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- Tasks: Manage a diverse personal tax portfolio and provide high-quality client support.
- Company: Established professional services firm with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunities for career progression from Semi-Senior to Manager level.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- Qualifications: Qualified or part-qualified ATT/CTA with personal tax portfolio experience.
The predicted salary is between 45000 - 55000 £ per year.
An established professional services firm is seeking a Private Client Tax Senior to join its growing team. This role offers the opportunity to manage a varied personal tax portfolio and work closely with senior stakeholders on both compliance and advisory matters. You will act as the main point of contact for clients, building strong relationships and delivering high-quality tax support across a diverse client base, including high-net-worth individuals, owner-managed businesses and partnerships.
Key Responsibilities
- Manage a portfolio of private clients, covering personal tax compliance
- Act as the primary client contact and attend meetings
- Advise on income from employment, investments and property
- Support owner-managed businesses, partnerships and HNW individuals
- Assist with ad-hoc advisory projects
- Collaborate with colleagues across the firm
- Manage billing, WIP and fee proposals
Skills & Experience
- Qualified or Part-qualified ATT/CTA
- Experience managing a personal tax portfolio
- Strong knowledge of Self-Assessment and tax computations
- Experience with EIS, VCT and SEIS reliefs
- Knowledge of UK residence and domicile rules (desirable)
- Ability to research tax legislation and HMRC guidance
- Strong communication skills with a proactive, client-focused approach
Candidates ranging from Semi-Senior to Manager level are encouraged to apply.
Private Client Tax Senior in Guildford employer: PBR Executive Search Ltd
Contact Detail:
PBR Executive Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Private Client Tax Senior role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Self-Assessment and tax computations. Be ready to discuss how you've managed personal tax portfolios in the past, as this will show you're the right fit for the job.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that suit your skills and experience, and make sure to tailor your approach to each firm.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Private Client Tax Senior in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with personal tax compliance and any relevant qualifications like ATT or CTA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Private Client Tax Senior role. Share specific examples of how you've managed client portfolios and built strong relationships in the past.
Show Off Your Communication Skills: Since this role involves acting as the main point of contact for clients, it's crucial to demonstrate your strong communication skills. In your application, mention instances where you've successfully communicated complex tax matters to clients or stakeholders.
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’re considered for the role. Plus, it shows your enthusiasm for joining our team at StudySmarter!
How to prepare for a job interview at PBR Executive Search Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Self-Assessment and tax computations. Familiarise yourself with EIS, VCT, and SEIS reliefs, as well as UK residence and domicile rules. Being able to discuss these topics confidently will show that you're the right fit for managing a personal tax portfolio.
✨Showcase Your Client Management Skills
Since you'll be acting as the primary client contact, it's crucial to demonstrate your ability to build strong relationships. Prepare examples of how you've successfully managed client interactions in the past, especially with high-net-worth individuals or owner-managed businesses.
✨Prepare for Advisory Scenarios
Expect to discuss advisory projects during your interview. Think of specific situations where you've provided valuable tax advice or supported clients with complex issues. This will highlight your proactive approach and problem-solving skills.
✨Communicate Clearly and Confidently
Strong communication skills are key in this role. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experience and answering potential questions.