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- 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.
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 sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of 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 in Leeds employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior in 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 firm and its culture. Understand their values and how they align with your own. 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 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, it shows you're serious about joining our fantastic team and taking your career to the next level.
We think you need these skills to ace Private Client Tax Senior in Leeds
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 joining our team and how you can contribute to our people-first culture. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Strong communication is key in this role, so make sure to demonstrate your relationship management skills in your application. Whether it's through examples in your CV or your cover letter, let us know how you connect with clients.
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 follow the prompts!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Brush up on your knowledge of tax compliance and advisory work, especially around IHT, CGT, and income tax planning. Being able to discuss these topics confidently will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since managing client relationships is key in this role, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex tax issues to clients in the past.
✨Demonstrate Proactivity
Think of instances where you identified planning opportunities or improved processes in your previous roles. Highlighting your proactive approach will resonate well with the firm's people-first culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and professional development. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
