Personal Tax Senior - Bridgend
Personal Tax Senior - Bridgend

Personal Tax Senior - Bridgend

Bridgend Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of high-value clients and tackle complex tax issues.
  • Company: Join a Top 20 firm focused on innovation and client service excellence.
  • Benefits: Enjoy structured training, mentorship, and opportunities for career growth.
  • Why this job: Advance your technical skills while working with high-net-worth clients in a supportive environment.
  • Qualifications: 3+ years in UK private client tax and ATT qualification required.
  • Other info: We celebrate diversity and encourage applicants from all backgrounds.

The predicted salary is between 36000 - 60000 £ per year.

We're seeking a Tax Senior who is not only committed to delivering high-quality client service but also eager to deepen their expertise in complex tax matters. This is an ideal role for someone looking to significantly advance their technical skills in a supportive, future-focused environment.

In this role, you'll take ownership of a portfolio of high-value clients-including high-net-worth individuals and international partnerships-while developing in-depth expertise across UK and cross-border tax issues. You'll benefit from direct exposure to complex technical challenges, supported by industry-leading training and mentorship.

Key responsibilities include:

  • Providing a high level of service to a portfolio of clients, exceeding expectations.
  • Preparing and reviewing technically complex UK tax returns in line with our firm's rigorous standards.
  • Developing specialist knowledge in UK tax, with structured learning and exposure to cross-border issues.
  • Acting as a line manager and technical mentor to junior team members.
  • Keeping up to date with changes in tax legislation and sharing insights with clients and colleagues.
  • Representing the firm with professionalism in all internal and external engagements.

Why This Role is Unique:

  • Technical Specialisation: Engage in sophisticated tax work with high-net-worth clients and international entities.
  • Career Development: Access structured technical training, specialist mentoring, and long-term growth pathways.
  • Innovation & Progression: Be part of a Top 20 firm that embraces technology, future-facing thinking, and continuous improvement.

About You:

We're looking for a motivated and technically strong tax professional who brings:

  • 3+ years' experience in UK private client tax
  • ATT qualification
  • Strong communication and organisational skills.
  • A background in a mid-tier or professional services environment.
  • A genuine passion for continuous technical development and client service excellence.

Please do send through your cv to ________.

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 - Bridgend employer: Pro-Tax Recruitment

Join a leading firm in Bridgend that prioritises exceptional technical development and client service excellence. With a strong commitment to employee growth, you will benefit from structured training, mentorship, and the opportunity to work with high-net-worth clients on complex tax matters. Our inclusive work culture fosters innovation and progression, making it an ideal environment for motivated professionals seeking meaningful career advancement.
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Contact Detail:

Pro-Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Senior - Bridgend

✨Tip Number 1

Network with professionals in the tax industry, especially those who work with high-net-worth clients. Attend relevant seminars or workshops to meet potential colleagues and mentors who can provide insights into the role and the firm.

✨Tip Number 2

Stay updated on recent changes in UK tax legislation and cross-border tax issues. This knowledge will not only help you in interviews but also demonstrate your commitment to continuous learning and expertise in the field.

✨Tip Number 3

Prepare to discuss specific examples of how you've provided exceptional client service in your previous roles. Highlighting your experience with complex tax matters will show that you're ready for the challenges this position entails.

✨Tip Number 4

Familiarise yourself with the firm's values and culture. Understanding their approach to innovation and client service will allow you to tailor your conversations during the interview, making you a more appealing candidate.

We think you need these skills to ace Personal Tax Senior - Bridgend

UK Tax Legislation Knowledge
Cross-Border Tax Expertise
Client Relationship Management
Technical Tax Return Preparation
Attention to Detail
Communication Skills
Organisational Skills
Mentoring and Coaching
Problem-Solving Skills
Continuous Professional Development
Time Management
Analytical Skills
Professionalism in Client Engagement
Adaptability to Regulatory Changes

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in UK private client tax and any relevant qualifications, such as your ATT. Emphasise your communication and organisational skills, as these are key for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for continuous technical development and client service excellence. Mention specific experiences that demonstrate your ability to handle complex tax matters and your commitment to high-quality client service.

Showcase Relevant Experience: In your application, provide examples of your previous work with high-net-worth individuals or international partnerships. Highlight any specific challenges you faced and how you overcame them, particularly in relation to UK and cross-border tax issues.

Research the Firm: Familiarise yourself with the firm's values and approach to tax services. Understanding their commitment to innovation and professional development will help you align your application with their expectations and demonstrate your enthusiasm for the role.

How to prepare for a job interview at Pro-Tax Recruitment

✨Showcase Your Technical Knowledge

Be prepared to discuss your understanding of UK tax legislation and any recent changes. Highlight specific examples from your experience that demonstrate your ability to handle complex tax matters, especially those involving high-net-worth clients.

✨Demonstrate Client Service Excellence

Prepare to share instances where you exceeded client expectations. Discuss how you build relationships with clients and ensure their needs are met, as this role heavily focuses on delivering high-quality service.

✨Emphasise Continuous Learning

Express your passion for ongoing professional development. Mention any relevant training or qualifications you've pursued, such as the ATT qualification, and how you stay updated with industry trends and changes in tax legislation.

✨Prepare for Team Dynamics

Since the role involves mentoring junior team members, be ready to discuss your leadership style and experiences. Share how you have supported colleagues in their development and how you approach teamwork in a professional setting.

Personal Tax Senior - Bridgend
Pro-Tax Recruitment
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