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For Companies At a Glance
- Tasks: Manage and grow a portfolio of clients, handling tax returns and advisory work.
- Company: Join a respected professional services firm in Central Leeds with a stellar reputation.
- Benefits: Gain exposure to high-level advisory work with prestigious clients and flexible working options.
- Why this job: Work with interesting clients and develop your skills in a dynamic environment.
- Qualifications: Ideal candidates will be CTA and/or ATT qualified with relevant experience.
- Other info: Contact Richard Clark at Clark Wood for more details.
The predicted salary is between 43200 - 72000 £ per year.
We are looking to speak with an experienced Personal Tax Senior or Assistant Manager who has experience of both compliance and advisory work. This Central Leeds role is with one of the region's most respected professional services companies. This is a fantastic chance to get some varied advisory exposure with some very interesting clients.
The role will involve managing and growing a portfolio of clients for whom you will be responsible for undertaking both compliance work, in the shape of preparation and review of personal tax, trust and partnership tax returns, as well as having involvement in advisory and planning work for a range of clients including private individuals, multi-generational families and very high net worth individuals. This role will provide the chance to get involved in some high-level advisory work for some very interesting, prestigious & famous clients.
The ideal candidate will be CTA &/or ATT Qualified.
Duties & Responsibilities:- Preparing tax returns for HNWI, UHNWIs;
- Preparation of partnership tax returns and trusts;
- Managing a portfolio of clients, acting as the main point of contact;
- Identifying tax planning opportunities for individuals and trusts;
- Assisting a tax partner with tax consulting work relevant to HNWI and trusts.
Personal Tax Senior employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high net worth individuals. Attend local tax seminars or workshops in Leeds to meet potential colleagues and learn about the latest trends in personal tax.
✨Tip Number 2
Familiarise yourself with the specific compliance and advisory services that are relevant to personal tax, trusts, and partnerships. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Consider reaching out to current or former employees of the company you're applying to. They can provide insights into the company culture and expectations, which can be invaluable during your interview preparation.
✨Tip Number 4
Stay updated on recent changes in tax legislation and how they impact high net worth individuals. Being knowledgeable about current issues will show your commitment to the field and your ability to provide valuable advice to clients.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance and advisory work. Include specific examples of managing client portfolios and preparing tax returns for high net worth individuals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your qualifications, such as being CTA or ATT qualified. Emphasise your ability to identify tax planning opportunities and your experience with trusts and partnerships.
Showcase Relevant Experience: In your application, detail your previous roles and responsibilities that align with the job description. Mention any notable clients you have worked with and the outcomes of your advisory work.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Showcase Your Technical Knowledge
As a Personal Tax Senior, you'll need to demonstrate a solid understanding of tax compliance and advisory work. Brush up on the latest tax regulations and be prepared to discuss how you've applied this knowledge in previous roles.
✨Highlight Client Management Skills
This role involves managing a portfolio of clients, so it's crucial to showcase your experience in client relationship management. Be ready to share examples of how you've successfully built and maintained client relationships in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially in tax planning scenarios. Think of specific situations where you've identified tax planning opportunities and be prepared to explain your thought process and outcomes.
✨Demonstrate Your Advisory Experience
Since the role includes high-level advisory work, be sure to discuss any relevant experience you have in this area. Share examples of how you've provided valuable insights to clients, particularly high net worth individuals or families.
