At a Glance
- Tasks: Prepare and review personal tax returns, manage client portfolios, and support tax planning.
- Company: Join a growing tax team in a dynamic private client practice.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Collaborative environment with opportunities to work on complex tax assignments.
- Why this job: Make a real impact by advising high-net-worth clients and developing your skills.
- Qualifications: Experience in UK private client tax and progress towards CTA, ATT, ACA, or ACCA qualifications.
The predicted salary is between 50000 - 60000 £ per year.
Tax Senior opportunity in Hertfordshire
Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.
A growing tax team is looking for an experienced Tax Senior to join its private client practice.
The role offers exposure to a broad range of individuals, families, trustees and entrepreneurial clients, with a balance of compliance work and developing advisory responsibilities.
This could suit someone who is CTA or ATT qualified, studying towards a professional qualification, or has relevant ACA or ACCA experience and is ready to progress within private client tax.
The role
You'll have the opportunity to
- Prepare and review UK personal tax returns
- Assist with capital gains tax work involving property, investments and other disposals
- Support inheritance tax planning and estate-related assignments
- Prepare trust tax returns and contribute to trust advisory projects
- Assist with residence, domicile and other private client matters
- Manage a portfolio of clients with appropriate support
- Build relationships with clients and their wider professional advisers
- Work alongside senior colleagues on more complex tax assignments
- Review work completed by junior team members where appropriate
- Identify potential planning opportunities and areas for further support
- Keep informed of legislative developments and explain relevant changes clearly
About you
You'll ideally have
- Previous experience in UK private client tax
- A strong background in personal tax compliance
- Some experience of CGT, IHT and trusts
- Exposure to high-net-worth individuals, family groups or complex affairs
- The ability to manage deadlines and take ownership of your work
- Good technical judgement and attention to detail
- Strong written and verbal communication skills
- A professional, commercially aware and client-focused approach
- CTA, ATT, ACA or ACCA qualification, or progress towards one
You do not need to have experience in every area listed. xgikmsk A solid private client tax background, combined with an interest in developing your advisory skills, would be valuable.
- What's on offer
- Hybrid working arrangements
- E...
Private Client Tax Senior - St Albans employer: Insite Public Practice Recruitment Limited Careers
Join a leading firm in Leatherhead, Surrey, where you will be part of an award-winning Private Client team dedicated to delivering exceptional service to high-net-worth individuals. With flexible working options, a supportive work culture, and ample opportunities for professional growth, this role not only offers competitive remuneration but also the chance to engage with complex tax issues and mentor junior staff, making it a truly rewarding career choice.
Contact Details:
Insite Public Practice Recruitment Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior - St Albans
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Insite Public Practice Recruitment Limited Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Senior - St Albans
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Insite Public Practice Recruitment Limited Careers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Insite Public Practice Recruitment Limited Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Insite Public Practice Recruitment Limited Careers!
How to prepare for a job interview at Insite Public Practice Recruitment Limited Careers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Insite Public Practice Recruitment Limited Careers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Insite Public Practice Recruitment Limited Careers. It helps to show our commitment!
