At a Glance
- Tasks: Deliver personal, trust, and estate tax compliance services while supporting advisory projects.
- Company: Join a well-established accountancy firm with a supportive and progressive culture.
- Benefits: Enjoy hybrid working, ongoing training, and clear progression opportunities.
- Other info: Mentoring opportunities available to help you grow and succeed.
- Why this job: Work with high-net-worth clients and develop your expertise in a dynamic environment.
- Qualifications: Experience in private client tax and strong communication skills are essential.
We are recruiting a Private Client Tax Senior for a well-established and growing accountancy and business advisory firm based in Droitwich. This is an excellent opportunity for an experienced tax professional to join a highly regarded Private Client Tax team, working with high-net-worth individuals, trusts, estates, and family wealth structures. This role is ideal for an established Tax Senior seeking greater exposure to advisory work, or a tax professional looking to further develop their expertise within a supportive and progressive practice environment.
The Role
As a Private Client Tax Senior, you will play a key role in delivering personal, trust, and estate tax compliance services, while supporting senior colleagues with a range of advisory projects. You will act as a primary point of contact for clients, gathering relevant information, managing relationships, and ensuring compliance obligations are completed accurately and on time. The role will involve preparing and reviewing self-assessment tax returns and claims for high-net-worth individuals, trusts, and estates, as well as preparing and submitting Capital Gains Tax, Income Tax, and Inheritance Tax reporting forms. You will liaise directly with HMRC regarding enquiries, penalty notices, and compliance matters, while providing practical advice to clients on day-to-day tax queries. Working closely with Senior Managers, Directors, and Partners, you will support a variety of tax planning assignments, including the preparation of inheritance tax and capital gains tax computations, wealth schedules, and documentation for advisory meetings. The role will also involve contributing to departmental processes and efficiencies, as well as coaching and mentoring junior team members to support their professional development and ensure high standards of client service are maintained. This position offers excellent exposure to both compliance and advisory work, providing strong opportunities for continued career development within private client taxation.
About You
You will have experience working within a private client tax environment, ideally gained within a UK accountancy practice or professional services firm. You will possess strong technical knowledge of personal taxation, trusts, estates, and capital taxes, alongside experience preparing and reviewing self-assessment tax returns. Experience dealing directly with clients and HMRC is essential. Strong communication and relationship-building skills, excellent attention to detail, and the ability to manage multiple deadlines are key to success in this role. Previous experience supporting or mentoring junior staff would be advantageous. You will be proactive, client-focused, and keen to further develop your technical expertise and advisory capabilities within a growing private client tax team.
What's on Offer
- Hybrid and flexible working
- Ongoing training and CPD support
- Exposure to high-net-worth individuals, trusts and estates
- Opportunities to develop advisory and tax planning experience
- Supportive and collaborative team culture
- Mentoring and leadership opportunities
- Clear progression opportunities within a growing firm
Location
Droitwich, Worcestershire. Easily commutable from Worcester, Bromsgrove, Redditch, Kidderminster, Malvern, Pershore, Stourport-on-Severn and surrounding areas.
Private Client Tax Senior - Droitwich employer: Oscar Wood
Join a well-established and growing accountancy and business advisory firm in Droitwich, where you will thrive in a supportive and collaborative team culture. With hybrid working options, ongoing training, and clear progression opportunities, this role as a Private Client Tax Senior offers the chance to work closely with high-net-worth individuals while developing your advisory skills in a dynamic environment. Experience a fulfilling career with a focus on personal growth and client service excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior - Droitwich
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Oscar Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Senior - Droitwich
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Oscar Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Oscar Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Oscar Wood!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Oscar Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Oscar Wood. It helps to show our commitment!
