At a Glance
- Tasks: Manage a portfolio of private tax clients and handle personal tax compliance.
- Company: Leading independent accountancy firm in the heart of Leeds.
- Benefits: Competitive salary, benefits package, and supportive work environment.
- Other info: Inclusive workplace that values diversity and encourages applicants from all backgrounds.
- Why this job: Grow your tax career while making a real impact for high-net-worth clients.
- Qualifications: ATT/CTA/ACA qualified or near-qualified with UK private client tax experience.
The predicted salary is between 30000 - 40000 £ per year.
Leeds City Centre, Independent Accountancy firm • £30,000 - £40,000 + Benefits
We are currently working for a leading accountancy firm in the centre of Leeds who are looking to bring in an experienced Tax Senior or Semi Senior to run and manage their own portfolio.
As a Personal Tax Senior you will get involved in:
- Managing a portfolio of private tax clients, including HNWIs, entrepreneurs, and family business owners.
- Handle personal tax compliance, including self‑assessment tax returns, trust returns, and basic advisory elements (as applicable).
- Work closely with managers and directors on client delivery, and take increasing ownership of client communications.
- Contribute to the team’s knowledge‑sharing culture and participate in client meetings where appropriate.
What you will need to succeed:
- ATT / CTA / ACA qualified (or near‑qualified), with demonstrable experience in UK private client tax.
- Confidence in preparing and/or reviewing personal tax returns, including exposure to trusts or estates.
- A collaborative, team‑oriented attitude and eagerness to grow your tax career within a supportive firm.
- Previous experience with OMBs or high‑net‑worth clients is advantageous.
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 - Leeds employer: Pro-Tax
Pro-Tax is an excellent employer, offering a dynamic and collaborative work culture that fosters professional growth and development. With a competitive salary and benefits package, employees are encouraged to advance their careers towards Partnership while working on impactful projects for large multinational clients in a hybrid environment. The company's commitment to employee well-being and career progression makes it a rewarding place to build a meaningful career in international tax.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about openings for Personal Tax Seniors. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of personal tax compliance and recent changes in tax legislation. We want you to feel confident discussing your experience with HNWIs and family businesses, so practice makes perfect!
✨Tip Number 3
Showcase your collaborative spirit! During interviews, highlight examples of how you've worked with teams or contributed to knowledge-sharing. This is key in a supportive firm like the one you're aiming for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to grow their careers in tax.
We think you need these skills to ace Personal Tax Senior - Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Senior role. Highlight your experience with private tax clients and any relevant qualifications like ATT, CTA, or ACA. 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 personal tax and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Experience:When detailing your experience, focus on your work with high-net-worth individuals and family businesses. We’re keen to see examples of how you've managed client communications and compliance tasks effectively.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, especially self-assessment tax returns and trust returns. Being able to discuss these topics confidently will show that you're ready to manage a portfolio of private tax clients.
✨Show Your Client Management Skills
Prepare examples of how you've successfully managed client communications in the past. Highlight any experience with high-net-worth individuals or family businesses, as this will resonate well with the firm’s clientele.
✨Be Team-Oriented
Demonstrate your collaborative spirit by sharing experiences where you worked closely with colleagues or contributed to a team’s success. This role values a team-oriented attitude, so showing that you can thrive in a supportive environment is key.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, their approach to client management, and opportunities for professional growth. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.
