At a Glance
- Tasks: Manage a portfolio of private tax clients and handle personal tax compliance.
- Company: Independent accountancy firm in the heart of Leeds.
- Benefits: Competitive salary, benefits, and a supportive work environment.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Grow your tax career while working with high-net-worth individuals and entrepreneurs.
- Qualifications: ATT/CTA/ACA qualified or near-qualified with UK private client tax experience.
The predicted salary is between 30000 - 40000 £ per year.
Independent Accountancy firm offering £30,000 – £40,000 + Benefits. We are currently working for a leading accountancy firm in the centre of Leeds who are looking to bring in an experienced Tax Senior or Semi Senior to run and manage their own portfolio.
As a Personal Tax Senior you'll get involved in:
- Managing a portfolio of private tax clients, including HNWIs, entrepreneurs, and family business owners.
- Handling personal tax compliance, including self‑assessment tax returns, trust returns, and basic advisory elements (as applicable).
- Working closely with managers and directors on client delivery, and taking increasing ownership of client communications.
- Contributing to the team's knowledge‑sharing culture and participating in client meetings where appropriate.
What you'll need to succeed:
- ATT / CTA / ACA qualified (or near‑qualified), with demonstrable experience in UK private client tax.
- Confidence in preparing and/or reviewing personal tax returns, including exposure to trusts or estates.
- A collaborative, team‑oriented attitude and eagerness to grow your tax career within a supportive firm.
- Previous experience with OMBs or high‑net‑worth clients is advantageous.
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.
Personal Tax Senior - Leeds employer: PRO-TAX RECRUITMENT LIMITED
Join a leading independent accountancy firm in the heart of Leeds, where you will have the opportunity to manage your own portfolio of high-net-worth clients in a collaborative and supportive environment. With a strong focus on employee growth, the firm offers competitive salaries, comprehensive benefits, and a culture that values diversity and knowledge sharing, making it an excellent place for professionals looking to advance their careers in personal tax.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Personal Tax Senior. Highlight your skills in managing portfolios and working with high-net-worth clients to make a strong impression.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Personal Tax Senior - Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Senior role. Highlight your experience with private tax clients and any qualifications like ATT, CTA, or ACA. We want to see how your background fits perfectly with what we're looking for!
Showcase Your Skills:In your cover letter, don’t just list your skills—show us how you've used them! Talk about specific experiences managing portfolios or handling personal tax compliance. We love seeing real examples of your work.
Be Yourself:Let your personality shine through in your application. We’re looking for a collaborative, team-oriented attitude, so don’t be afraid to show us who you are and why you’re passionate about tax. Authenticity goes a long way!
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’s super easy—just a few clicks and you’re done!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, especially self-assessment tax returns and trusts. Be ready to discuss your experience with high-net-worth individuals and how you've managed similar portfolios in the past.
✨Show Your Collaborative Spirit
This role requires a team-oriented attitude, so be prepared to share examples of how you've worked effectively within a team. Highlight any experiences where you contributed to knowledge-sharing or supported colleagues in client meetings.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would handle specific tax situations or client communications, showcasing your problem-solving skills and client management experience.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client relationships or how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
