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For Companies At a Glance
- Tasks: Provide tax planning and advisory services to diverse clients, ensuring compliance and managing relationships.
- Company: Join a leading national firm known for audit, tax, advisory, and consulting services.
- Benefits: Enjoy flexible working arrangements, competitive salaries, and a focus on professional development.
- Why this job: Be part of a supportive culture that values diversity and innovation while advancing your career.
- Qualifications: ATT and/or CTA qualification preferred; experience in the private client sector is a plus.
- Other info: Opportunity to work with high-net-worth individuals and international clients.
The predicted salary is between 36000 - 60000 £ per year.
About the Opportunity
I am currently recruiting for an exciting Senior Associate – Private Client Tax position in Cheltenham with a leading national audit, tax, advisory, and consulting firm. This is an excellent opportunity for individuals who are passionate about providing tax compliance and advisory services to a wide range of clients, including owner-managed businesses, partners, and high-net-worth individuals. The Private Client team at this firm is committed to delivering exceptional client service while offering an environment that fosters professional development and career progression. As a Senior Associate, you will work with a varied portfolio of clients, delivering tax planning and advisory services both within the UK and internationally. This is a great chance for anyone looking to take their career to the next level and be part of a firm that truly values its people and invests in their development.
Key Responsibilities
- Provide proactive and reactive tax planning services to clients, including high-net-worth individuals, businesses, and partners, both in the UK and overseas.
- Manage the tax relationship for a portfolio of clients, ensuring compliance with tax obligations and advising on their personal tax affairs.
- Oversee the personal tax compliance cycle, including tax computations, returns, and payments, liaising with HM Revenue & Customs where necessary.
- Set up and run meetings with clients to discuss their tax planning opportunities and ensure their needs are met.
- Delegate preparatory tasks to supervisors and assistants, reviewing their work to ensure accuracy and quality.
- Act as a role model for junior team members, offering on-the-job coaching and support.
- Handle HM Revenue enquiries into tax returns for clients and support them in resolving any issues.
- Work with third parties such as investment managers, stockbrokers, and banks when required.
Candidate Requirements
- ATT and/or CTA qualification or near qualification is preferred.
- Previous experience in the professional and private client sector.
- Strong knowledge of Microsoft Office, especially Excel.
- A passion for providing excellent client service.
- Energy and enthusiasm to achieve results and take on new challenges.
- A desire for continued personal and professional development.
Why Join?
This firm offers a supportive, inclusive, and friendly working culture, placing a strong emphasis on career development and flexible working arrangements. You will be given the resources and opportunities to grow your career and make a real difference in the private client tax space. The firm values diversity, new ideas, and innovation, offering a great environment to thrive in. With a focus on professional development, competitive salaries, and flexible benefits, this firm is dedicated to creating the best environment for their people to succeed. If you’re looking to progress in your career within the private client tax field, this is an ideal opportunity.
Senior Tax Associate, Private Client employer: KCGroup
Contact Detail:
KCGroup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Associate, Private Client
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Research the firm’s values and culture thoroughly. Understanding their commitment to client service and professional development will help you align your conversations and demonstrate your enthusiasm for joining their team.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided exceptional client service in your previous roles. Highlighting your experience with high-net-worth individuals and complex tax situations will showcase your suitability for the position.
✨Tip Number 4
Familiarise yourself with current trends and changes in tax legislation that may affect private clients. Being knowledgeable about recent developments will not only impress during discussions but also show your proactive approach to the role.
We think you need these skills to ace Senior Tax Associate, Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory services. Emphasise your qualifications, such as ATT or CTA, and any previous roles that involved managing client relationships or overseeing tax compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing excellent client service. Mention specific examples of how you've successfully managed tax planning for clients, particularly high-net-worth individuals or businesses.
Highlight Professional Development: In your application, express your desire for continued personal and professional development. Mention any relevant training or courses you have undertaken, and how they have prepared you for this role.
Showcase Team Leadership Skills: If you have experience mentoring or coaching junior team members, be sure to include this in your application. Highlight how you can contribute to the firm's supportive culture and help develop future talent.
How to prepare for a job interview at KCGroup
✨Know Your Tax Fundamentals
Brush up on your tax knowledge, especially regarding compliance and advisory services for high-net-worth individuals and businesses. Be prepared to discuss specific tax planning strategies and how they can benefit clients.
✨Demonstrate Client-Centric Thinking
Showcase your passion for client service by sharing examples of how you've successfully managed client relationships in the past. Highlight your ability to understand and meet client needs, as this role heavily focuses on delivering exceptional service.
✨Prepare for Technical Questions
Expect technical questions related to personal tax compliance and the tax cycle. Familiarise yourself with recent changes in tax legislation that may affect private clients, as well as common issues faced by clients during HM Revenue enquiries.
✨Exhibit Leadership Qualities
As a Senior Associate, you'll be expected to mentor junior team members. Prepare to discuss your leadership style and provide examples of how you've coached or supported colleagues in previous roles.
