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 team environment with opportunities for career progression.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Gain valuable experience working with high-net-worth individuals and diverse clients.
- 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
Join a well-regarded independent firm in the heart of London, where you will have the opportunity to manage your own private client tax portfolio while working within a supportive and dynamic team. Our inclusive work culture fosters professional growth and development, offering exposure to a diverse range of clients and projects that make your role both meaningful and rewarding. With a commitment to diversity and representation, we encourage applicants from all backgrounds to thrive in an environment that values unique perspectives.
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 industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the firm and understanding their client base. We want you to be able to discuss how your skills align with their needs, especially in managing private client tax portfolios. Show them you’re the perfect fit!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience with personal tax compliance and advisory work. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for passionate individuals who are eager to grow within our supportive 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 experiences 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 examples of your client-focused approach and how you've successfully managed tax compliance and advisory work in the past.
Showcase Your Communication Skills:As a Tax Senior, you'll be the main point of contact for clients. Make sure your application demonstrates your proactive communication style and ability to explain complex tax matters clearly.
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 during the process.
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you're up to speed with personal tax compliance and advisory work. Brush up on your Self-Assessment knowledge and be ready to discuss EIS, VCT, and SEIS reliefs. The more you know, the more confident you'll feel!
✨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 and resolved any issues. This will show that you’re proactive and client-focused.
✨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 expertise and ability to communicate clearly with clients.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s approach to private client tax or their team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
