Private Client Tax Senior in Cardiff
Private Client Tax Senior

Private Client Tax Senior in Cardiff

Cardiff Full-Time 37000 - 49000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage tax compliance and provide tailored advice for private clients.
  • Company: Join a top-30 UK accountancy firm with a strong reputation.
  • Benefits: Competitive salary, supportive team environment, and career progression opportunities.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Professional tax/accountancy qualifications and experience managing private client portfolios.
  • Other info: Stay updated on tax regulations and enjoy a dynamic work environment.

The predicted salary is between 37000 - 49000 £ per year.

This is an excellent opportunity to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients in South Wales and the South West.

Client Details

The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to delivering exceptional tax advisory services and supporting their clients' financial goals.

Description

  • Manage and deliver tax compliance services for a portfolio of private clients.
  • Provide tailored tax advice on a variety of matters, including inheritance tax and capital gains tax planning.
  • Assist with HMRC enquiries and tax investigations to ensure client compliance.
  • Review and manage the work of junior team members, providing guidance and support as needed.
  • Build and maintain strong relationships with clients, acting as their trusted tax advisor.
  • Identify opportunities for additional services and contribute to business development activities.
  • Ensure all work adheres to relevant legislation and professional standards.
  • Stay updated on changes in tax regulations and advise clients accordingly.

Profile

  • Professional qualifications in tax or accountancy, such as ATT, CTA, ACA, or ACCA.
  • Strong technical knowledge of personal tax and related regulations.
  • Experience managing a portfolio of private clients within the business services industry.
  • Proven ability to deliver high-quality tax compliance and advisory services.
  • Excellent communication skills to build and maintain client relationships.
  • Strong organisational skills with the ability to manage multiple tasks effectively.
  • A proactive and detail-oriented approach to problem-solving.

Job Offer

  • Competitive salary ranging from £37,000 to £49,000 per annum.
  • Permanent position based in Cardiff.
  • Opportunity to work within a supportive and professional team environment.
  • Potential for career progression within the business services industry.
  • Additional benefits to be confirmed upon offer.

If you are a motivated and skilled Private Client Tax Senior looking for an opportunity in Cardiff, we encourage you to apply today.

Private Client Tax Senior in Cardiff employer: Michael Page

Join a top-30 accountancy firm in Cardiff, where you will thrive in a supportive and professional team environment dedicated to delivering exceptional tax advisory services. With a focus on employee growth and career progression, this role offers the chance to manage a diverse portfolio of private clients while building strong relationships and contributing to business development. Enjoy a competitive salary and the opportunity to work in a dynamic location that fosters both personal and professional development.
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Contact Detail:

Michael Page Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior in Cardiff

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend local tax seminars or workshops, and don’t be shy about introducing yourself. You never know who might have a lead on your next big opportunity!

✨Tip Number 2

Showcase your expertise! When you meet potential employers or clients, be ready to discuss your experience with private clients and tax compliance. Share specific examples of how you've helped clients navigate complex tax issues – it’ll make you stand out!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Keep an eye on our listings and make sure your application shines – we want to see what makes you unique!

We think you need these skills to ace Private Client Tax Senior in Cardiff

Tax Compliance
Tax Advisory
Inheritance Tax Planning
Capital Gains Tax Planning
HMRC Enquiries Management
Portfolio Management
Client Relationship Management
Business Development
Professional Qualifications (ATT, CTA, ACA, ACCA)
Personal Tax Knowledge
Communication Skills
Organisational Skills
Problem-Solving Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Tax Senior role. Highlight your qualifications like ATT, CTA, ACA, or ACCA, and showcase your experience with personal tax compliance and advisory services.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that demonstrate your ability to manage a portfolio of private clients and your knack for building strong client relationships.

Showcase Your Communication Skills: As a Private Client Tax Senior, excellent communication is key. In your application, make sure to convey your ability to explain complex tax matters clearly and how you've successfully built rapport with clients in the past.

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 about the role!

How to prepare for a job interview at Michael Page

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of personal tax regulations, especially inheritance tax and capital gains tax. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.

✨Showcase Your Client Management Skills

Prepare examples of how you've built and maintained strong relationships with clients. Think about specific situations where you acted as a trusted advisor and how you identified opportunities for additional services. This will demonstrate your ability to connect with clients and contribute to business development.

✨Be Ready for Technical Questions

Expect some technical questions related to tax compliance and advisory services. Practise explaining complex tax concepts in simple terms, as this will showcase your communication skills and ability to make tax matters understandable for clients.

✨Demonstrate Leadership Potential

Since the role involves managing junior team members, be prepared to discuss your experience in guiding and supporting others. Share examples of how you've helped colleagues grow or how you've managed workloads effectively, highlighting your organisational skills.

Private Client Tax Senior in Cardiff
Michael Page
Location: Cardiff

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