Private Client Tax Advisor/Tax Senior

Private Client Tax Advisor/Tax Senior

Full-Time 30000 - 35000 £ / year (est.) No working from home possible
Butler Rose

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, benefits package, and opportunities for career development.
  • Other info: Dynamic environment with exposure to a diverse range of private clients.
  • Why this job: Join a supportive team and enhance your tax expertise while making a real impact.
  • Qualifications: Experience in tax compliance and advisory work is essential.

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 issues

Private Client Tax Advisor/Tax Senior employer: Butler Rose

Join a well-established and growing professional services firm in Leeds, where you will thrive in a supportive and collaborative work culture. With a competitive salary and a comprehensive benefits package, this role offers exceptional opportunities for career development and exposure to a diverse portfolio of private clients, allowing you to enhance your advisory skills and specialist tax knowledge.

Butler Rose

Contact Details:

Butler Rose Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Tax Advisor/Tax Senior

Tip Number 1

Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!

Tip Number 2

Prepare for interviews by researching the company and its clients. Understand their services and recent news. This will help you tailor your answers and show that you're genuinely interested in the role. Plus, it’ll give you a chance to ask insightful questions!

Tip Number 3

Practice your pitch! Be ready to explain your experience and how it relates to managing private client portfolios. Highlight your skills in tax compliance and advisory work. A confident delivery can make all the difference in landing that job.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way in your job search journey!

We think you need these skills to ace Private Client Tax Advisor/Tax Senior

Tax Compliance
Personal Tax Returns Preparation
Advisory Skills
Capital Gains Tax Knowledge
Inheritance Tax Knowledge
Income Tax Planning
Trusts and Estates Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisor role. Highlight relevant experience and skills that match the job description, especially in tax compliance and advisory work.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your background makes you a great fit for our team. Keep it engaging and personal.

Showcase Your Soft Skills:Don’t forget to mention your soft skills! Working closely with clients and colleagues is key in this role, so highlight your communication, teamwork, and problem-solving abilities.

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Butler Rose

Know Your Tax Stuff

Brush up on your knowledge of personal tax returns, Capital Gains Tax, and Inheritance Tax. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas, as it shows you’re not just familiar with the theory but can apply it in practice.

Showcase Your Client Management Skills

Since this role involves managing a portfolio of private clients, think of examples where you've effectively communicated with clients or resolved their issues. Highlighting your interpersonal skills will demonstrate that you can build strong relationships, which is key in this position.

Prepare for Advisory Questions

Expect questions about advisory projects you've worked on. Prepare to discuss how you approached these projects, the challenges you faced, and the outcomes. This will show your potential employer that you can contribute to their advisory work right from the start.

Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready about the firm’s approach to tax planning or how they support their team’s professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.