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For Companies At a Glance
- Tasks: Manage client portfolios and provide expert tax advice on various issues.
- Company: Leading personal tax services firm with a focus on high-net-worth individuals.
- Benefits: Excellent training programme, career progression, and supportive work environment.
- Why this job: Fast-track your career in tax with a dynamic team and real impact.
- Qualifications: ATT qualified or relevant experience; passion for personal tax is key.
- Other info: Inclusive workplace that values diversity and unique backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Personal tax services provider is expanding its Personal Tax team in Southampton and is recruiting a Personal Tax Associate. This mid-tier firm is an expert in personal tax and seeks a bright individual interested in future progression and in undertaking the CTA qualification.
Overview
Over the last five years the firm has achieved significant success in client acquisition and is the first choice across the South for tax advice for high-net-worth individuals, sole traders, entrepreneurs and non-domiciled individuals. An excellent training programme fast-tracks Tax Managers to Tax Directors, providing genuine scope to carve out a highly profitable career in a short time frame.
Responsibilities
As a Personal Tax Associate you will manage a portfolio of clients and provide compliance and advice in person on inheritance tax, capital gains tax, trusts and issues affecting non-domiciled residents. This part compliance/advisory role requires upholding the company’s high standards and delivering strong analytical skills and attention to detail.
Qualifications
Eligible candidates are ideally ATT qualified; part-qualified or qualified by experience will also be considered. To be considered for the role, please email your CV with your contact details to jennifer.nelson@pro-tax.co.uk.
Equal Opportunity 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 that makes them unique. We welcome applicants from all backgrounds to apply and encourage you to let us know if there are steps we can take to ensure your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Associate - Southampton employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate - Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Associate role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your analytical skills and attention to detail. Share examples of how you've tackled complex tax issues in the past – it’ll set you apart from the crowd.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. We recommend checking out our website for openings that match your aspirations. Tailor your approach to show why you’re a perfect fit for their team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be an awesome addition to their team.
We think you need these skills to ace Private Client Tax Associate - Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Personal Tax Associate role. Highlight any experience with personal tax services, compliance, or advisory roles to show us you’re a great fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background aligns with our needs. Don’t forget to mention your enthusiasm for the CTA qualification!
Showcase Your Analytical Skills: Since this role requires strong analytical skills, make sure to include examples of how you've used these skills in past roles. We want to see how you approach problem-solving and attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Basics
Brush up on your knowledge of inheritance tax, capital gains tax, and trusts. Being able to discuss these topics confidently will show that you're not just interested in the role but also understand the core responsibilities.
✨Showcase Your Analytical Skills
Prepare examples from your past experiences where you demonstrated strong analytical skills. Whether it’s solving a complex tax issue or managing client portfolios, having specific instances ready will impress the interviewers.
✨Understand the Firm's Values
Research the firm’s approach to personal tax services and their commitment to high standards. Aligning your answers with their values during the interview can help you stand out as a candidate who fits well within their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the training programme and career progression opportunities. This shows your enthusiasm for growth and helps you gauge if the firm is the right fit for your career aspirations.
