.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this firm values expertise and collaboration, think about how your experience aligns with their goals and be ready to share examples that showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It shows you’re proactive and genuinely keen on joining their team.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Private Client 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 ATT qualifications and any relevant UK practice experience to show us you're the right fit for the Private Client Senior role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about joining our forward-thinking accountancy practice. Share specific examples of how your expertise aligns with our values of innovation and collaboration.
Showcase Your Technical Knowledge:Since this role requires strong technical knowledge of private client tax, don’t shy away from mentioning your experience with self-assessment tax returns and advising clients. We want to see that you can handle the complexities of the role!
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge of private client tax. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and experience in the field.
✨Show Your Communication Skills
Since excellent communication is key for this role, practice explaining complex tax concepts in simple terms. You might be asked to demonstrate how you would handle a client query, so think about how you'd approach that.
✨Demonstrate Your Proactivity
Prepare examples of how you've taken initiative in previous roles. Whether it’s mentoring junior staff or managing multiple projects, showcasing your proactive approach will resonate well with the interviewers.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company’s plans for expansion or their approach to professional development. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.
