At a Glance
- Tasks: Provide proactive tax services to private clients and manage diverse portfolios.
- Company: Join a forward-thinking firm with a supportive and collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and extensive learning opportunities.
- Other info: Flexible working options and a nurturing atmosphere for personal growth.
- Why this job: Make a real impact while advancing your career in a dynamic environment.
- Qualifications: Experience in tax services and strong client management skills.
The predicted salary is between 28800 - 48000 € per year.
Overview
Private Client Tax Senior Associate (TFO) role at Chorus srl. Competitive Salary + Study Support + Benefits.
The role
As a Senior Associate within the Trust and Family Office team you will be responsible for providing an efficient, client-focused and proactive service to meet the needs of private clients, working with directors and managers on technical assignments, managing day-to-day client portfolios of trusts, estates and family offices (including billing and monitoring work in progress), ensuring the firm\\\'s risks are managed appropriately, liaising with HMRC in relation to client matters and dealing with enquiries from HMRC, liaising proactively with clients on advisory matters, and the preparation of trust and estate returns and accounts.
Responsibilities
- Providing an efficient, client-focused and proactive service to meet the needs of private clients
- Working with directors and managers on technical assignments
- Managing day-to-day client portfolios of trusts, estates and family offices, including billing and monitoring work in progress
- Ensuring the firm\\\'s risks are managed appropriately
- Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC
- To liaise proactively with clients on advisory matters
- Preparation of trust and estate returns
- Preparation of trust and estate accounts
What we offer
We offer a nurturing and collaborative working culture that is caring and protecting of our people, within an environment where they can learn and flourish. In addition to a competitive remuneration package, we offer a range of flexible benefits and flexible hours of work. We have clearly defined career pathways which empower you to manage your own development. We have a number of colleague-led collaborative working groups which help shape our strategy.
Hiring Manager note
\"You will be joining a forward-thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented senior to become involved in a diverse and interesting client portfolio. Excellent on-the-job training will be provided, together with the opportunity to advance your career within a dynamic business.\"
Employer context
Blick Rothenberg is part of Azets, a leading firm of Accountants and Business Advisors operating across the UK, Nordics and the USA. Azets is a family of over 6,500 employees and is part of a larger group that supports the delivery of high-quality, partner-led service with greater resources.
What\'s in it for you
- Hybrid working (BRighter Working) allowing balance of life and client needs
- Flexible working options and term-based changes to working patterns
- Pension, 25 days annual leave + bank holidays, Private Medical Insurance, Permanent Health Insurance, Life Assurance (4x salary)
- Employee Referral Bonus and Benefits Portal
- Extensive Learning & Development Opportunities
- Opportunity to attend social events and Career Coaching
Job Reference: BR00682
Referrals increase your chances of interviewing at Chorus srl.
Location
London, England, United Kingdom
IsExpired: false
Private Client Tax Senior Associate (TFO) in City of London employer: Chorus srl
Chorus srl offers an exceptional working environment for Private Client Tax Senior Associates, characterised by a nurturing and collaborative culture that prioritises employee well-being and professional growth. With competitive salaries, flexible working options, and extensive learning opportunities, employees are empowered to manage their own development while enjoying a supportive atmosphere that fosters innovation and teamwork. Located in London, this role provides access to a diverse client portfolio and the chance to thrive within a forward-thinking organisation committed to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Associate (TFO) in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax Senior Associate role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and be ready to discuss how your experience aligns with their needs. This shows you’re genuinely interested and can help you stand out from the crowd.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to managing client portfolios and liaising with HMRC. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨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. Good luck!
We think you need these skills to ace Private Client Tax Senior Associate (TFO) in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Senior Associate role. Highlight relevant experience and skills that match the job description, especially in managing client portfolios and liaising with HMRC.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit for the Trust and Family Office team. Keep it concise but impactful.
Showcase Your Client-Focused Approach:In your application, emphasise your ability to provide a proactive and efficient service to clients. Share examples of how you've successfully managed client relationships or resolved complex issues in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re genuinely interested in joining our team!
How to prepare for a job interview at Chorus srl
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax matters, especially around trusts and estates. Familiarise yourself with recent changes in tax legislation and how they might affect clients. This will show that you're proactive and well-informed.
✨Showcase Client-Focused Skills
Prepare examples from your past experience where you've provided exceptional client service. Think about how you managed client portfolios or dealt with HMRC enquiries. Being able to articulate these experiences will demonstrate your suitability for a client-focused role.
✨Understand the Company Culture
Research Chorus srl and their approach to client service and team collaboration. Be ready to discuss how your values align with their nurturing and supportive culture. This will help you connect with the interviewers and show that you’re a good fit for their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about their approach to career development or how they support employees in managing work-life balance. This shows your interest in the role and the company, and it helps you assess if it's the right fit for you.
