Private Client Tax Senior

Private Client Tax Senior

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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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

As a Private Client Tax Senior, you will be responsible for handling a portfolio of private clients, providing expert advice on tax matters, and ensuring compliance with regulations. This role in the professional services industry is based in London and requires a strong understanding of tax regulations and client management.

Client Details

This professional services provider is a well-established, medium-sized organisation with a strong presence in London. They are known for their client-focused approach and specialised expertise in tax and accounting services.

Description

  • Manage a portfolio of private clients, ensuring their tax affairs are handled efficiently and accurately.
  • Provide tailored advice on tax planning and compliance to meet client needs.
  • Prepare and review personal tax returns, ensuring timely submissions.
  • Advise on inheritance tax, capital gains tax, and other related matters.
  • Identify tax-saving opportunities and communicate these effectively to clients.
  • Collaborate with colleagues across departments to deliver a seamless service.

Profile

A successful Private Client Tax Senior should have:

  • A strong knowledge of personal tax regulations and compliance processes.
  • Experience in managing a portfolio of private clients within the professional services industry.
  • Relevant professional qualifications, such as ATT or CTA, or equivalent knowledge.
  • Excellent communication and interpersonal skills to build strong client relationships.

Job Offer

  • Competitive salary
  • Flexible benefits tailored to your needs and preferences.
  • Opportunities for career progression and professional development.
  • A supportive and collaborative work environment in London.
  • Exposure to a diverse range of clients and tax challenges.
  • Permanent position with long-term stability and growth potential.

If you are ready to take the next step in your career as a Private Client Tax Senior, apply today!

Private Client Tax Senior employer: Michael Page Finance

As a Private Client Tax Senior at our well-established medium-sized firm in London, you will thrive in a supportive and collaborative work environment that prioritises client-focused service and professional development. We offer competitive salaries, flexible benefits tailored to your needs, and ample opportunities for career progression, making us an excellent employer for those seeking meaningful and rewarding employment in the professional services industry.
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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

Strong Knowledge of Personal Tax Regulations
Tax Compliance Processes
Portfolio Management
Client Relationship Management
Tax Planning and Advisory Skills
Preparation and Review of Personal Tax Returns
Inheritance Tax Knowledge
Capital Gains Tax Expertise
Identifying Tax-Saving Opportunities
Excellent Communication Skills
Interpersonal Skills
Professional Qualifications (ATT or CTA)
Attention to Detail
Problem-Solving Skills

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.

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