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- Tasks: Manage and grow a portfolio of clients, handling tax returns and advisory work.
- Company: Join one of Leeds' most respected professional services firms.
- Benefits: Enjoy varied advisory exposure and work with prestigious clients.
- Why this job: Get involved in high-level advisory work for interesting and famous clients.
- Qualifications: CTA and/or ATT qualified candidates are preferred.
- Other info: Commutable from various Yorkshire areas; contact Richard Clark for more details.
The predicted salary is between 36000 - 60000 £ per year.
Personal Tax Senior
Leeds
Circa £34,000 – £42,000 (Dependent on experience)
Accountancy Practice and Tax recruitment specialists Clark Wood are currently working with a leading firm of chartered accountants as they look to add a Personal Tax Senior to their team in Leeds.
The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.
As well as the day to day compliance work for your clients, you will be involved with the provision of tax planning advice. The ideal candidate may be ATT qualified or at the latter stages, CTA qualified or may be studying towards the CTA at present and will have a wealth of experience in Personal Tax work.
This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Leeds as a Personal Tax Senior in a mixed compliance and advisory role, where there will be genuine scope for career development.
Duties & Responsibilities
- Managing a portfolio of clients, acting as the main point of contact
- Preparation and review of personal tax returns
- Providing guidance, training and support to junior staff
- Identifying tax planning opportunities for individuals and trusts
- Assisting with tax consulting work relevant to HNWI and trusts when required
Skills
- ATT Qualified / CTA Part or Fully Qualified (QBE will also be considered)
- Strong Personal Tax experience within a practice environment
For more information on this role, or others we have available, please contact Curtis Reid at Clark Wood on 07825 278 674 or email creid@clark-wood.co.uk.
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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 in Leeds. Attend local tax seminars or workshops to meet potential colleagues and learn more about the specific needs of clients in the area.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements, particularly those affecting high net worth individuals and trusts. This knowledge will help you stand out during interviews and discussions.
✨Tip Number 3
Consider reaching out to current employees at the company through LinkedIn. Ask them about their experiences and any tips they might have for succeeding in the application process.
✨Tip Number 4
Prepare to discuss specific examples of your previous work in personal tax compliance and advisory roles. Highlight any successful projects or client relationships that demonstrate your ability to manage a diverse portfolio.
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. Emphasise any relevant qualifications like CTA or ATT, and showcase your ability to manage a portfolio of clients.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Personal Tax Senior. Mention your experience with high net worth individuals and your skills in identifying tax planning opportunities. Show enthusiasm for the chance to work with prestigious clients.
Highlight Relevant Experience: In your application, detail your previous roles related to personal tax, trust, and partnership tax returns. Provide examples of how you've successfully managed client relationships and contributed to tax consulting work.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. 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 Qualifications
Make sure to highlight your CTA and/or ATT qualifications during the interview. These credentials are essential for the Personal Tax Senior role, so be prepared to discuss how your education has equipped you for the challenges of managing a diverse portfolio of clients.
✨Demonstrate Your Advisory Skills
Since the role involves high-level advisory work, be ready to share examples of past experiences where you've successfully identified tax planning opportunities for clients. This will show your potential employer that you can add value beyond compliance tasks.
✨Know the Client Base
Familiarise yourself with the types of clients you will be working with, such as high net worth individuals and multi-generational families. Understanding their unique needs and challenges will help you tailor your responses and demonstrate your readiness for the role.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This could include inquiries about the firm's approach to client management or how they support professional development. It shows your genuine interest in the position and the company.