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For Companies At a Glance
- Tasks: Manage your own private client tax portfolio and provide compliance and advisory support.
- Company: Well-regarded independent firm in the heart of London.
- Benefits: Supportive environment with opportunities for career progression.
- Other info: Join a growing team that values diversity and inclusion.
- Why this job: Gain valuable experience while working with high-net-worth clients and diverse projects.
- Qualifications: ATT/CTA qualified or studying, with personal tax portfolio management experience.
The predicted salary is between 50000 - 60000 £ per year.
We're working with a well-regarded independent firm looking to hire a Tax Senior into their growing Private Client Tax team in the City. This is a fantastic opportunity to manage your own portfolio while gaining exposure to a mix of compliance and advisory work, supporting a varied client base including HNWIs, owner-managed businesses and partnerships.
The Role
- Managing a private client tax portfolio
- Acting as the main point of contact for clients
- Supporting with personal tax compliance and advisory work
- Advising on earned, investment and property income
- Assisting with CGT matters and ad-hoc projects
- Liaising with colleagues across the wider firm
About You
- ATT and/or CTA qualified or studying towards CTA
- Experience managing personal tax portfolios
- Strong Self-Assessment knowledge
- Experience with EIS, VCT and SEIS reliefs
- Proactive, client-focused and confident communicator
Excellent opportunity for someone looking to progress within a supportive and growing private client team.
Private Client Tax Senior - London employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who work with private clients. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of personal tax compliance and advisory work. Be ready to discuss your experience managing portfolios and how you’ve tackled CGT matters in the past.
✨Tip Number 3
Showcase your proactive approach! During interviews, share examples of how you've gone above and beyond for clients. This will highlight your client-focused mindset and confidence as a communicator.
✨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 are keen to join our supportive and growing team.
We think you need these skills to ace Private Client Tax Senior - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Tax Senior role. Highlight your experience with personal tax portfolios and any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Mention specific experiences that showcase your proactive approach and client-focused mindset, especially in compliance and advisory work.
Showcase Your Communication Skills: As a main point of contact for clients, strong communication is key. In your application, give examples of how you've effectively communicated complex tax matters to clients or colleagues.
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 from our team!
How to prepare for a job interview at Pro-Tax Recruitment
✨Know Your Tax Stuff
Make sure you're up to speed on personal tax compliance and advisory work. Brush up on your Self-Assessment knowledge and be ready to discuss EIS, VCT, and SEIS reliefs. This will show that you’re not just qualified but also genuinely interested in the role.
✨Showcase Your Client Management Skills
Since you'll be managing your own portfolio, think of examples where you've successfully handled client relationships. Be prepared to share how you’ve communicated effectively with clients and resolved any issues they faced. This will highlight your proactive and client-focused approach.
✨Prepare for Technical Questions
Expect some technical questions related to CGT matters and other ad-hoc projects. Practise explaining complex tax concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients who may not have a tax background.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm’s approach to supporting their private client team or how they handle ongoing training for ATT and CTA qualifications. This shows your enthusiasm for the role and your desire to grow within the company.