At a Glance
- Tasks: Manage your own client portfolio and provide expert tax advice.
- Company: Established professional services firm in the heart of London.
- Benefits: Competitive salary, hybrid working, health perks, and family support.
- Why this job: Join a supportive team and grow your career in tax advisory.
- Qualifications: ATT qualified, studying towards CTA, with personal tax experience.
- Other info: Enjoy flexible working and excellent career progression opportunities.
The predicted salary is between 36000 - 60000 Β£ per year.
My client is an incredibly successful and established highly regarded professional services organisation in the City of London, they are seeking additional headcount for their growing Tax Advisory-focused team. This is an excellent opportunity for a tax professional with personal/private client experience to develop their career in a supportive, advisory-focused environment.
The Opportunity
As a Private Client Tax Senior, you will begin to take ownership of your own portfolio while receiving support and mentorship from senior managers. You will have the opportunity to build enduring client relationships, support compliance and advisory work, and contribute to the team's revenue and growth objectives.
Key Responsibilities
- Manage a portfolio of clients including non-residents, non-domiciled individuals, high-net-worth individuals, and trusts
- Provide technical support and advice on personal and private client tax matters
- Review and prepare personal tax returns, computations, and related documentation
- Keep clients informed of legislative changes and their potential impact
- Ensure compliance and risk-managed delivery of all client work
- Support junior team members through coaching and guidance
- Contribute to the growth of the tax team through client service and business development initiatives
The Ideal Candidate
- ATT qualified and actively studying towards CTA (study support provided, including paid leave and mentorship)
- Experience in personal/private client or mixed tax in a practice environment
- Strong technical knowledge across personal tax, trusts, and estate planning
- Excellent client-facing and communication skills
- Proactive, organised, and committed to delivering high-quality work
Why Join?
Benefits & Rewards
- Competitive Compensation: Salary regularly benchmarked against market data to attract and retain top talent
- Family Leave & Support: Enhanced maternity and paternity pay, support for employees undergoing fertility treatment
- Health & Wellbeing: Employee Assistance Programme (EAP), 24/7 GP access, voluntary health benefits via FlexHub including Private Medical Insurance, Dental, Health Assessments, and a Health Cash Plan
- Finance & Protection: Life assurance for all employees, access to online will creation, optional critical illness cover
- Lifestyle & Flexibility: Hybrid and flexible working arrangements, holiday buy/sell options, lifestyle benefits via FlexHub including Travel Insurance, EV scheme, Cycle to Work, and Tech scheme
For further information on this role please contact David Elliot at Clark Wood.
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
Private Client Tax Senior London / Hybrid ?? Competitive Salary ?? Hybrid Working ?? Career Progression & Benefits employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Private Client Tax Senior London / Hybrid ?? Competitive Salary ?? Hybrid Working ?? Career Progression & Benefits
β¨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and donβt be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just canβt.
β¨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Think about how your experience aligns with their needs, especially in personal/private client tax. Confidence is key, so show them youβre the right fit!
β¨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. Plus, itβs a great chance to reiterate why youβre the perfect candidate!
β¨Utilise Our Website
Donβt forget to check out our website for job openings and resources! Weβve got loads of tips and tools to help you land that dream role. Apply directly through us for the best chance at getting noticed!
We think you need these skills to ace Private Client Tax Senior London / Hybrid ?? Competitive Salary ?? Hybrid Working ?? Career Progression & Benefits
Some tips for your application π«‘
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your personal/private client experience and any relevant qualifications like ATT or CTA. We want to see how you can contribute to our team!
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 us. Donβt forget to mention your client-facing skills and your commitment to high-quality work.
Showcase Your Technical Knowledge: In your application, be sure to demonstrate your understanding of personal tax, trusts, and estate planning. Weβre looking for someone who can provide technical support and advice, so let us know what you know!
Apply Through Our Website: We encourage you to apply directly through our website. Itβs the best way for us to receive your application and ensures you donβt miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Clark Wood
β¨Know Your Tax Stuff
Make sure you brush up on your personal and private client tax knowledge. Be ready to discuss specific cases or scenarios you've handled, especially those involving high-net-worth individuals or trusts. This will show that youβre not just familiar with the theory but can apply it in real-world situations.
β¨Showcase Your Client Skills
Since this role involves building client relationships, think of examples where you've successfully managed client expectations or resolved issues. Highlight your communication skills and how you keep clients informed about legislative changes and their impacts.
β¨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the teamβs growth objectives and how you can contribute. This shows your interest in the role and helps you gauge if the company culture aligns with your career goals.
β¨Demonstrate Your Proactivity
Be ready to discuss how youβve taken initiative in previous roles, whether itβs through coaching junior team members or contributing to business development initiatives. This will highlight your commitment to delivering high-quality work and supporting team growth.