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For Companies At a Glance
- Tasks: Manage private client portfolios and provide expert tax advice.
- Company: Join a well-established professional services provider in London.
- Benefits: Enjoy competitive salary, flexible benefits, and career progression opportunities.
- Why this job: Be part of a supportive team tackling diverse tax challenges with a client-focused approach.
- Qualifications: Strong knowledge of personal tax regulations and relevant qualifications like ATT or CTA required.
- Other info: Permanent position offering long-term stability and growth potential.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
The role of Private Client Tax Senior involves providing expert advice and compliance services to a portfolio of private clients. This position is ideal for a tax professional eager to excel in a professional services environment in London.
Client Details
This professional services firm is a well-established, medium-sized organisation based in London. It specialises in delivering tax, accounting, and advisory services to a diverse clientele, ensuring tailored solutions to meet individual needs.
Description
- Manage a portfolio of private clients, ensuring timely and accurate tax compliance services.
- Provide bespoke tax planning advice tailored to client requirements.
- Review self-assessment tax returns prepared by junior staff.
- Identify and advise on tax-saving opportunities for clients.
- Handle HMRC enquiries and correspondence efficiently.
- Support the development of junior team members through training and mentoring.
- Keep up-to-date with tax legislation and communicate changes to clients and colleagues.
- Collaborate with other departments to provide a holistic service to clients.
Profile
A successful Private Client Tax Senior should have:
- Professional qualifications in tax or accounting (e.g., ATT, CTA, or ACCA).
- Experience managing a portfolio of private clients.
- Strong knowledge of personal tax regulations and compliance processes.
- Excellent communication and interpersonal skills to liaise with clients and colleagues.
- The ability to identify tax planning opportunities and provide tailored advice.
- Proficiency in tax software and Microsoft Office applications.
- A proactive approach to problem-solving and decision-making.
Job Offer
- A competitive salary ranging from £45,000 to £55,000, depending on experience.
- A permanent position within a respected professional services firm in London.
- Hybrid working.
- A supportive work environment with opportunities for professional growth and development.
- Exposure to a diverse client base and complex tax matters.
- Potential for progression within the tax department.
Private Client Tax Senior employer: Michael Page Finance
Contact Detail:
Michael Page Finance 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 accounting industry. Attend relevant events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest tax regulations and compliance changes. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide expert advice.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed a portfolio of private clients in the past. Highlight your problem-solving skills and any tax-saving strategies you've implemented for clients.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their client base, values, and recent developments in the firm. This will allow you to tailor your responses and show genuine interest in their work.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Tax Senior. Familiarise yourself with tax regulations and client management to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in managing private client portfolios and your knowledge of personal tax regulations. Use specific examples to demonstrate your expertise and how it aligns with the job requirements.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for tax advisory and client service. Mention why you are interested in this particular role and how your skills can contribute to the company's success.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or typos. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Michael Page Finance
✨Know Your Tax Regulations
Make sure you have a solid understanding of personal tax regulations and compliance processes. Brush up on inheritance tax, capital gains tax, and any recent changes in legislation that may affect your clients.
✨Showcase Client Management Skills
Prepare examples from your past experience where you've successfully managed a portfolio of private clients. Highlight how you tailored your advice to meet their specific needs and how you built strong relationships with them.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss how you've identified tax-saving opportunities for clients in the past. Think of specific scenarios where your advice made a significant impact on a client's financial situation.
✨Communicate Effectively
Practice articulating complex tax concepts in a clear and concise manner. The ability to communicate effectively with clients is crucial, so be prepared to demonstrate your interpersonal skills during the interview.
