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For Companies At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide high-quality tax solutions.
- Company: Join a growing Private Client Tax team in the heart of London.
- Benefits: Competitive salary, flexible working, and a comprehensive benefits package.
- Other info: Enjoy a hybrid work model with excellent career development opportunities.
- Why this job: Build strong client relationships while advising high-net-worth individuals and businesses.
- Qualifications: ATT/CTA qualified or studying, with experience in personal tax management.
The predicted salary is between 41500 - 45000 £ per year.
The Role
I'm on the hunt for an experienced Private Client Tax Senior to join my client's growing Private Client Tax team in their City office. This is a great opportunity to take ownership of a varied personal tax portfolio while working closely with Managers, Directors and Partners on both compliance and advisory work. You'll act as the main point of contact for your clients, building strong relationships and delivering high quality tax solutions across a diverse client base, including high-net-worth individuals, owner managed businesses and partnerships.
Your key responsibilities will include:
- Managing a mixed private client portfolio, covering all routine personal tax compliance
- Acting as the primary contact for clients and attending client meetings
- Advising individuals with earned, investment and property income
- Working with owner‑managed businesses, partnerships and high‑net‑worth individuals
- Handling a range of Capital Gains Tax matters
- Assisting with and delivering ad‑hoc private client advisory work
- Liaising with colleagues across the wider firm on client matters
- Proposing fees, raising bills and monitoring WIP and recoverability
The Individual
- ATT and/or CTA qualified (or actively studying towards CTA)
- Previous experience managing a personal tax portfolio
- Strong knowledge of Self‑Assessment and tax computations
- Experience advising on EIS, VCT and SEIS investment reliefs
- Knowledge of UK residence and domicile rules preferred
- Comfortable researching tax legislation and HMRC guidance
- Confident communicator with a proactive, client‑focused approach
Location and Salary: City of London – 2 days a week in office, 3 days from home. Salary: £41,500 - £45,000 (dependent on experience) + benefits package.
Private Client Tax Senior in City of London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Private Client Tax Senior role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Self-Assessment and tax computations. Be ready to discuss your experience with high-net-worth individuals and how you’ve handled complex tax matters. Confidence is key, so practice makes perfect!
✨Tip Number 3
Showcase your client relationship skills! During interviews, share examples of how you’ve built strong relationships with clients and delivered high-quality tax solutions. This will demonstrate that you’re not just about numbers, but also about people.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you a better chance of standing out. Let’s get you into that Private Client Tax Senior role!
We think you need these skills to ace Private Client Tax Senior in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with personal tax portfolios and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Private Client Tax Senior role. Mention your client management experience and how you can deliver high-quality tax solutions. Let us know what excites you about working with us!
Showcase Your Communication Skills: As a primary contact for clients, strong communication is key. In your application, give examples of how you've effectively communicated with clients in the past. We love seeing proactive, client-focused approaches!
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, we love seeing candidates who take that extra step!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Self-Assessment and tax computations. Familiarise yourself with the latest tax legislation and HMRC guidance, especially around EIS, VCT, and SEIS investment reliefs. This will show that you're not just qualified but also genuinely interested in the field.
✨Client-Centric Mindset
Since you'll be acting as the primary contact for clients, practice how you would build strong relationships. Think about examples from your past where you've successfully managed client expectations or resolved issues. Being able to communicate confidently and proactively is key!
✨Portfolio Management Experience
Be ready to discuss your experience managing a personal tax portfolio. Prepare specific examples of how you've handled compliance and advisory work, particularly with high-net-worth individuals and owner-managed businesses. This will demonstrate your capability to take ownership of a varied portfolio.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the team dynamics, the types of clients you'll be working with, or how the firm supports ongoing professional development. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.