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- Tasks: Manage a diverse personal client tax portfolio and provide advisory support.
- Company: Join Moore Kingston Smith, a dynamic firm with a growing Private Client Tax team.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional development.
- Other info: Work in a supportive team environment with opportunities for growth.
- Why this job: Be the primary contact for clients and engage in meaningful tax advisory work.
- Qualifications: ATT qualified, ideally studying for CTA, with prior tax experience preferred.
The predicted salary is between 35000 - 45000 £ per year.
Our Private Client Tax department are looking for a Senior to join their exciting and growing team.
We are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. The role requires you to take ownership of the portfolio under the guidance of an Assistant Manager. This role follows a hybrid working pattern, with a combination of in-office and remote work. It typically requires three days per week in the St Albans office and an occasional day in the City office as needed.
Key Responsibilities
- Dealing with all day-to-day requirements for a Private Client portfolio, comprising of a mix of clients with varied sources of income e.g., earned and investment income.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Liaising with colleagues outside the Private Client team on client matters e.g., with the General Practice/audit/accounting team.
- Dealing with a range of capital gains tax issues.
- Assisting with or dealing with the delivery of technical advisory work on the portfolio.
- Assisting with one off advisory and compliance assignments.
- Attending client meetings.
- Proposing fees, raising client bills and regularly reviewing WIP.
Skills, Knowledge & Expertise
- The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
- Technical expertise: Already ATT qualified and ideally studying for the CTA qualification (or already CTA qualified). Previous tax experience with a track record of portfolio management is preferred. Experience of the various aspects of Self-Assessment and preparation of tax computations. Experience of basic private client advisory work. Advising on EIS, VCT and SEIS investment reliefs for private clients. Knowledge of UK tax residence and domicile rules preferred. Ability to proactively use tax legislation, HMRC guidance and other tax resources to support or research technical issues encountered on client work.
- Client experience: Private clients and proprietors of owner-managed businesses (self-employed, partnerships and small companies). Non-UK domiciled and non-UK resident clients. UK based high net worth individuals. Property owning clients.
- Enterprise: Actively and consistently seeks out opportunities for work and feedback on areas of improvement. Aware of the relationship between chargeable hours, fees and WIP recovery/profits, and monitors own contribution.
- Business Building: Proactively approaches clients and contacts with ideas and possible opportunities.
- Delivery: Takes responsibility for delivery of client assignments to a high standard. Actively engages with client through delivery process. Can take responsibility for their workload and work with the managers and above to assist with completion.
- Interpersonal skills: Excellent communication skills, both written, verbal and presentation. Engages confidently with clients in a friendly and professional manner. A good team player recognising team objectives and goals and assisting others as required. Provides suggestions and ideas to try and improve operational issues.
Private Client Tax Senior employer: Moore Kingston Smith
Contact Detail:
Moore Kingston Smith Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Tip Number 1
Familiarise yourself with the specific tax issues that high net worth individuals face, such as capital gains tax and EIS/VCT/SEIS investment reliefs. This knowledge will not only help you in interviews but also demonstrate your proactive approach to understanding client needs.
✨Tip Number 2
Network with professionals in the private client tax sector, especially those who work at Moore Kingston Smith or similar firms. Attend industry events or webinars to make connections and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience with portfolio management and client interactions during the interview. Be ready to share specific examples of how you've successfully managed client portfolios and provided advisory services.
✨Tip Number 4
Showcase your communication skills by engaging confidently in conversations with potential colleagues or during networking events. Being personable and professional can leave a lasting impression and highlight your suitability for the role.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory work. Emphasise your qualifications, such as ATT and CTA, and any specific achievements in managing personal client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the Private Client Tax role. Mention your understanding of the key responsibilities and how your skills align with the needs of Moore Kingston Smith.
Highlight Technical Expertise: In your application, clearly outline your technical expertise in areas like Self-Assessment, capital gains tax, and investment reliefs. Use specific examples to demonstrate your knowledge and experience.
Showcase Interpersonal Skills: Since excellent communication is crucial for this role, provide examples of how you've successfully engaged with clients in the past. Highlight your ability to work collaboratively within a team and your proactive approach to client relationships.
How to prepare for a job interview at Moore Kingston Smith
✨Showcase Your Technical Expertise
Make sure to highlight your qualifications, especially if you're ATT qualified or studying for the CTA. Be prepared to discuss your experience with tax compliance and advisory work, particularly in areas like Self-Assessment and capital gains tax.
✨Demonstrate Client Management Skills
As a Private Client Tax Senior, you'll be the primary point of contact for clients. Share examples of how you've successfully managed client relationships in the past, especially with high net worth individuals or partnerships.
✨Prepare for Technical Questions
Expect questions that test your knowledge of UK tax residence and domicile rules, as well as investment reliefs like EIS, VCT, and SEIS. Brush up on relevant legislation and HMRC guidance to confidently tackle these topics.
✨Exhibit Strong Interpersonal Skills
Communication is key in this role. Practice articulating your thoughts clearly and professionally, and be ready to demonstrate how you engage with clients and colleagues alike. Show that you're a team player who values collaboration.