At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Established professional services firm in the heart of London with a supportive culture.
- Benefits: Competitive salary, enhanced family leave, health benefits, and flexible working options.
- Other info: Enjoy a dynamic work environment with excellent mentorship and career growth opportunities.
- Why this job: Join a growing team and make a real impact in tax advisory while developing your career.
- Qualifications: ATT qualified and studying towards CTA, with experience in personal/private client tax.
The predicted salary is between 45000 - 55000 £ per year.
Location: City Of London, England
Sector: Accountancy (Qualified)
Salary: £45,000.00 to £55,000.00 per annum
Benefits: + Benefits
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 – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463.
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 Progre[...] employer: Clark Wood
Join a highly regarded professional services organisation in the heart of the City of London, where you will thrive in a supportive and advisory-focused environment. With competitive salaries, comprehensive benefits, and a strong emphasis on employee growth through mentorship and study support, this is an excellent opportunity for tax professionals to build meaningful client relationships while enjoying a flexible hybrid working model.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior – London / Hybrid Competitive Salary | Hybrid Working | Career Progre[...]
✨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 – London / Hybrid Competitive Salary | Hybrid Working | Career Progre[...]
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!
