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- Tasks: Provide expert tax advice and manage a diverse client portfolio.
- Company: Leading tax and business advisory firm known for integrity and expertise.
- Benefits: Flexible working, 25 days leave, social events, and health insurance.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: ATT/CTA qualified or equivalent with experience in private client portfolios.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
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.
As a Private Client Tax Senior, within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects of a large portfolio including billing, delegation and monitoring work in progress.
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 returns.
- 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
Contact Detail:
Clear IT Recruitment 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 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!
✨Tip Number 3
Showcase your client management skills! Be ready to share examples of how you've successfully managed portfolios and dealt with HMRC enquiries. This will demonstrate your ability to provide that efficient, client-focused service they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us!
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 experience with private client portfolios and any relevant qualifications like ATT or 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 passionate about tax advisory work and how you can provide a proactive service to our clients. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves managing complex tax affairs, be sure to showcase your technical expertise in personal tax compliance. Mention any specific software or tools you’re familiar with that could help us in managing client portfolios effectively.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal tax compliance and advisory knowledge. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing private client portfolios.
✨Show Your Client Focus
Since the role is all about providing a client-focused service, think of examples where you've gone above and beyond for clients. Prepare to share how you’ve effectively communicated with clients and managed their expectations, especially when liaising with HMRC.
✨Demonstrate Teamwork
You’ll be working closely with directors and managers, so highlight your experience in collaborating with others. Share instances where you’ve successfully delegated tasks or worked as part of a team to achieve a common goal, particularly in a professional services setting.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to risk management or how they support their staff in professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
