At a Glance
- Tasks: Provide top-notch tax advice and compliance for diverse clients in a supportive team.
- Company: Join a respected professional services firm known for its expertise in tax and advisory.
- Benefits: Enjoy a competitive salary, generous holidays, and opportunities for career growth.
- Why this job: Specialise in private client tax while working in a collaborative and employee-focused culture.
- Qualifications: Relevant tax qualifications (ATT or CTA) and experience with high-net-worth individuals required.
- Other info: Mentorship opportunities available for junior team members.
The predicted salary is between 36000 - 59000 £ per year.
The Private Client Tax Executive will provide high-quality tax advice and compliance services to a varied portfolio of clients within the professional services industry. This role offers an excellent opportunity to specialise in private client tax within a supportive and collaborative environment
Client Details
This professional services firm is a well-established and highly regarded organisation, recognised for its expertise in tax and advisory services. Operating as a medium-sized company, they deliver tailored solutions to clients across a range of sectors.
Description
- Prepare and review personal tax returns for a range of clients, ensuring accuracy and compliance with legislation.
- Advise clients on tax-efficient planning opportunities and inheritance tax strategies.
- Handle queries from HMRC and assist clients in resolving tax disputes effectively.
- Support the team with complex technical tax research and reporting requirements.
- Build and maintain strong relationships with clients, ensuring their needs are consistently met.
- Identify opportunities to improve processes and deliver enhanced client services.
- Provide guidance and mentorship to junior team members within the tax department.
- Stay updated on changes in tax legislation and its impact on private clients.
Profile
A successful Private Client Tax Executive should have:
- Relevant tax qualifications, such as ATT or CTA, or equivalent experience in private client tax.
- Strong knowledge of UK personal tax legislation and compliance processes.
- Experience in working with high-net-worth individuals and private clients.
- Excellent attention to detail and the ability to manage multiple tasks effectively.
- Proven ability to communicate complex tax matters clearly and confidently to clients.
- A proactive approach to problem-solving and delivering client-focused solutions.
Job Offer
- Competitive salary range of £40,500 to £49,500, based on experience and qualifications.
- Generous holiday allowance to support a healthy work-life balance.
- Opportunities for professional development and career progression within the tax department.
- A collaborative company culture with a focus on employee well-being and support.
If you are a motivated tax professional looking to specialise in private client tax within the professional services industry, we encourage you to apply today!
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Private Client Tax Executive employer: Michael Page (UK)
Contact Detail:
Michael Page (UK) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Executive
✨Tip Number 1
Network with professionals in the tax and advisory services sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Stay updated on the latest changes in UK personal tax legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to professional development.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled complex tax issues or client relationships in the past. Being able to articulate your experience with high-net-worth individuals will set you apart from other candidates.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, recent projects, and client base. This will allow you to tailor your responses and show how you can contribute to their success.
We think you need these skills to ace Private Client Tax Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant tax qualifications, such as ATT or CTA, and showcases your experience with high-net-worth individuals. Emphasise your knowledge of UK personal tax legislation and compliance processes.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for specialising in private client tax. Mention specific experiences that demonstrate your ability to provide high-quality tax advice and your proactive approach to problem-solving.
Showcase Your Communication Skills: Since the role requires clear communication of complex tax matters, include examples in your application that illustrate how you've effectively communicated with clients or resolved tax disputes in the past.
Highlight Team Collaboration: Mention any experiences where you have worked collaboratively within a team, especially in mentoring junior members or improving processes. This will show your fit within the supportive and collaborative environment of the firm.
How to prepare for a job interview at Michael Page (UK)
✨Showcase Your Tax Knowledge
Make sure to brush up on UK personal tax legislation and compliance processes. Be prepared to discuss specific tax scenarios and how you would handle them, especially those relevant to high-net-worth individuals.
✨Demonstrate Client Relationship Skills
Since the role involves building strong relationships with clients, think of examples from your past experiences where you successfully managed client expectations or resolved disputes. This will show your ability to connect and communicate effectively.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Review common tax planning strategies and be ready to explain how you would advise clients on inheritance tax or other complex issues.
✨Exhibit a Proactive Mindset
The firm values a proactive approach, so come prepared with ideas on how you could improve processes or enhance client services. This shows your initiative and commitment to delivering exceptional service.