At a Glance
- Tasks: Provide tax compliance and advisory services for personal, trust, and estate clients.
- Company: Join a leading public practice firm with a focus on client relationships.
- Benefits: Enjoy 25 days annual leave, flexible schemes, and career progression opportunities.
- Other info: Hybrid working environment with a commitment to equality and diversity.
- Why this job: Make a real impact by advising high-net-worth individuals and trusts.
- Qualifications: Experience in client compliance and excellent communication skills required.
The predicted salary is between 51750 - 63250 £ per year.
Private Client Tax Senior
Worcester (Hybrid)
Salary up to £45,000 (DOE)
Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Senior to join their team.
The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients.
You will also provide assistance to the Senior Manager/Director/Partners in both compliance and advisory client work.
- Role Requirements -
- Main point of contact for clients to obtain relevant facts to process the client file.
- Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
- Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
- Dealing with HMRC enquiries, penalty notices etc.
- Liaising with clients and building and maintaining relationships.
- Advising on day to day tax queries from clients.
- Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
- Supporting more senior staff in the Private Client Tax department with processes and efficiencies.
- Coach and mentor junior members of the team to ensure compliance and service delivery.
- Encourage equality and diversity amongst teams.
- Personal Requirements -
- Experience of working with client compliance work
- Preparing tax within accountancy practice
- Excellent verbal and written communication skills with internal and external people
- Interpersonal relationship building
- Excellent attention to detail
- Analytical outlook, questioning where needed
- Able to prioritise own workload
- Can work to deadlines
- Effective time management
- Is comfortable working independently
- Can show accuracy in technical work delivered
- Can work and adapt work around technology
- Can demonstrate an ability to innovate and share ideas
- Employee Benefits-
- 25 days annual leave, plus bank holidays
- Career progression
- Electric Car scheme
- Cycle to Work Scheme
- Life Assurance
- Group Personal Pension Plan
- Flexible Holiday Purchase Scheme
- Enhanced Family Pay - maternity, paternity, parental, and compassionate leave
- Employee Assistance Programme - 24/7 confidential helpline as well as online support
- This is an outstanding opportunity for the right individual to join this firm of choice.
Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.
Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.
This role is advertised by Liezl Botha, Butler Rose (AGY)
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Private Client Tax Senior in Worcester employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior in Worcester
✨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 Jobiqo, 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 in Worcester
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 Jobiqo'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 Jobiqo. 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 Jobiqo!
How to prepare for a job interview at Jobiqo
✨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 Jobiqo.
✨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 Jobiqo. It helps to show our commitment!
