At a Glance
- Tasks: Manage personal tax relationships and oversee compliance for diverse clients.
- Company: Join a top 10 accounting and consulting firm in Reading.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by providing valuable tax advice to high net worth individuals.
- Qualifications: ATT/CTA qualification preferred; experience with private clients is a plus.
- Other info: Dynamic role with opportunities for growth and learning in tax advisory.
The predicted salary is between 53000 - 55000 £ per year.
Tax Executive (Private Clients) – £53,000 to £55,000 – On-site – Reading
FryerMiles are delighted to be working with a top 10 accounting and consulting firm to assist with their recruitment of a Tax Executive (Private Clients) to join their team in Reading, Berkshire.
The successful candidate will assist the team in providing tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals and families.
Responsibilities include but not limited to:
- Manage personal tax relationships of individuals, both employed and self-employed, as well as some family trusts on a client portfolio
- Manage and oversee the completion of the personal tax compliance cycle (including tax computations, returns and payments) and liaise with clients and HM Revenue & Customs
- Delegation of preparatory aspects of personal tax work to tax assistants and review of their work
- Liaise with other agents and third parties such as investment managers, stockbrokers and banks where necessary
- Deal with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.
- Provide clients with ad hoc UK tax advice proactively as well as reactively. This could include technical research into areas of tax that are new to you
Requirements:
- ATT and/or CTA qualification or near qualification is preferred
- Experience of working with a portfolio of private clients
- Good knowledge of Microsoft Office, especially Excel
- Experience of working with CCH and IRIS will be useful
- A passion for client service
Tax Executive (Private Clients) – £53,000 to £55,000 – On-site – Reading
Tax Executive (Private Clients) in Reading employer: FryerMiles Recruitment
Contact Detail:
FryerMiles Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Executive (Private Clients) in Reading
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and the services they offer, especially in private client tax. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice common interview questions related to tax compliance and advisory services. Think about scenarios where you've managed client relationships or dealt with HM Revenue & Customs. Being ready with examples will make you stand out!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and get noticed. Plus, it’s a great way to show your enthusiasm for the role and the firm.
We think you need these skills to ace Tax Executive (Private Clients) in Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Executive role. Highlight your experience with personal tax compliance and advisory services, especially if you've worked with high net worth individuals or family trusts. 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 client service and how your qualifications, like ATT or CTA, make you a great fit for our team. Keep it engaging and personal – we love to see your personality come through!
Showcase Relevant Experience: When detailing your work history, focus on your experience managing personal tax relationships and handling compliance cycles. If you've dealt with HM Revenue & Customs or provided ad hoc tax advice, make sure to mention it. We’re keen to see how you’ve made an impact in previous roles!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at FryerMiles Recruitment
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance and advisory services. Be ready to discuss specific cases or scenarios you've handled, especially with high net worth individuals or family trusts. This shows you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to manage client relationships effectively. Talk about how you've dealt with HM Revenue & Customs or resolved client queries in the past. This will demonstrate your client service passion and your capability to handle complex situations.
✨Familiarise Yourself with Tools
Since knowledge of Microsoft Office, particularly Excel, is important, make sure you can discuss how you've used these tools in your previous roles. If you have experience with CCH and IRIS, be ready to explain how you’ve utilised them to streamline tax processes.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax advisory services or their client portfolio. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals and values.