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- Tasks: Provide proactive tax services and manage client portfolios with a focus on personal integrity.
- Company: Leading tax and business advisory firm known for technical expertise.
- Benefits: Enjoy hybrid working, 25 days leave, social events, and private health insurance.
- Why this job: Join a dynamic team and make a real impact in private client tax advisory.
- Qualifications: ATT/CTA qualified or part qualified with experience in managing private client portfolios.
- Other info: Flexible working options and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise.
Responsibilities:
- Providing an efficient, client focussed and proactive service to meet the needs of private clients.
- Working with directors and managers on technical assignments.
- Managing day to day client portfolio including billing and monitoring work in progress.
- Ensuring that the firm’s risks are managed appropriately.
- Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
- To liaise proactively with clients on advisory matters.
- To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward.
- Preparing personal and partnership tax return.
- To review personal and partnership tax returns prepared by more junior members of staff / prepare complex compliance cases.
Requirements:
- ATT/ CTA qualified or part qualified or equivalent.
- Proven experience managing private client portfolios in a professional services setting.
- Strong knowledge of personal tax compliance and advisory work.
- Relevant practice experience.
Benefits:
- Hybrid/ flexible working options.
- 25 days annual leave + bank.
- Social events.
- Private Medical and Health Insurance.
- Pension.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Private Client Tax Senior Associate employer: Clear IT Recruitment Ltd
Contact Detail:
Clear IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Private Client Tax Senior Associate role!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss personal tax compliance and advisory work confidently. We recommend practising common interview questions with a friend or even in front of the mirror to nail your delivery.
✨Tip Number 3
Showcase your client management skills! During interviews, share specific examples of how you've successfully managed private client portfolios. Highlight your proactive approach and how you’ve liaised with clients and HMRC effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. So, hit that apply button and let’s get you one step closer to landing that dream job!
We think you need these skills to ace Private Client Tax Senior Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Associate role. Highlight your relevant experience in managing private client portfolios and your qualifications like ATT/CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description, and don’t forget to show your enthusiasm for the role.
Showcase Your Technical Skills: Since this role involves technical assignments, make sure to highlight your strong knowledge of personal tax compliance and advisory work. We love seeing candidates who can demonstrate their expertise and how they’ve applied it in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Clear IT Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory work. Be ready to discuss your experience managing private client portfolios and any technical assignments you've worked on. This will show that you’re not just qualified, but also genuinely knowledgeable.
✨Client Focus is Key
Since the role involves providing a client-focused service, think of examples where you've gone above and beyond for clients. Prepare to share how you’ve effectively liaised with clients and managed their expectations, as this will highlight your proactive approach.
✨Prepare for HMRC Questions
Given that liaising with HMRC is part of the job, be prepared to discuss your experience dealing with HMRC enquiries. Think about specific situations where you successfully navigated complex issues or resolved client matters with them.
✨Showcase Your Team Spirit
This role involves working closely with directors and managers, so be ready to talk about your teamwork skills. Share examples of how you’ve collaborated with others, especially in reviewing tax returns or managing junior staff, to demonstrate your ability to work well in a team.
