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- Tasks: Support clients with personal tax compliance and advisory needs, managing your own portfolio.
- Company: Join a tech-enabled accounting firm dedicated to helping ambitious SMEs across the UK.
- Benefits: Enjoy hybrid working, flexible hours, and exceptional learning support tailored to your career goals.
- Why this job: Be part of a collaborative culture that shapes the future of accounting while tackling exciting client challenges.
- Qualifications: Qualified or part-qualified ACCA, ACA, ATT, or equivalent with 2 years' experience in private client tax.
- Other info: Opportunity for shadowing and mentoring from experienced tax professionals.
The predicted salary is between 24000 - 40000 £ per year.
Are you ready to join a forward-thinking, tech-enabled accounting firm that’s fuelling ambitious SMEs across the UK? My client combines expert advice with intuitive technology to help entrepreneurs and businesses plan better and grow faster. They’re on a mission to become the UK’s leading tech-enabled accounting partner for SMEs - and they want you to be part of it!
Location: Oxford Office, OX1
Salary: Up to £40,000!
The Role: As a Private Client Tax Senior Associate in the Private Client team, you’ll play a vital role supporting clients with their personal tax compliance and advisory needs. From preparing self-assessment tax returns to tackling Capital Gains and Inheritance Tax planning, you’ll build trusted relationships and collaborate closely across our team. You’ll also have opportunities to develop your knowledge by working alongside tax managers, directors, and partners through shadowing and mentoring.
What You’ll Do:
- Manage your own portfolio of clients and support junior staff with tax return preparation and review
- Liaise proactively with clients to explain tax liabilities and gather outstanding information
- Assist with general tax planning including Capital Gains Tax and Inheritance Tax
- Collaborate internally to deliver excellent client service and tax solutions
- Engage in learning opportunities and career development initiatives
About You:
- Qualified or part-qualified ACCA, ACA, ATT, or qualified by experience
- Minimum 2 years’ experience in accountancy, with a focus on private client tax compliance and advisory
- Strong understanding of UK tax regulations and excellent client communication skills
- Tech-savvy and keen to work in a fast-paced, collaborative environment
Why Choose Them?
- Hybrid working with flexible core hours (10am-4pm, Mon-Fri)
- Exceptional learning and development support tailored to your career goals
- A culture of respect, collaboration, and shared ambition to shape the future of accounting
- Opportunity to work on exciting client challenges with like-minded, high-calibre colleagues
Get ready to grow your career and help ambitious businesses thrive!
Apply now or get in touch to learn more!
Private Client Tax Senior employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Familiarise yourself with the latest UK tax regulations and compliance requirements. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the accounting and tax sectors, especially those who work with private clients. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios or resolved complex tax issues in previous roles. Real-life scenarios can showcase your problem-solving skills and expertise.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and mission can help you tailor your conversations and show how you align with their goals, making you a more attractive candidate.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax compliance and advisory. Emphasise your qualifications, such as ACCA, ACA, or ATT, and any specific achievements that demonstrate your expertise in managing client portfolios.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their mission to support SMEs and your understanding of UK tax regulations. Use specific examples from your past experiences to illustrate your capabilities.
Showcase Your Tech Savviness: Since the company values tech-enabled solutions, mention any relevant software or tools you are proficient in. Highlight experiences where you used technology to improve efficiency or client service in your previous roles.
Prepare for Potential Questions: Think about common interview questions related to private client tax, such as your approach to tax planning or how you handle client communications. Prepare thoughtful responses that reflect your experience and knowledge in the field.
How to prepare for a job interview at Insite Group
✨Know Your Tax Regulations
Make sure you have a solid understanding of UK tax regulations, especially those related to personal tax compliance and advisory. Brush up on Capital Gains Tax and Inheritance Tax, as these are likely to come up during your interview.
✨Showcase Your Client Communication Skills
Prepare examples of how you've effectively communicated complex tax information to clients in the past. This role requires building trusted relationships, so demonstrating your ability to explain tax liabilities clearly will be crucial.
✨Demonstrate Tech Savviness
Since the firm is tech-enabled, be ready to discuss your experience with accounting software and any tech tools you've used in your previous roles. Highlighting your adaptability to new technologies can set you apart.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and their vision for the future of accounting. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
