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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and ensure top-notch service delivery.
- Company: Leading independent firm in South Dorset with a strong focus on Private Client Advisory.
- Benefits: 25 days annual leave, hybrid working, profit share scheme, and wellness support.
- Why this job: Be the face of the company and make a real impact on clients' financial journeys.
- Qualifications: Fully qualified ATT or CTA with excellent communication and relationship-building skills.
- Other info: Dynamic team environment with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
- Mixed Tax Senior
- Well established firm near Farnham
About Our Client
This is an opportunity to join a mid-sized organisation that has built a strong reputation in the professional services industry. With a diverse and inclusive culture, the firm takes pride in delivering top-notch tax and financial services to a broad client base.
Job Description
- Managing a portfolio of private clients effectively and efficiently (with a small amount of Business Tax clients too).
- Providing bespoke tax advice to clients.
- Preparing and reviewing tax returns to ensure accuracy.
- Maintaining strong client relationships through excellent communication.
- Identifying opportunities for tax planning and advising clients accordingly.
- Ensuring compliance with all tax regulations and staying updated on tax legislation changes.
- Working collaboratively with other departments to deliver holistic client service.
- Contributing to the growth of the tax department by attracting new clients.
The Successful Applicant
A successful Mixed Tax Senior should have:
- Proven experience in a tax-focused role within the accountancy industry.
- ATT qualified/part-qualified or qualified by experience.
- Excellent knowledge of tax legislation and compliance.
- Strong interpersonal skills to maintain and develop client relationships.
- A strategic mindset for identifying tax planning opportunities.
- A proactive approach to staying updated on changes in tax regulations.
What\’s on Offer
- A competitive salary range, approximately between £35,000 and £45,000.
- Hybrid working.
- An inclusive and supportive company culture.
- The opportunity to work with a diverse portfolio of clients in the professional services industry.
- A role based in the beautiful location of Farnham.
- Opportunities for professional growth and development.
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Private Client Tax Senior 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 Senior
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from the firm, make sure you can confidently explain why you’re the perfect fit for the Private Client Tax Senior role. Highlight your client-centric approach and how you can add value to their team.
✨Tip Number 3
Showcase your expertise! If you have any relevant experience or knowledge about tax planning, trusts, or estates, make sure to bring it up in conversations. Share insights or ask questions that demonstrate your understanding of the field.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on the opportunity to stand out!
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your qualifications like ATT or CTA, and showcase your client-centric approach and communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for our team. Mention specific experiences that demonstrate your ability to manage client portfolios and maintain relationships.
Showcase Your Written Skills: Since excellent written skills are key for this role, ensure your application is clear, concise, and free of errors. This is your opportunity to demonstrate your attention to detail and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Michael Page (UK)
✨Know Your Client Portfolio
Before the interview, get familiar with the types of clients you'll be managing, like HNWIs and trusts. Understand their unique needs and how the firm tailors its services to them. This will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated with clients in the past, whether through meetings or written correspondence. This will highlight your ability to build relationships.
✨Demonstrate Your Problem-Solving Ability
Think of specific instances where you've tackled complex issues for clients or within a team. Be ready to discuss your thought process and the outcomes. This will illustrate your capability to handle the challenges that come with managing a diverse client portfolio.
✨Emphasise Teamwork and Leadership
As a Private Client Tax Senior, you'll be mentoring others. Share experiences where you've motivated or guided team members. Highlighting your leadership skills will show that you can not only manage your own workload but also uplift those around you.
