At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Leading firm in Central Bristol with a strong focus on private clients.
- Benefits: Hybrid work, competitive salary, generous holiday, and CTA study support.
- Other info: Flexible working hours and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: ATT Qualified and/or CTA PQ/Qualified with personal tax expertise.
The predicted salary is between 50000 - 65000 £ per year.
We have just been instructed on a fantastic Private Client Tax Associate or Senior Associate opportunity on behalf of our client in Central Bristol. Working with an impressive private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work. Clients can range from HNWIs, UHNWIs, Trusts, Landed Estates, Entrepreneurs, Non Domiciled and Non Residents including those with international affairs.
Excellent remuneration & benefits package, CTA study support, paid overtime TOIL option of WFH 3 days a week, lots of flexibility and a personal progression plan. Part time considered.
The Role:
- Assisting in managing a diverse private client tax portfolio
- Preparation/ review of personal tax compliance
- Tax planning
- Identifying tax planning opportunities
- Ad hoc tax advisory work
- Provision of advice in areas such as Capital Gains & Inheritance tax
- Supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Client meetings
- Building strong client relationships
You:
- ATT Qualified &/or CTA PQ/ Qualified
- Ideally experience of working with HNWIs
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
Benefits include:
- Company bonus
- Hybrid arrangement (option of WFH 3 days a week)
- CTA study support (optional)
- Flexible Working (core hours 10am - 4pm)
- 25 Days Holiday
- Option to Buy/ Sell Holiday
- Good transport links (close to station)
- Generous Pension
- Cycle to work scheme
- Part time considered
- Social events
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Locations
Private Client Tax Senior Associate in Bath, Somerset employer: Taylor Rose Recruitment Ltd
Join a leading firm in Central Bristol that offers an exceptional work environment for Private Client Tax professionals. With a strong focus on employee development, flexible working arrangements, and a comprehensive benefits package including CTA study support and generous holiday options, this company prioritises your growth and well-being. Experience a collaborative culture where you can build meaningful client relationships while enjoying the vibrant city life.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Associate in Bath, Somerset
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taylor Rose Recruitment Ltd, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Senior Associate in Bath, Somerset
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taylor Rose Recruitment Ltd's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taylor Rose Recruitment Ltd. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taylor Rose Recruitment Ltd!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taylor Rose Recruitment Ltd.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taylor Rose Recruitment Ltd. It helps to show our commitment!
