At a Glance
- Tasks: Manage a portfolio of private tax clients and handle personal tax compliance.
- Company: Leading independent accountancy firm in Leeds City Centre.
- Benefits: Competitive salary, benefits, and supportive work environment.
- Other info: Inclusive workplace welcoming 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'll 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'll 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
Join a leading independent accountancy firm in the heart of Leeds, where you will have the opportunity to manage your own portfolio of high-net-worth clients and family businesses. With a strong emphasis on employee growth, a collaborative work culture, and a commitment to diversity, this firm offers a supportive environment for you to advance your tax career while enjoying competitive benefits and a vibrant city location.
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 at firms like the one in Leeds. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your personal tax knowledge. Be ready to discuss your experience with HNWIs and OMBs, as well as any tricky tax scenarios you've navigated. Confidence is key!
✨Tip Number 3
Show off your collaborative spirit! During interviews, highlight examples of how you’ve worked in teams or contributed to knowledge-sharing. Firms love candidates who can fit into their culture and help others grow.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our team.
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 qualifications like ATT, CTA, or ACA. We want to see how your background fits perfectly with what we're looking for!
Showcase Your Skills:In your application, don’t just list your skills—show us how you've used them! Talk about your experience managing portfolios, handling self-assessment tax returns, and working with high-net-worth individuals. We love seeing real examples!
Be Yourself:Let your personality shine through in your written application. We value a collaborative and team-oriented attitude, so don’t be afraid to show us who you are and how you can contribute to our supportive culture.
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 shows your enthusiasm for joining our team!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance, especially self-assessment tax returns and trust returns. Be ready to discuss your experience with high-net-worth individuals and how you've managed similar portfolios in the past.
✨Show Your Collaborative Spirit
This role requires a team-oriented attitude, so be prepared to share examples of how you've worked effectively within a team. Highlight any experiences where you contributed to knowledge-sharing or supported colleagues in client meetings.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Prepare to discuss how you would handle specific tax situations or challenges, demonstrating your problem-solving skills and ability to communicate effectively with clients.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the firm's approach to client management or how they support professional development. This shows your genuine interest in the role and the company culture.
