At a Glance
- Tasks: Manage complex personal tax returns and mentor future leaders.
- Company: A mid-tier firm prioritising people and career growth.
- Benefits: Private medical cover, enhanced pension, and volunteering days.
- Why this job: Join a supportive environment where your contributions are valued.
- Qualifications: ATT & CTA qualified with experience in personal tax compliance.
- Other info: Flexible working arrangements and clear progression paths.
The predicted salary is between 36000 - 48000 Β£ per year.
Overview
Job title: Private Client Tax Senior
Location: Cardiff Office, CF10
Salary: Up to Β£42,000
Senior Recruitment Consultant at Insite Group β Recruiting everything Tax within the Public Practice market across the UK.
Ready to Work Where People Come First? Mid-Tier Excellence Awaits β Join a practice where your voice actually matters.
Are you a Private Client Tax Senior feeling overlooked in the Big 4 / Top Firm machine? Or perhaps stuck in a smaller practice without growth opportunities? Itβs time to discover the perfect middle ground with our client, offering sophisticated work with high-net-worth clients, global reach through their International network, plus personal recognition and career development you deserve.
What Youβll Love About This Role:
- Diverse Portfolio Management β Complex personal tax returns including non-doms & non-residents
- Mentoring Opportunities β Shape the next generation while developing your leadership skills
- Broad Expertise Building β CGT, IHT, trusts, estates, and corporation tax exposure
- Advisory Growth β Identify and contribute to high-value advisory projects
- International Exposure β Work across borders with the global network
Why People Choose Them:
- People First Culture β Strong emphasis on work-life balance
- Career Development β Personal coaching and clear progression paths
- Technical Excellence β Work with sophisticated clients
- Agile Working β Flexible arrangements that work for you
- 750+ Colleagues β Large enough for opportunity, small enough to know you
Perfect For You If Youβre:
- ATT & CTA qualified with strong technical knowledge
- Experienced in personal tax compliance portfolio management
- Seeking genuine career progression in a supportive environment
- Ready to mentor others while growing your own expertise
- Seeking a firm where your voice matters and contributions are recognised
What They Offer Beyond Salary:
- Private medical cover & enhanced pension matching
- Enhanced parental leave β Supporting your life priorities
- Volunteering days β Make a difference beyond work
- Wellbeing initiatives β Your whole self matters here
- Career coaching β Personalized development plans
Ready to Join Where Youβre Valued?
Interested in learning more? The client recognises that success starts with their people β including you.
Seniority level
- Executive
Employment type
- Full-time
Job function
- Accounting/Auditing
Industries
- Accounting and Financial Services
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Private Client Tax Senior employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Private Client Tax Senior
β¨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and donβt be shy about reaching out to current employees at firms youβre interested in. You never know who might help you land that perfect role!
β¨Tip Number 2
Prepare for interviews by researching the company culture and values. Since our client emphasises a 'People First Culture', think about how your own values align with theirs. Be ready to share examples of how you've contributed to team success in the past.
β¨Tip Number 3
Showcase your expertise! When discussing your experience, highlight your work with complex personal tax returns and any mentoring roles you've had. This will demonstrate your readiness for the Private Client Tax Senior position and your ability to contribute to advisory growth.
β¨Tip Number 4
Donβt forget to follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision. And remember, apply through our website for the best chance!
We think you need these skills to ace Private Client Tax Senior
Some tips for your application π«‘
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your expertise in personal tax compliance and any mentoring experience you have, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express why you're excited about this role and how you align with our people-first culture. Donβt forget to mention your career aspirations and how they fit with our values.
Showcase Your Technical Skills: Weβre looking for someone with strong technical knowledge, so be sure to include specific examples of your work with CGT, IHT, trusts, and estates. This will help us see your expertise in action!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. Itβs the best way for us to keep track of your application and ensure youβre considered for this fantastic opportunity!
How to prepare for a job interview at Insite Group
β¨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around personal tax compliance, CGT, IHT, and trusts. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.
β¨Showcase Your Mentoring Skills
Since this role involves mentoring others, think of examples from your past where you've helped colleagues grow. Be ready to share how you can contribute to the teamβs development while also enhancing your own leadership skills.
β¨Emphasise Work-Life Balance
This company values a people-first culture, so be prepared to discuss how you manage work-life balance. Share any experiences that highlight your ability to maintain productivity while ensuring personal well-being.
β¨Ask Insightful Questions
Prepare some thoughtful questions about the firmβs approach to career development and their international network. This shows that youβre not only interested in the position but also in how you can grow within the company.