At a Glance
- Tasks: Manage private client tax portfolios and provide compliance and advisory support.
- Company: Established professional services firm in Leeds with a collaborative culture.
- Benefits: Competitive salary, hybrid working, generous holidays, and professional development support.
- Other info: Great opportunities for career progression and ongoing training.
- Why this job: Join a supportive team and develop your tax expertise while making a real impact.
- Qualifications: Experience in private client tax and strong communication skills required.
The predicted salary is between 30000 - 35000 £ per year.
Butler Rose are delighted to be working with a well‑established and growing professional services firm in Leeds that is looking to strengthen its Private Client Tax team with the appointment of a Tax Advisor / Tax Senior. This is an excellent opportunity for a tax professional looking to further develop their career within a supportive and collaborative environment. The role offers exposure to a varied portfolio of private clients, alongside opportunities to become involved in advisory work and develop specialist tax knowledge. The successful candidate will join an experienced team and work closely with clients, colleagues and senior tax professionals, providing both compliance and advisory support across a broad range of private client matters.
Key Responsibilities
- Managing a portfolio of private clients and supporting their ongoing tax compliance requirements
- Preparing and reviewing personal tax returns
- Assisting with a range of private client advisory projects
- Supporting clients with matters relating to Capital Gains Tax, Inheritance Tax and Income Tax planning
- Assisting with trusts, estates and succession planning work
- Liaising directly with clients and third parties to obtain information and resolve queries
- Identifying planning opportunities and providing proactive support to clients
- Working closely with colleagues across wider service lines
- Keeping up to date with changes in tax legislation and regulations
- Supporting senior members of the tax team on ad‑hoc projects and technical matters
Key Requirements
- Previous experience within a private client tax role
- Experience gained within an accountancy practice, tax consultancy or professional services environment
- ATT, AAT, CTA studier or qualified candidates will all be considered
- A good understanding of UK personal taxation principles
- Strong communication and relationship‑building skills
- Excellent attention to detail and organisational abilities
- The ability to manage deadlines and prioritise workloads effectively
- A proactive approach and desire to continue developing professionally
Whats on Offer
- Competitive salary dependent upon experience
- Hybrid and flexible working options
- Ongoing professional development and study support where appropriate
- Generous holiday entitlement
- Pension scheme
- Life assurance and wellbeing support
- Employee reward and recognition programmes
- A supportive team environment with genuine opportunities for progression
If this sounds like the next step in your career, get in touch with Demetria Petropoulos to find out more - 016 1388 5710.
Private Client Tax Advisor/Tax Senior in Guiseley employer: Butler Rose Ltd
Butler Rose is an excellent employer, offering a competitive salary and a comprehensive benefits package in a supportive and collaborative environment. Employees enjoy flexible working options, ongoing professional development, and the opportunity to work closely with experienced tax professionals on a diverse portfolio of private clients, fostering both personal and career growth.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisor/Tax Senior in Guiseley
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and join relevant online groups. The more people you know, the better your chances of landing that Private Client Tax Advisor role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of UK personal taxation principles. We recommend practising common interview questions and scenarios related to private client tax to show off your expertise.
✨Tip Number 3
Show your personality! When you get the chance to meet potential employers, let your passion for tax shine through. They want to see how you’ll fit into their supportive team environment, so be yourself and engage with them.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals to join our growing team, so take that leap and submit your application today!
We think you need these skills to ace Private Client Tax Advisor/Tax Senior in Guiseley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisor role. Highlight your relevant experience in tax compliance and advisory work, and don’t forget to showcase your understanding of UK personal taxation principles.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax and how your skills align with the role. Mention any specific projects or experiences that demonstrate your proactive approach and attention to detail.
Showcase Your Communication Skills:Since this role involves liaising with clients and colleagues, make sure to highlight your strong communication and relationship-building skills in your application. We want to see how you can effectively manage client queries and provide support.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our supportive team!
How to prepare for a job interview at Butler Rose Ltd
✨Know Your Tax Stuff
Brush up on your knowledge of UK personal taxation principles, especially around Capital Gains Tax, Inheritance Tax, and Income Tax planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but also ready to tackle complex client queries.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've managed a portfolio of private clients or worked on advisory projects. This will help demonstrate your hands-on experience and how you can bring value to their team.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s approach to tax compliance and advisory work. This shows your genuine interest in the role and helps you understand how you can fit into their collaborative environment.
✨Highlight Your Soft Skills
Since strong communication and relationship-building skills are key for this role, think of instances where you've successfully liaised with clients or resolved queries. Sharing these stories will illustrate your ability to connect with clients and colleagues alike.
