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- Tasks: Manage client portfolios and deliver tax compliance and advisory services.
- Company: Join a leading National Accountancy Practice focused on high-net-worth individuals.
- Benefits: Enjoy a competitive salary, company benefits, and opportunities for career progression.
- Why this job: Be part of a collaborative team with a focus on professional growth and client relationships.
- Qualifications: Degree level education and/or ATT/CTA/ACA qualified; tax compliance experience preferred.
- Other info: Opportunity to step up to Assistant Manager level based on performance.
The predicted salary is between 30000 - 45000 £ per year.
TEAMWORK IS AT THE HEART OF GREAT ACHIEVEMENT
£35,000 - £45,000 + Company Benefits + Career Progression
Levitate Recruitment have been engaged to recruit a Private Client Tax Senior Associate for a leading National Accountancy Practice. In joining this team, you will be providing tax compliance and advisory services for a wide range of clients across the North West region and overseas. The private client team focus on HNWIs including tax areas such as international (residence, non-doms and overseas trust/company structures), private equity, UK property, trusts and owner-managed businesses.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients whilst also providing assistance to the senior management team in both Guildford and London. There will be an opportunity for you to step up to Assistant Manager level subject to experience, performance, appraisal and assessment.
Role:
- Take responsibility for the delivery of client work and specific projects within your portfolio.
- Assist the trainees with technical and procedural matters.
- Liaise with HMRC when required.
- Ensure assignments are completed within agreed budgets and timescales.
- Identify risk and technical matters.
- Ensure that the firm’s quality control procedures are adhered to.
- Participate in bids/proposals for new work as requested and develop professional relationships with clients and within the firm.
- Pay attention to self-development and continuing professional education with a view to progressing within the firm.
Requirements:
- Educated to degree level, and/or ATT/CTA and/or ACA qualified or equivalent.
- Previous experience of working in professional practice within tax compliance.
- Tax advisory experience would be preferable but not essential.
- Making Tax Digital knowledge required.
- Experience of managing client portfolios.
Private Client Tax Senior employer: Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists
Contact Detail:
Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or webinars where you can meet people who work in private client tax roles. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals (HNWIs). This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can provide you with insider knowledge about the company culture and expectations, which can be incredibly useful during the interview process.
✨Tip Number 4
Showcase your ability to manage client portfolios effectively. Prepare examples from your past experiences where you successfully handled client relationships and delivered results, as this will be a key aspect of the role.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the Private Client Tax Senior position. Tailor your application to highlight relevant experience in tax compliance and advisory services.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in professional practice, particularly in tax compliance. Mention any specific projects or client portfolios you have managed that relate to high-net-worth individuals (HNWIs) or international tax matters.
Showcase Your Qualifications: Clearly state your educational background and any relevant qualifications such as ATT, CTA, or ACA. If you have knowledge of Making Tax Digital, be sure to include this as it is a requirement for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also demonstrates your enthusiasm for the role and the firm. Mention how you can contribute to the team and your commitment to professional development.
How to prepare for a job interview at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists
✨Showcase Your Tax Knowledge
Make sure to brush up on your tax compliance and advisory knowledge, especially regarding high-net-worth individuals (HNWIs) and international tax matters. Be prepared to discuss specific cases or scenarios where you've applied your expertise.
✨Demonstrate Teamwork Skills
Since teamwork is crucial for this role, think of examples from your past experiences where you successfully collaborated with colleagues or assisted trainees. Highlight how you contributed to the team's success and how you can bring that same spirit to their firm.
✨Prepare for Client Management Questions
Expect questions about managing client portfolios and how you handle client relationships. Prepare to discuss your approach to ensuring client satisfaction and how you would deal with any challenges that arise.
✨Emphasise Continuous Learning
The firm values self-development and continuing professional education. Be ready to talk about any recent courses or certifications you've pursued, and express your commitment to ongoing learning in the tax field.
