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- Tasks: Manage your own portfolio of private clients and provide expert tax advice.
- Company: Dynamic firm focused on personal tax with a people-first culture.
- Benefits: 25 days holiday, hybrid working, healthcare support, and regular social events.
- Other info: Fast-paced environment with opportunities for growth and team collaboration.
- Why this job: Step beyond compliance and build impactful relationships with clients.
- Qualifications: ATT qualified or part qualified with experience in private client tax.
The predicted salary is between 40000 - 50000 £ per year.
If you are looking for more than just processing returns and ticking compliance boxes, this Private Client Tax Senior role offers something genuinely different. You’ll step into a position where you are trusted to manage your own portfolio, build direct relationships with clients, and become a go-to advisor on personal tax matters. The environment is fast-moving and people-focused, with a clear emphasis on giving you the space to grow, take ownership, and progress at pace. With exposure to a wide range of clients and the opportunity to get involved in advisory work early, this is a role designed for someone who wants to move beyond routine compliance and build a long-term career with real variety and impact.
Benefits:
- 25 days holiday
- Option to buy or sell additional holiday
- Hybrid working model
- Flexible working hours around core hours
- Additional annual wellbeing day
- Healthcare support including GP access
- Health cash plan
- Retail discounts platform
- Electric vehicle scheme
- Pension and life assurance
- Enhanced family leave policies
- Cycle to work scheme
- Internal development programme
- Regular social events and recognition awards
About The Role:
You will take ownership of a portfolio of private clients, managing their tax affairs end to end while ensuring all compliance deadlines are met. Alongside this, you will support on more complex tax matters, working closely with senior members of the team to deliver practical advice. The role offers a mix of compliance and exposure to advisory work, with regular client interaction and the opportunity to build strong working relationships. You will also play a part in supporting junior team members and contributing to the wider team’s delivery.
Key responsibilities:
- Manage a portfolio of private clients and oversee all related deadlines
- Prepare and review personal tax returns
- Act as a main point of contact for client queries
- Support on tax planning and advisory work
- Liaise with HMRC and handle client correspondence
- Attend client meetings and maintain relationships
- Assist with billing for your portfolio
- Support and guide junior team members
- Contribute to the wider tax team where required
The successful candidate will have:
- ATT qualified CTA part qualified or working towards
- Experience within a private client tax role in practice
- Strong understanding of personal tax compliance
- Ability to manage multiple deadlines and priorities
- Confident communication skills
- Good IT skills and ability to learn new systems
- Ability to work independently and within a team
- Proactive and commercially aware approach
- Full right to work in the UK
Personal Tax Senior in Basingstoke employer: Howett Thorpe Recruitment Consultants Ltd
Contact Detail:
Howett Thorpe Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior in Basingstoke
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Personal Tax Senior role.
✨Tip Number 2
Show off your skills in interviews! Prepare to discuss your experience managing client portfolios and handling complex tax matters. Use real examples to demonstrate how you've built strong relationships and provided valuable advice.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for openings that match your skills and aspirations. Tailor your approach to show why you're the perfect fit for their team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for the Personal Tax Senior position.
We think you need these skills to ace Personal Tax Senior in Basingstoke
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about your passion for personal tax and client relationships.
Tailor Your Application: Make sure to tailor your application to the Personal Tax Senior role. Highlight your experience with managing portfolios and any advisory work you've done. We love seeing how your skills align with what we’re looking for!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid jargon and make it easy for us to see why you’d be a great fit!
Apply Through Our Website: Don’t forget to apply 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 you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Howett Thorpe Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on personal tax compliance and advisory work. Familiarise yourself with the latest regulations and common client queries. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and handle complex queries. This is key for a role that emphasises client interaction and trust.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific tax situations or client concerns. Practise articulating your thought process and decision-making skills, as this will showcase your problem-solving abilities and proactive approach.
✨Demonstrate Team Spirit
Since the role involves supporting junior team members and contributing to the wider team, be prepared to discuss your experience in mentoring or collaborating with others. Show that you value teamwork and are keen to contribute to a positive working environment.