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, CTA study support, and generous holiday options.
- 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 &/or CTA PQ/Qualified with significant personal tax expertise.
The predicted salary is between 45000 - 55000 £ 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, more information below:
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.
- ATT Qualified &/or CTA PQ/ Qualified
- Ideally experience of working with HNWIs
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
- 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.
Private Client Tax Senior Associate in Bath 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 career growth while ensuring a healthy work-life balance. Experience the satisfaction of working with a diverse portfolio of high-net-worth clients in a supportive and dynamic team culture.
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
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who work with private clients. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax compliance and planning. Be ready to discuss specific cases you've worked on, especially with HNWIs. Show them you know your stuff!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Check out our website for more opportunities! We’ve got loads of roles that might suit you, and applying through us can give you an edge. Let’s land that dream job together!
We think you need these skills to ace Private Client Tax Senior Associate in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior Associate role. Highlight your expertise in personal tax compliance and advisory work, especially with HNWIs and UHNWIs.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your ATT or CTA qualifications and any relevant experience you have in managing diverse private client portfolios.
Show Off Your Communication Skills:Since excellent communication is key in this role, make sure your application showcases your ability to build strong client relationships. Use clear and concise language to demonstrate your professionalism.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates about the role!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, capital gains, and inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, especially with high-net-worth individuals.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key, think of examples where you've successfully managed client expectations or resolved conflicts. Highlight your communication skills and how they’ve helped you in previous roles.
✨Prepare for Technical Questions
Expect some technical questions related to tax planning and advisory work. Practise explaining your thought process clearly and concisely, as this will demonstrate your expertise and ability to communicate complex information effectively.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the role and the company culture. This shows your genuine interest in the position and helps you assess if it’s the right fit for you. Consider asking about their approach to mentoring junior staff or how they handle ad hoc projects.
