At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and prepare complex tax returns.
- Company: Leading accountancy firm with a strong reputation in private client services.
- Benefits: Competitive salary, hybrid working model, and clear career progression opportunities.
- Other info: Opportunity for rapid career advancement towards Assistant Manager level.
- Why this job: Join a collaborative team and make a real impact on clients' financial success.
- Qualifications: ATT qualified or equivalent, with experience in UK accountancy practice.
The predicted salary is between 40000 - 55000 £ per year.
Location: City of London - hybrid working model
Salary: £40,000 - £55,000 (DOE) + benefits!
The Firm: My client is a leading accountancy and advisory firm, with a strong reputation in the private client space. The firm advises an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners, partnerships and trusts across the UK and internationally. Due to continued growth within the Private Client team, an opportunity has arisen for an ambitious Personal Tax Senior to join a highly regarded and collaborative team. This is an excellent opportunity for someone seeking a clear route towards Assistant Manager level within a highly reputable private client team.
The Opportunity: This role is ideally suited to an individual currently working within a respected practice environment who is looking to broaden their technical exposure and take greater ownership of a diverse private client portfolio. Working closely with experienced Managers and Partners, you will:
- Begin taking ownership of your own portfolio of private clients with support from senior leadership
- Develop trusted, long-term relationships with clients and their advisers
- Support the delivery of revenue and profitability targets across the team
- Gain exposure to a broad range of private client tax matters, including some partnership-related work
Key Responsibilities:
- Manage a varied portfolio of private clients
- Act as a key day-to-day contact for clients, building strong and proactive relationships
- Prepare and review complex self-assessment tax returns and associated tax computations
- Support with partnership tax matters and partnership returns where applicable
- Advise clients on compliance obligations, legislative developments and planning opportunities
- Work closely with clients to understand changes in their personal and business affairs and assess the tax implications
- Ensure all work is delivered efficiently, accurately and in line with internal risk and compliance procedures
- Support Partners and Managers on ad hoc advisory projects as the portfolio develops
About You:
- ATT qualified (or equivalent) and actively studying towards CTA/CTA qual
- Current experience within a UK accountancy practice environment is essential
- Strong background in Private Client/Personal Tax compliance
- Exposure to partnership tax work would be advantageous
- Experience managing relationships with HNW individuals, business owners and entrepreneurial clients
- Technically strong with excellent attention to detail
- Commercially aware with a client-focused approach
- Motivated to progress your career within a leading private client team
Personal Tax Senior in London employer: Insite Public Practice Recruitment Limited
Join a leading accountancy and advisory firm in the heart of the City of London, where you will thrive in a collaborative work culture that prioritises employee growth and development. With a clear pathway to Assistant Manager level, you will benefit from hybrid working arrangements, competitive salary packages, and the opportunity to work with high-net-worth clients, enhancing your technical skills in a supportive environment.
Contact Details:
Insite Public Practice Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior in London
✨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, 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 Personal Tax Senior in London
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'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. 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!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨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.
✨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. It helps to show our commitment!
