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- Tasks: Manage a diverse portfolio of private clients and deliver high-quality tax compliance and advisory services.
- Company: Join a leading firm of Chartered Accountants in Cardiff with a supportive culture.
- Benefits: Enjoy a competitive salary, flexible working, company pension, and career development opportunities.
- Why this job: Make a real impact while growing your career in a progressive and collaborative environment.
- Qualifications: ATT/CTA qualified or working towards it, with three years' experience in UK Practice.
- Other info: Ideal for those eager to develop their skills and support junior colleagues.
The predicted salary is between 32000 - 44000 £ per year.
Job Description
Private Client Tax Senior – Cardiff
Salary:£32,000 – £44,000 (Dependent on Experience)
Crowe Watson Recruitment is delighted to be partnering with a leading firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Senior.
This is an excellent opportunity to join a supportive and progressive practice offering flexible working, a company pension, and a strong focus on career development. The firm is highly regarded across South Wales for delivering first-class client service, and this role provides excellent scope for professional growth.
Benefits Include:
- Competitive Salary – £32,000 – £44,000/year (DOE)
- Flexible Working
- Company Pension
- Career Development Opportunities
- Supportive and Collaborative Work Environment
This role is ideal for someone who enjoys managing a diverse portfolio of private clients, delivering high-quality compliance and advisory services, and supporting junior colleagues in their development.
Key Responsibilities:
- Managing a varied portfolio of private clients, ensuring tax compliance and advisory work is delivered to a high standard
- Preparing and reviewing self-assessment tax returns and related computations
- Liaising with HMRC and clients on complex tax matters
- Assisting with tax planning projects and advisory assignments
- Supporting junior staff with technical queries and professional development
Skills & Experience:
- ATT/CTA qualified (or working towards)
- Minimum of three years’ experience in a UK Practice environment
- Strong technical knowledge of personal tax and related legislation
- Excellent communication and client relationship skills
- Ability to manage deadlines and prioritise workload effectively
At Crowe Watson, we specialise in matching talented professionals with leading accountancy firms across the UK. We are proud to be supporting this highly reputable firm in their search for talent and are committed to making the recruitment process seamless and efficient.
Even if you don’t meet every requirement, we’d still love to hear from you if you’re eager to progress your career in private client tax.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative, and salary is dependent on experience.
Private Client Tax Senior employer: Crowe Watson Recruitment
Contact Detail:
Crowe Watson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to private client tax. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio or a personal website that highlights your achievements and projects in tax compliance and advisory work. This can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially if you're ATT/CTA qualified or working towards it, and showcase your experience in managing private client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client tax and how your background makes you a great fit for the role. Don’t forget to mention your communication skills and ability to support junior colleagues.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of personal tax, make sure to include specific examples of your experience with tax compliance and advisory work. This will help us see that you can deliver high-quality services to our clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing talent we’re bringing on board!
How to prepare for a job interview at Crowe Watson Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge before the interview. Familiarise yourself with recent changes in tax legislation and be ready to discuss how they might impact clients. This will show that you're not just qualified, but also proactive and engaged with the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed a diverse portfolio of clients in the past. Think about specific challenges you faced and how you overcame them. This will demonstrate your ability to deliver high-quality compliance and advisory services, which is key for this role.
✨Be Ready for Technical Questions
Expect some technical questions during the interview, especially around self-assessment tax returns and complex tax matters. Practise explaining your thought process clearly and concisely, as this will highlight your strong communication skills and technical knowledge.
✨Emphasise Team Support
Since the role involves supporting junior colleagues, be prepared to discuss your experience in mentoring or assisting others. Share specific instances where you've helped someone develop their skills or resolve a technical query, showcasing your collaborative spirit and leadership potential.
