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- Tasks: Manage client portfolios and deliver tax compliance and advisory services.
- Company: Join a top 10 accountancy and business advisory firm in Birmingham.
- Benefits: Opportunity for career progression and professional development.
- Why this job: Engage with high-net-worth individuals and diverse tax areas, making a real impact.
- Qualifications: Degree level education and/or CTA/ACA qualified; previous tax experience preferred.
- Other info: Potential to step up to Assistant Manager level based on performance.
The predicted salary is between 36000 - 60000 £ per year.
Levitate Recruitment have been engaged to recruit a Private Client Tax senior associate for a top 10 accountancy and business advisory firm in Birmingham. In joining this team, you will be providing tax compliance and advisory services for a wide range of clients across the London 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 the Midlands. 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 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.
- Experience of managing client portfolios.
Private Client Senior Tax Associate employer: Levitate Recruitment
Contact Detail:
Levitate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Tax Associate
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who work with high-net-worth individuals (HNWIs). Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges they face.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements, particularly those affecting HNWIs and international clients. 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 Levitate Recruitment or similar firms on platforms like LinkedIn. Ask them about their experiences and any insights they can share about the company culture and expectations for the Private Client Senior Tax Associate role.
✨Tip Number 4
Prepare to discuss your experience managing client portfolios and any relevant projects during interviews. Be ready to provide examples of how you've successfully navigated complex tax issues or improved client relationships in your previous roles.
We think you need these skills to ace Private Client Senior Tax Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory services. Emphasise any work with high-net-worth individuals (HNWIs) and your understanding of international tax matters, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory and compliance. Mention specific experiences that relate to managing client portfolios and your ability to liaise with HMRC, as this will demonstrate your suitability for the position.
Highlight Qualifications: Clearly state your educational background and any qualifications such as CTA or ACA. If you have relevant certifications, make sure they are prominently displayed, as these are essential for the role.
Showcase Professional Development: Mention any ongoing professional education or training you are undertaking. This shows your commitment to self-development and progression within the firm, which is important for the hiring team.
How to prepare for a job interview at Levitate Recruitment
✨Know Your Tax Fundamentals
Brush up on your knowledge of tax compliance and advisory services, especially in areas relevant to high-net-worth individuals. Be prepared to discuss specific tax scenarios and how you would approach them.
✨Demonstrate Client Management Skills
Since the role involves managing a portfolio of clients, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate effectively and handle client queries.
✨Familiarise Yourself with HMRC Procedures
Understanding how to liaise with HMRC is crucial for this position. Make sure you can discuss your experience with compliance issues and any relevant interactions you've had with tax authorities.
✨Showcase Your Professional Development
The firm values self-development and continuing education. Be prepared to talk about any additional qualifications or training you've pursued, and how they have prepared you for this role.
