At a Glance
- Tasks: Manage tax affairs for high-net-worth clients and support personal tax planning.
- Company: Established London accountancy firm with a personal approach to client service.
- Benefits: Salary up to £65,000, hybrid working, and opportunities for career development.
- Other info: Gain broad exposure and direct access to senior decision-makers.
- Why this job: Join a supportive team and build long-term relationships while developing your advisory skills.
- Qualifications: Newly qualified CTA with strong UK personal tax knowledge.
The predicted salary is between 51750 - 63250 £ per year.
An established London accountancy, audit and tax advisory firm is looking for a newly qualified CTA to join its experienced Private Client team. The firm advises entrepreneurial individuals, high-net-worth families and owner-managed businesses, combining high-quality technical advice with a personal approach. You will work closely with senior tax professionals and colleagues across the wider business.
This is an excellent opportunity to manage a varied private client portfolio while developing your advisory experience. Your responsibilities will include:
- Managing the tax affairs of high-net-worth individuals, families and non-long-term UK residents
- Reviewing self-assessment tax returns for individuals, partnerships and trusts
- Acting as a key contact for clients, HMRC and other professional advisers
- Supporting personal tax planning and wider advisory assignments
- Guiding and supporting junior colleagues and trainees
You will join a supportive firm offering broad exposure, direct access to senior decision-makers and the opportunity to build long-term client relationships. The role would suit a newly qualified CTA with strong UK personal tax knowledge who wants to develop a well-rounded private client career.
With a salary of up to £65,000 and hybrid working requiring three office days per week, this is an opportunity not to be missed.
CTA Newly Qualified - Private Client employer: CMR Search
Join an established London accountancy firm that prioritises employee growth and a supportive work culture. With direct access to senior professionals and the chance to manage a diverse private client portfolio, you will thrive in an environment that values high-quality advice and personal connections. Enjoy competitive salary packages, hybrid working arrangements, and the opportunity to develop your advisory skills while making a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land CTA Newly Qualified - Private Client
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CMR Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CTA Newly Qualified - Private Client
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CMR Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CMR Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CMR Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CMR Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CMR Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CMR Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
