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- Tasks: Manage personal tax portfolios for high-net-worth clients and prepare tax returns.
- Company: Progressive accountancy firm in Bolton with a supportive culture.
- Benefits: Competitive salary, referral bonus, and professional development opportunities.
- Why this job: Make a real impact by advising high-net-worth individuals and mentoring juniors.
- Qualifications: Strong client management skills and experience in personal tax.
- Other info: Dynamic environment with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
A progressive accountancy firm in Bolton is seeking a Personal Tax Senior to manage a varied personal tax portfolio for high-net-worth individuals, prepare tax returns, and mentor juniors. This role requires strong client management and deadline skills and offers opportunities for professional development in a supportive environment. Competitive salary and a referral bonus available. Interested candidates can provide clear, proactive advice and build trusted client relationships.
Senior Personal Tax Adviser | HNW & Private Client in Bolton employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Personal Tax Adviser | HNW & Private Client in Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work with high-net-worth clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance to meet potential employers or clients, be ready to discuss your experience with personal tax and how you’ve helped clients save money. It’s all about building trust!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It keeps you on their radar and shows you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and land that Senior Personal Tax Adviser role. Plus, it’s the best way to ensure your application gets seen by the right people.
We think you need these skills to ace Senior Personal Tax Adviser | HNW & Private Client in Bolton
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience with personal tax and managing high-net-worth clients. We want to see how you've tackled similar challenges in the past!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your skills and achievements shine through without any fluff.
Tailor Your Application: Make your application specific to the role of Personal Tax Senior. Mention how your skills align with the responsibilities listed in the job description, like client management and mentoring juniors.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially those relevant to high-net-worth individuals. Being able to discuss recent changes or trends in personal tax will show your expertise and commitment to staying informed.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you provided proactive advice or resolved issues, as this will demonstrate your ability to build trust with clients.
✨Be Ready to Mentor
Since mentoring juniors is part of the role, come prepared with examples of how you've supported or trained others in your previous positions. Highlight your leadership style and how you encourage growth in your team.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to personal tax or their professional development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
