At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver top-notch compliance services.
- Company: Dynamic firm in Birmingham offering flexible working and a supportive team environment.
- Benefits: Competitive salary, health cash plan, professional development, and a company pension scheme.
- Other info: Join a team that values your growth and promotes a healthy work-life balance.
- Why this job: Make a real impact by helping clients navigate complex tax matters and build trusted relationships.
- Qualifications: Solid UK personal tax knowledge and experience with self-assessment tax returns.
The predicted salary is between 40000 - 50000 € per year.
Location: City of Birmingham - flexible working available!
I am seeking an experienced and motivated Private Client Tax Senior to take responsibility for managing a varied portfolio of personal tax clients, delivering high-quality compliance services and contributing to advisory work. You will support clients in navigating complex tax matters, ensuring technical excellence and outstanding client service. The role requires strong technical knowledge, confident client handling skills, and the ability to review and support the work of junior team members while contributing to the wider success of the tax team.
Your day-to-day will include:
- Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing compliance & advisory work.
- Preparing and reviewing self‐assessment tax returns.
- Providing advisory support across personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.
- Identifying tax planning opportunities and delivering practical, commercial advice to clients.
- Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.
- Preparing and reviewing trust and estate tax returns.
- Liaising with HMRC to resolve client queries and handle communications.
- Reviewing the work of junior team members and supporting their development.
- Assisting with workflow management to ensure deadlines and service standards are met.
- Keeping up to date with legislation and sharing knowledge within the team.
The Individual:
- Solid knowledge of UK personal tax.
- Experience preparing and reviewing self‐assessment tax returns independently.
- A proactive and professional approach, with strong attention to detail.
- Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively within a team.
- Proficient in various accounting software and MS Office, with advanced Excel skills.
- Exceptional analytical skills and attention to detail.
- Supportive team environment that values professional growth.
A dedicated wellbeing team, providing support, initiatives, and resources to promote a healthy work‐life balance.
- Company pension scheme
- Company health cash plan
- Free on‐site parking
- Fully funded professional qualifications and CPD courses
- Access to a staff benefits platform, offering health and wellbeing support plus exclusive retail discounts.
Private Client Tax Senior in West Bromwich employer: Insite Group
Join a dynamic team in the heart of Birmingham, where we prioritise professional growth and a supportive work culture. As a Private Client Tax Senior, you'll enjoy flexible working arrangements, access to fully funded professional qualifications, and a dedicated wellbeing team that promotes a healthy work-life balance. Our commitment to excellence ensures you will thrive while delivering outstanding client service and developing your skills in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior in West Bromwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience with self-assessment tax returns and your ability to handle complex tax matters. Confidence is key!
✨Tip Number 3
Prepare for interviews by brushing up on current tax legislation and common client queries. Being able to discuss recent changes shows you're proactive and knowledgeable, which is exactly what firms are looking for.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to show your interest in being part of our supportive team environment.
We think you need these skills to ace Private Client Tax Senior in West Bromwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your experience with personal tax clients and any relevant advisory work you've done. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and how your background makes you a great fit for us. Don’t forget to mention your client handling skills and any experience with compliance and advisory work.
Showcase Your Technical Knowledge:We’re looking for someone with solid knowledge of UK personal tax, so make sure to include specific examples of your expertise in your application. Whether it's capital gains tax or property income, let us know how you’ve tackled these areas in the past.
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 applications come through our own platform!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your UK personal tax knowledge. Be ready to discuss self-assessment tax returns and any recent changes in legislation. This shows you're not just familiar with the basics but also current with the latest developments.
✨Showcase Your Client Skills
Prepare examples of how you've built trusted relationships with clients in the past. Think about times when you provided exceptional service or resolved complex queries. This will demonstrate your ability to handle client interactions confidently.
✨Be a Team Player
Since the role involves supporting junior team members, be ready to talk about your experience in mentoring or reviewing their work. Highlight how you’ve contributed to a team’s success and helped others grow professionally.
✨Stay Organised and Proactive
Discuss your approach to managing deadlines and prioritising tasks. Share specific strategies you use to stay organised, especially when juggling multiple clients or projects. This will show that you can maintain high standards even under pressure.
