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, flexible hours, generous holiday, and CTA study support.
- Other info: Part-time options available 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 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.
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
- 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.
Private Client Tax Senior Associate in Newport 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 growth, flexible working arrangements, and a comprehensive benefits package including CTA study support and generous holiday options, this company fosters a culture of collaboration and personal development. Experience the satisfaction of working with a diverse portfolio of high-net-worth clients while enjoying a supportive atmosphere that values your contributions.
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 Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who work with HNWIs or have experience in private client tax. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current tax legislation. We want you to feel confident discussing compliance, tax planning, and advisory work, so practice common interview questions related to these areas.
✨Tip Number 3
Showcase your soft skills! Excellent communication is key in this role, so be ready to demonstrate how you've built strong client relationships in the past. Share specific examples during your interviews to really stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re here to support you every step of the way in landing that Private Client Tax Senior Associate role.
We think you need these skills to ace Private Client Tax Senior Associate in Newport
Some tips for your application 🫡
Read the Job Description Thoroughly:Before you start your application, take a good look at the job description. Make sure you understand what the role involves and how your skills align with the requirements. This will help you tailor your application to stand out!
Showcase Your Relevant Experience:When writing your application, highlight your experience with HNWIs and personal tax expertise. Use specific examples to demonstrate your skills in tax planning and advisory work. We want to see how you can bring value to our impressive client portfolio!
Be Clear and Concise:Keep your application clear and to the point. Avoid jargon and make sure your communication is easy to understand. We appreciate straightforwardness, so let your personality shine through while keeping it professional!
Apply Through Our Website:Once you're ready, make sure to apply through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
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, as this will show your expertise and confidence in the field.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key, think of examples from your past experiences where you've successfully managed client expectations or resolved issues. This will demonstrate your ability to connect with high-net-worth individuals and other clients.
✨Prepare for Technical Questions
Expect some technical questions related to private client tax. Practise explaining complex tax concepts in simple terms, as this will highlight your communication skills. Remember, they want to see how well you can convey information to clients who may not have a tax background.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, the team, and the firm's approach to tax planning and advisory work. This shows your genuine interest in the position and helps you assess if the company aligns with your career goals.
