Private Client Tax Senior - Diverse Advisory & Compliance

Private Client Tax Senior - Diverse Advisory & Compliance

Full-Time 35000 - 45000 £ / year (est.) No working from home possible
Clark Wood

At a Glance

  • Tasks: Prepare and review tax returns, engage in tax planning, and manage client relationships.
  • Company: Reputable firm known for its supportive and professional culture.
  • Benefits: Competitive salary, career development opportunities, and a friendly team environment.
  • Other info: Great opportunity for growth and mentoring junior talent in a dynamic setting.
  • Why this job: Join a varied role that offers long-term satisfaction and real impact on clients' lives.
  • Qualifications: ATT or CTA qualified, with strong personal tax experience and excellent communication skills.

The predicted salary is between 35000 - 45000 £ per year.

This role is perfect for a Personal Tax Senior who enjoys a true mix of compliance and advisory work, values client relationships, and wants to be part of a supportive, professional, and friendly team - not just another cog in the machine.

What you'll be doing:

  • Preparing and reviewing Self-Assessment tax returns for individuals, directors, and business owners
  • Getting involved in tax planning and advisory projects, including IHT, trusts, and private client planning
  • Building strong relationships by liaising directly with clients and HMRC
  • Managing your own diverse portfolio, delivering a high standard of client service
  • Supporting and mentoring junior team members, helping them develop as the next generation of tax talent

What we're looking for:

  • ATT or CTA qualified (or part-qualified with strong, relevant experience)
  • A solid background in personal tax within a practice environment
  • Strong organisational skills with great attention to detail
  • A collaborative team player with excellent communication and interpersonal skills

Why consider this role?

  • A stable and reputable firm with an excellent name in the market
  • A genuinely varied role with exposure beyond pure compliance
  • Supportive culture with room to develop, progress and specialise
  • A great opportunity to start 2025 in a role that offers long-term satisfaction, not just a job

Interested? Let's talk. For further information, please contact David Elliot at Clark Wood. If this role isn't quite right, still get in touch - we're recruiting across the tax market and would be happy to discuss alternative opportunities.

Referral bonus: Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role. Make your next move a rewarding one - there's no better time than now. 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 - Diverse Advisory & Compliance employer: Clark Wood

Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.

Clark Wood

Contact Details:

Clark Wood Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Tax Senior - Diverse Advisory & Compliance

Join Tax Networks

Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.

Attend Industry Events

Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!

Leverage Social Media

Follow leading tax advisory firms, such as Clark Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!

Showcase Your Knowledge

Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!

We think you need these skills to ace Private Client Tax Senior - Diverse Advisory & Compliance

Self-Assessment Tax Returns
Tax Planning
Inheritance Tax (IHT)
Trusts
Client Relationship Management
Portfolio Management
Mentoring

Some tips for your application 🫡

Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Clark Wood's eye!

Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.

Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Clark Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!

Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Clark Wood!

How to prepare for a job interview at Clark Wood

Know Your Tax Fundamentals

Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!

Show Your Analytical Skills

Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Clark Wood.

Understand the Consulting Aspect

Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!

Your Long-Term Vision

As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Clark Wood. It helps to show our commitment!