Private Client Tax Senior

Private Client Tax Senior

Leeds Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support high-net-worth clients with tax compliance and advisory projects.
  • Company: Leading independent accountancy firm with a people-first culture.
  • Benefits: Competitive salary, hybrid working, 26 days leave, and ongoing training.
  • Why this job: Join a supportive team and develop your expertise in a dynamic environment.
  • Qualifications: AAT or ATT qualification and experience in Private Client Tax.
  • Other info: Flexible hours, regular social events, and clear progression opportunities.

The predicted salary is between 30000 - 35000 £ per year.

Private Client Tax Senior £30,000 – £35,000 Hybrid Working Excellent Benefits Are you looking to develop your career within a leading Private Client Tax team?Do you want exposure to high-quality clients across the North East market?Are you ready to join a firm that genuinely invests in your professional growth? Benefits: Competitive salary up to £35,000 Hybrid working and flexible hours 26 days annual leave option to purchase additional days Paid professional memberships and ongoing training Life assurance & income protection Health cash plan, employee assistance programme and wellbeing benefits Regular social events and a collaborative team culture Your new firm: A leading independent accountancy and business advisory firm with multiple offices across the North of England and Scotland are looking to appoint a Private Client Tax Senior to join their growing Leeds office . The firm prides itself on its people-first culture, clear progression opportunities, and ability to deliver outstanding results for clients while maintaining a supportive, flexible working environment. Your new role: As a Private Client Tax Senior , you\’ll be part of an established Private Client team, supporting a broad portfolio of clients including HNWIs, trusts, and estates. You\’ll assist with both compliance and advisory work, gaining exposure to complex projects and developing your technical expertise alongside experienced Managers and Directors. Key responsibilities include: Delivering tax compliance and supporting advisory projects including IHT, CGT, income tax planning, estates and trusts Managing client relationships and acting as a key point of contact Assisting with business restructuring and stamp duty land tax projects Identifying planning opportunities from the compliance portfolio Supporting senior team members with ad-hoc advisory work and technical queries To be successful in this role, you\’ll need: AAT or ATT qualification (minimum) Experience within Private Client or Personal Tax Strong communication and relationship management skills A proactive and organised approach to client work A full UK driving licence is desirable Interested? Contact or call to find out more about this opportunity. ________ 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 Senior employer: Pro-Tax Recruitment

Join a leading independent accountancy and business advisory firm in Leeds, where your career as a Private Client Tax Senior will flourish in a supportive and flexible environment. With a strong commitment to professional development, competitive benefits, and a vibrant team culture, you'll have the opportunity to work with high-quality clients while enjoying a healthy work-life balance and numerous employee wellbeing initiatives.
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Contact Detail:

Pro-Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend events, and join relevant 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 stand out and show that you're genuinely interested in being part of their team.

✨Tip Number 3

Practice your pitch! Be ready to explain why you're the perfect fit for the Private Client Tax Senior role. Highlight your qualifications, experience, and what you can bring to the table. Confidence is key!

✨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 Private Client Tax Senior

AAT or ATT qualification
Tax Compliance
Advisory Skills
Income Tax Planning
Inheritance Tax (IHT)
Capital Gains Tax (CGT)
Client Relationship Management
Business Restructuring
Stamp Duty Land Tax
Proactive Approach
Organisational Skills
Communication Skills
Technical Expertise
Experience in Private Client or Personal Tax

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior role. Highlight your AAT or ATT qualifications and any relevant experience in Private Client or Personal Tax. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your strong communication skills and proactive approach.

Showcase Your Experience: When detailing your experience, focus on specific projects you've worked on that relate to tax compliance and advisory work. We love seeing examples of how you've managed client relationships and identified planning opportunities.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

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

✨Know Your Tax Stuff

Brush up on your knowledge of private client tax, especially around IHT, CGT, and income tax planning. Be ready to discuss how you've applied this knowledge in past roles or projects.

✨Showcase Your Client Management Skills

Prepare examples that highlight your experience managing client relationships. Think about times when you acted as a key point of contact and how you handled complex queries or issues.

✨Demonstrate Proactivity

Employers love a proactive approach! Share instances where you identified planning opportunities or improved processes in your previous roles. This shows you're not just reactive but also forward-thinking.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s culture, team dynamics, and professional development opportunities. This not only shows your interest but also helps you gauge if the firm is the right fit for you.

Private Client Tax Senior
Pro-Tax Recruitment
Location: Leeds
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