At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Dynamic firm in Peterborough with a focus on private clients.
- Benefits: Flexible working, competitive salary, CTA study support, and generous holiday.
- Other info: Part-time options available and excellent career progression opportunities.
- Why this job: Join a supportive team and make a real impact on clients' financial success.
- Qualifications: ATT Qualified &/or CTA PQ/Qualified with 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 Peterborough. Will be 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, 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
- Identifying tax planning opportunities
- Tax planning
- 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
- CTA study support (optional)
- Hybrid arrangement (option of WFH 3 days a week)
- 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 in Cambridge employer: Taylor Rose Recruitment Ltd
Join a leading firm in Peterborough that offers an exceptional work environment for Private Client Tax Seniors, where you can thrive with a diverse portfolio of high-net-worth clients. Enjoy a competitive remuneration package, flexible working arrangements including the option to work from home three days a week, and a strong focus on personal development with CTA study support and tailored progression plans. With a vibrant culture that promotes work-life balance and social engagement, this is an ideal place for professionals seeking meaningful and rewarding employment.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who work with private clients. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax compliance and planning. Be ready to discuss real-life scenarios where you’ve successfully navigated complex tax issues.
✨Tip Number 3
Showcase your soft skills! Excellent communication is key in this role, so be sure to highlight your ability to build strong client relationships during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of fantastic roles, and applying directly can give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Private Client Tax Senior in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your expertise in personal tax compliance and any experience with HNWIs, as this will catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with the responsibilities mentioned in the job description. Be genuine and let your personality come through.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your application reflects this. Use clear and concise language, and don’t shy away from sharing examples of how you've built strong client relationships in the past.
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’re considered for the role. Plus, it shows you’re keen on joining our team!
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 identified tax planning opportunities or provided advisory work.
✨Show Off Your Client Skills
Since the role involves building strong client relationships, think of examples where you've successfully managed client portfolios or mentored junior staff. Highlight your communication skills and how you've tailored your advice to meet clients' unique needs.
✨Prepare for Ad Hoc Projects
Be prepared to discuss your experience with ad hoc tax projects. Think about times when you've had to adapt quickly or think outside the box to deliver results. This will show your potential employer that you're flexible and resourceful.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and progression opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
