At a Glance
- Tasks: Prepare personal tax returns and support advisory work for diverse clients.
- Company: A top-50 practice in Newbury with a collaborative and supportive culture.
- Benefits: Competitive salary, work-life balance, and professional development opportunities.
- Other info: Join a team that values diversity and supports your unique journey.
- Why this job: Escape rigid hierarchies and grow in a role that values your ideas and contributions.
- Qualifications: ATT qualification or working towards CTA, strong personal tax knowledge, and client management skills.
The predicted salary is between 35000 - 42000 € per year.
Looking for a role where you can build deeper client relationships, get involved in advisory work, and progress within a well-established firm? A growing top-50 practice in Newbury is looking to welcome a Personal Tax Semi Senior into their collaborative and down-to-earth team. This isn't just a compliance-heavy role - it's a chance to broaden your experience and step into more interesting, value-added work.
You'll be supporting managers and directors across a diverse portfolio of personal tax clients, including high-net-worth individuals, entrepreneurs, and business owners. Alongside your day-to-day responsibilities, you'll have the opportunity to get stuck into tax planning and support on more complex advisory matters. If you're looking to escape the rigid hierarchy and find a team that supports growth and ideas - this could be the right next step.
The role will include:
- Preparing personal tax returns for a wide variety of clients
- Helping identify tax planning opportunities and supporting advisory work
- Liaising with HMRC and clients directly
- Managing deadlines and organising your workflow
- Collaborating with the wider tax and accounts teams
- Coaching more junior colleagues when needed
The ideal candidate will have:
- ATT qualification and/or be working towards CTA (QBE also considered)
- Strong personal tax knowledge and a solid compliance background
- Experience with HNWIs, sole traders, and partnerships
- Confidence in managing deadlines and client communications
- An interest in developing broader advisory experience
Why this role stands out:
This is a firm that genuinely values work-life balance, professional development, and building long-term careers. You'll be trusted to do good work, encouraged to grow, and supported by experienced mentors who want you to succeed. If you're a Personal Tax Semi Senior based near Newbury and ready for more scope, more responsibility, and a more human approach to practice life - we'd love to hear from you.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Semi Senior in Newbury employer: Pro-Finance
Join a top-50 practice in Newbury that prioritises work-life balance and professional development, offering you the chance to build meaningful client relationships while engaging in diverse advisory work. With a collaborative culture and a commitment to nurturing talent, you'll find ample opportunities for growth and mentorship in a supportive environment that values your unique contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Semi Senior in Newbury
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local tax seminars, workshops, or networking events. Building relationships can lead to job opportunities that aren't even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your personal tax knowledge and any relevant experiences. This is your moment to shine and show how you can add value to their team.
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like ours! Express your interest and ask if they have any upcoming opportunities. You never know what might come up!
✨Prepare for Interviews
Do your homework before interviews. Understand the firm’s values and recent projects. Be ready to discuss how your skills align with their needs, especially in advisory work. Confidence is key!
We think you need these skills to ace Private Client Tax Semi Senior in Newbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Semi Senior role. Highlight your personal tax knowledge, compliance background, and any advisory work you've done. 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 excited about this role and how your experience aligns with what we're looking for. Don't forget to mention your interest in building client relationships and getting involved in tax planning.
Showcase Your Soft Skills:While technical skills are important, we also value communication and teamwork. Make sure to include examples of how you've collaborated with others or coached junior colleagues. This will show us you're a great fit for our down-to-earth team!
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. Plus, it shows us you're keen to join our team!
How to prepare for a job interview at Pro-Finance
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around high-net-worth individuals and partnerships. Be ready to discuss specific tax planning opportunities you've identified in the past or how you would approach complex advisory matters.
✨Show Your People Skills
This role is all about building relationships, so be prepared to share examples of how you've successfully managed client communications. Highlight any experiences where you've collaborated with teams or coached junior colleagues, as this will show your ability to work well within a team.
✨Demonstrate Your Organisational Skills
Managing deadlines is key in this role. Come equipped with examples of how you've organised your workflow in previous positions, especially during busy periods. This will reassure them that you can handle the demands of the job.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to professional development and work-life balance. This shows you're genuinely interested in their culture and values, and it gives you a chance to see if they align with what you're looking for in your next role.
