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- Tasks: Assist Directors with tax compliance and advisory for high-net-worth clients.
- Company: Join a growing personal tax function making a real impact in the industry.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values innovation and client relationships.
- Qualifications: 2+ years experience in personal tax; degree level education or CTA qualified.
- Other info: Opportunity to work with prestigious clients and develop your business acumen.
The predicted salary is between 43200 - 72000 £ per year.
Are you a personal tax professional looking to make a genuine impact within a growing personal tax function? Would you like to provide advisory services for a wide range of high and ultra-high net worth clients? Apply now to this Personal Tax Associate role.
The role involves providing assistance to Directors/Principals/Partners on your portfolio and ad hoc advisory and transaction work in relation to a range of clients including private equity partnerships and executives.
Your main responsibilities will be:
- Day to day tax compliance affairs of clients and related communications involved with related advisory matters
- Review of work prepared by more junior members of staff
- Liaise with HMRC
- Manage a portfolio of clients including control of financial billings and cash collection within the firm's criteria, ensuring assignments are completed within the agreed scope
- Identify risk and technical matters, whilst exercising judgement within agreed parameters
- Ensure that the firm's quality control procedures are adhered to as appropriate
- Participate in bids/proposals for new work as requested
- Show an emerging ability to recognise business development opportunities and work with the client team to develop these when they arise
What do you need?
- At least 2 years experience
- Maintain an in-depth, up to date, knowledge of personal tax
- Ability to manage a small client portfolio
- Educated to degree level, and/or CTA qualified
- Demonstrable post qualified experience
Personal Tax Associate employer: Regal Executive Search
Contact Detail:
Regal Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Associate
✨Tip Number 1
Network with professionals in the personal tax field. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can help you get insider information about job openings and company culture.
✨Tip Number 2
Stay updated on the latest changes in personal tax legislation and compliance requirements. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter through LinkedIn. Ask them about their experiences and any tips they might have for applying. This can give you a better understanding of what we value in candidates.
✨Tip Number 4
Prepare for potential case studies or practical assessments during the interview process. Brush up on your analytical skills and be ready to discuss how you would handle specific client scenarios, showcasing your problem-solving abilities.
We think you need these skills to ace Personal Tax Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax, especially any work with high and ultra-high net worth clients. Use specific examples to demonstrate your skills in tax compliance and advisory services.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the responsibilities, such as managing client portfolios and liaising with HMRC, and how your background aligns with these tasks.
Showcase Your Qualifications: Clearly state your educational background and any qualifications, such as being CTA qualified. Highlight your post-qualified experience and how it has prepared you for this role.
Demonstrate Business Development Skills: If applicable, include examples of how you've identified business development opportunities in previous roles. This will show your potential to contribute to the firm's growth and align with their expectations for the position.
How to prepare for a job interview at Regal Executive Search
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest personal tax regulations and compliance requirements. Being able to discuss recent changes in tax law or specific cases will demonstrate your expertise and commitment to staying informed.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or tax compliance issues. Practising your responses to these scenarios can help you articulate your problem-solving skills and judgement effectively.
✨Highlight Your Client Management Skills
Since managing a portfolio of clients is key in this role, be ready to discuss your experience with client relationships. Share examples of how you've successfully managed client expectations and delivered results.
✨Demonstrate Business Development Acumen
The role involves identifying business development opportunities, so think of instances where you've contributed to growth or new client acquisition. Show your potential employer that you can spot opportunities and work collaboratively to pursue them.
