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For Companies At a Glance
- Tasks: Manage your own portfolio of high-net-worth individuals and provide expert tax advice.
- Company: Reputable local accountancy firm known for high-quality tax support.
- Benefits: Competitive salary, permanent position, and opportunities for professional growth.
- Why this job: Join a collaborative team and make a real impact on clients' financial success.
- Qualifications: Relevant tax qualification or equivalent experience with strong compliance knowledge.
- Other info: Supportive environment with potential benefits package and career advancement opportunities.
The predicted salary is between 35000 - 45000 £ per year.
About Our Client
This accountancy firm is a local organisation with a strong reputation for providing high-quality tax advice and support. They specialise in assisting private clients with their financial and tax needs, ensuring personalised and expert service. This firm specialises in HNWI's and Partnerships, along with partnering with several legal firms in Dorset & Hampshire.
Job Description
- Demonstrate your Private Client expertise with your own HNWI portfolio.
- Develop your advisory & management skills in a collaborative environment.
- Provide tax compliance and advisory services to a portfolio of private clients.
- Prepare and review self-assessment tax returns and related computations.
- Offer advice on tax planning opportunities to optimise clients' financial situations.
- Ensure compliance with the latest tax legislation and regulations.
- Assist with managing HMRC enquiries and correspondence on behalf of clients.
- Build and maintain strong client relationships through effective communication.
- Support junior team members with their development and training.
- Contribute to the growth of the tax department by identifying business opportunities.
The Successful Applicant
- A relevant professional qualification, such as ATT or CTA, or equivalent experience.
- Strong knowledge of tax compliance and advisory services for private clients.
- Proficiency in tax software and Microsoft Office applications.
- Excellent attention to detail and organisational skills.
- The ability to manage multiple clients and deadlines effectively.
- A commitment to providing high-quality client service.
What's on Offer
- Competitive salary ranging from £35,000 to £45,000, depending on experience.
- Permanent position based in Wimborne with opportunities for professional growth.
- Supportive and collaborative working environment within the professional services sector.
- Potential benefits package to be confirmed.
This is a fantastic opportunity to advance your career as a Private Client Tax Senior in the accountancy industry. If you are interested in joining a respected team in Wimborne, we encourage you to apply today!
Private Client Tax Seinor employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Seinor
✨Tip Number 1
Network like a pro! Attend local events or webinars related to tax and finance. It’s a great way to meet potential employers and show off your expertise in private client tax.
✨Tip Number 2
Don’t underestimate the power of LinkedIn. Make sure your profile is up-to-date and reflects your skills in tax compliance and advisory services. Connect with industry professionals and engage with their content to get noticed.
✨Tip Number 3
Prepare for interviews by brushing up on the latest tax legislation and regulations. Be ready to discuss how you can help clients optimise their financial situations and manage HMRC enquiries effectively.
✨Tip Number 4
Apply through our website! We’re always looking for talented individuals like you to join our team. Show us your passion for providing high-quality client service and let’s grow together!
We think you need these skills to ace Private Client Tax Seinor
Some tips for your application 🫡
Show Off Your Expertise: Make sure to highlight your experience with private clients and HNWI portfolios. We want to see how you've managed tax compliance and advisory services in the past, so don’t hold back on those details!
Tailor Your Application: Take a moment to customise your CV and cover letter for this role. Use keywords from the job description to show us you understand what we're looking for and how you fit the bill.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your skills and experiences shine through without unnecessary fluff.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at Page Personnel
✨Know Your Tax Stuff
Brush up on your knowledge of tax compliance and advisory services, especially for private clients. Be ready to discuss specific cases or scenarios where you've successfully navigated tax legislation or provided valuable advice.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight how you've built and maintained strong client relationships in the past. Think about times when effective communication made a difference in client satisfaction or retention.
✨Demonstrate Your Team Spirit
Since this role involves supporting junior team members, be prepared to talk about your experience in mentoring or training others. Share how you’ve contributed to a collaborative environment and helped colleagues grow.
✨Be Ready for Technical Questions
Expect questions that test your proficiency with tax software and Microsoft Office applications. Familiarise yourself with common tools used in the industry and be ready to discuss how you've used them to manage multiple clients effectively.
