At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and prepare personal tax returns.
- Company: Respected professional services firm with a focus on personal development.
- Benefits: Hybrid working, flexible hours, and strong career development opportunities.
- Why this job: Deepen your expertise in private client tax while working with experienced professionals.
- Qualifications: CTA qualified or nearing qualification with experience in accountancy practice.
- Other info: Join a supportive team of over 50 tax professionals across four offices.
The predicted salary is between 36000 - 60000 £ per year.
Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for someone looking to deepen their expertise in private client tax, work with a high-quality client base, and be part of a collaborative and forward-thinking team.
The Role
- You’ll manage a portfolio of high-net-worth individuals, including trusts, partnerships, and non-UK domiciliaries.
- The role includes:
- Preparing personal tax returns and CGT computations
- Handling business tax matters and responding to client queries
- Liaising with HMRC regarding client affairs
- Supporting the delivery of ad hoc advisory work alongside compliance
This is a varied and rewarding role offering exposure to complex tax matters and the chance to work closely with experienced professionals in a dedicated private client environment.
What We’re Looking For
- CTA qualified or nearing qualification
- Experience managing the compliance affairs of a portfolio of private clients
- Strong technical knowledge and problem-solving ability
- Excellent communication and organisational skills
- A proactive, team-oriented approach with a commitment to high standards
Why Join Our Client?
- Be part of a well-established and supportive team with over 50 tax professionals across four offices
- Work with a diverse client base including UK and offshore interests, property owners, business owners, partnerships and trusts
- Hybrid working policy – up to three days per week from home
- 35-hour working week with flexible core hours (10am–4pm)
- Strong focus on career development and internal progression
If you’re open to exploring a new opportunity and this sounds like the right fit, we’d love to hear from you.
Private Client Tax Senior Associate – Accountancy Practice in Bournemouth employer: hays-gcj-v4-pd-online
Contact Detail:
hays-gcj-v4-pd-online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Associate – Accountancy Practice in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about opportunities in private client tax. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and problem-solving skills. Be ready to discuss real-life scenarios where you've managed compliance affairs or handled tricky client queries. Show them you’re the expert they need!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Private Client Tax Senior Associate role. Plus, it’s a great way to show you’re serious about joining a firm that values personal development and technical excellence.
We think you need these skills to ace Private Client Tax Senior Associate – Accountancy Practice in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your CTA qualifications and any relevant accountancy practice experience to show us you’re the right fit for the Private Client Tax Senior Associate role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with our values of personal development and technical excellence. Keep it engaging and professional!
Showcase Your Technical Skills: Since this role involves managing complex tax matters, be sure to mention specific examples of your technical knowledge and problem-solving abilities. We want to see how you’ve tackled challenges in the past and what you can bring to our team.
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 don’t miss out on any important updates. Plus, it shows us you’re keen to join our collaborative team!
How to prepare for a job interview at hays-gcj-v4-pd-online
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around personal tax returns and CGT computations. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and problem-solving skills.
✨Showcase Your Communication Skills
Since you'll be liaising with high-net-worth individuals and HMRC, it's crucial to demonstrate your excellent communication abilities. Practice explaining complex tax matters in simple terms, as this will highlight your ability to connect with clients effectively.
✨Be Proactive and Team-Oriented
During the interview, emphasise your proactive approach and how you thrive in a team environment. Share examples of how you've collaborated with colleagues to deliver high-quality work, as this aligns with the firm's values of collaboration and support.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to personal development and the types of clients you’ll be working with. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.