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For Companies At a Glance
- Tasks: Join our Private Client Tax team to deliver top-notch tax advisory services.
- Company: A leading national firm in audit, tax, advisory, and consulting.
- Benefits: Enjoy flexible benefits, a strong work-life balance, and opportunities for growth.
- Why this job: Be part of a supportive team that values innovation and personal development.
- Qualifications: ATT and/or CTA qualification preferred; experience in professional and private client sectors required.
- Other info: Work in a collaborative culture with opportunities to make a real impact.
The predicted salary is between 36000 - 60000 £ per year.
About the Opportunity
I am working with a leading national audit, tax, advisory, and consulting firm that is seeking a Senior Associate to join their Private Client Tax team in Oldbury. The Private Client team provides tax compliance and advisory services to a wide range of clients, including high-net-worth individuals, owner-managed businesses, and partners. This is an exciting opportunity for someone with experience in the professional and private client sectors who is looking to build a career with a growing and supportive team. You will be involved in delivering high-quality advisory services, managing client relationships, and contributing to the development of the firm’s services.
Key Responsibilities
- Provide clients with proactive and reactive tax planning services, both in the UK and overseas.
- Take an active role in advisory services, working with clients from various departments and offices.
- Run meetings with clients to discuss their tax affairs and future planning opportunities.
- Manage personal tax relationships for a portfolio of clients, helping them comply with tax filing and payment obligations.
- Oversee the personal tax compliance cycle, including tax computations, returns, and liaising with clients and HMRC.
- Delegate preparatory tasks to junior staff and review their work for accuracy and completeness.
- Handle tax-related enquiries from HMRC on behalf of clients.
- Develop and maintain relationships with other agents and third parties, such as investment managers and banks.
Candidate Requirements
- ATT and/or CTA qualification (or nearing completion).
- Significant experience in the professional and private client sectors.
- Strong knowledge of Microsoft Office, especially Excel.
- Excellent communication skills, both written and verbal, with a focus on client service.
- Ability to deliver high-quality work while meeting deadlines.
- A passion for client service and a proactive approach to problem-solving.
- Desire for personal development and career progression.
What You Can Expect
This firm places a strong emphasis on employee growth and offers a collaborative, inclusive work culture. You will have the opportunity to build a rewarding career with continued learning, development, and competitive salaries. Flexible benefits and a strong work-life balance are also part of the firm’s commitment to creating the best environment for its people.
Why Join This Firm?
With cutting-edge resources and a culture that values innovation, this firm provides the perfect environment for career development. You will be encouraged to contribute your ideas, work on exciting projects, and make a difference for clients and communities.
Senior Tax Associate, Private Client Tax employer: KCGroup
Contact Detail:
KCGroup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Associate, Private Client Tax
✨Tip Number 1
Network with professionals in the tax and advisory sectors. Attend industry events or webinars where you can meet people who work at firms like the one you're applying to. Building these connections can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends, especially those affecting high-net-worth individuals and owner-managed businesses. Being well-versed in current issues will not only boost your confidence but also impress interviewers with your proactive approach.
✨Tip Number 3
Prepare for interviews by practising common questions related to client management and tax advisory services. Think of specific examples from your past experience that demonstrate your skills in delivering high-quality work and managing client relationships effectively.
✨Tip Number 4
Showcase your passion for client service during interviews. Be ready to discuss how you've gone above and beyond for clients in previous roles, as this aligns with the firm's emphasis on a proactive approach to problem-solving and client satisfaction.
We think you need these skills to ace Senior Tax Associate, Private Client Tax
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 specific achievements in managing client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and problem-solving. Mention your experience in the professional and private client sectors, and explain why you are excited about the opportunity to join this firm.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've successfully managed client relationships and handled tax-related enquiries. This will demonstrate your ability to deliver high-quality service.
Showcase Your Proactive Approach: In your application, illustrate your proactive approach to tax planning and compliance. Share specific instances where you have identified opportunities for clients or improved processes, which aligns with the firm's emphasis on innovation.
How to prepare for a job interview at KCGroup
✨Showcase Your Tax Knowledge
Make sure to brush up on your knowledge of UK tax laws and regulations, especially those relevant to high-net-worth individuals and owner-managed businesses. Be prepared to discuss specific scenarios where you've successfully navigated complex tax issues.
✨Demonstrate Client Relationship Skills
Since managing client relationships is key for this role, think of examples from your past experiences where you effectively communicated with clients or resolved their concerns. Highlight your ability to build trust and rapport.
✨Prepare for Technical Questions
Expect technical questions related to tax compliance and advisory services. Review common tax planning strategies and be ready to explain how you would approach various client situations, including dealing with HMRC enquiries.
✨Emphasise Your Teamwork Abilities
This firm values collaboration, so be ready to discuss how you've worked in teams before. Share examples of how you've delegated tasks, mentored junior staff, or contributed to a positive team environment.
