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- Tasks: Manage your own portfolio of private clients and support advisory work.
- Company: Top 15 Accounting Practice in Central London with a strong reputation.
- Benefits: 25 days holiday, hybrid working, study support, and additional perks.
- Other info: Flexible working environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Experience in personal tax and strong client management skills.
The predicted salary is between 50000 - 65000 £ per year.
A Top 15 Accounting Practice in Central London is recruiting for a Personal Tax Senior, offering flexible working and study support through CTA. You'll be joining a highly established Private Client team in a long-standing Accounting Practice, and as a Personal Tax Senior, you'll be tasked with managing your own portfolio of clients, dealing with all compliance matters and supporting advisory work.
Responsibilities:
- Manage your own Private Client portfolio, comprising of a mix of clients such as partnerships, owner-managed businesses and high net worth individuals
- Be the main point of contact for your clients
- Assist and/or lead technical advisory work
- Attend client meetings alongside senior colleagues
- Strengthen collaboration between internal teams
- Support in business development and marketing initiatives
- Support in the development and training of junior colleagues
Benefits:
- 25 days holiday + bank holidays + 3 extra days off at Christmas + option to buy/sell
- Hybrid working
- Study support through CTA
- Life cover, Critical Illness cover, Income protection
- Professional subscriptions coverage
Private Client Tax Senior employer: Morgan McKinley
Contact Detail:
Morgan McKinley 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, or even hit up LinkedIn to find folks who work at firms you're interested in. A personal connection can make all the difference!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Know their values and how they align with yours. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to talk about your experience and how it relates to managing a Private Client portfolio. Highlight your skills in compliance and advisory work, and don’t forget to mention any relevant training or qualifications.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm. Plus, it’s super easy to keep track of your applications and updates!
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 Personal Tax Senior role. Highlight your experience with managing client portfolios and any advisory work you've done, as this will show us you're a great fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your background aligns with our values. Don’t forget to mention your interest in flexible working and study support through CTA!
Showcase Your Client Management Skills: Since you'll be managing your own portfolio, it's crucial to demonstrate your client management skills. Share specific examples of how you've successfully handled client relationships and compliance matters 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 from our team!
How to prepare for a job interview at Morgan McKinley
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and compliance matters relevant to private clients. Being able to discuss specific cases or recent changes in tax law will show your expertise and enthusiasm for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to be the main point of contact and how you've built strong relationships with clients, especially high net worth individuals.
✨Be Ready for Technical Questions
Expect some technical advisory questions during the interview. Practise explaining complex tax concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients and colleagues alike.
✨Demonstrate Team Collaboration
Since the role involves working closely with internal teams, think of examples where you've collaborated successfully. Discuss how you’ve supported junior colleagues or contributed to business development initiatives to show you're a team player.