At a Glance
- Tasks: Manage personal tax clients and deliver high-quality compliance and advisory work.
- Company: Well-established accountancy practice in Guildford with a strong private client focus.
- Benefits: Competitive salary, exposure to diverse client work, and clear progression opportunities.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Join a supportive team and make a real impact on high-net-worth clients.
- Qualifications: ATT qualified, CTA part-qualified or experienced in personal tax.
The predicted salary is between 40000 - 50000 £ per year.
Location: Guildford, Surrey
Employment Type: Permanent, Full Time
Sector: Accountancy Practice / Private Client Tax
TPF Recruitment is delighted to be supporting a well-established and growing accountancy practice in Guildford that is looking to recruit a Private Client Tax Senior to join its experienced tax team. This is an excellent opportunity for a tax professional to join a firm with a strong private client offering, working with a varied portfolio including high-net-worth individuals, entrepreneurs, and trusts. The role offers a blend of compliance and advisory work, alongside clear progression opportunities.
The Role
- As a Private Client Tax Senior, you will take responsibility for a portfolio of personal tax clients, delivering high-quality compliance work while also supporting advisory projects.
Key responsibilities will include:
- Managing a portfolio of private clients
- Preparing and reviewing personal tax returns and tax computations
- Identifying tax planning opportunities and escalating more complex matters where appropriate
- Liaising directly with clients and acting as a key point of contact
- Managing HMRC correspondence and queries
- Reviewing work prepared by junior staff and providing guidance and feedback
- Supporting the wider tax team with ad-hoc projects and technical research
- Ensuring compliance with deadlines and maintaining high standards of accuracy
Requirements
The Ideal Candidate
- The successful candidate will likely have:
- ATT qualified, CTA part-qualified or qualified by experience
- Strong experience within personal tax in a UK accountancy practice
- Experience reviewing work or supporting junior staff
- Strong communication skills and confidence working directly with clients
- A proactive and organised approach with strong attention to detail
- A desire to develop further within private client tax
Benefits
- Competitive salary dependent on experience
- Exposure to a wide range of private client work, including advisory
- Supportive and collaborative team environment
- Clear progression opportunities within a growing firm
Private Client Tax Senior employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method to structure your answers, so you can showcase your skills and experiences effectively. Remember, confidence is key!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal and memorable.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our team, so don’t hesitate!
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax experience and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background makes you the perfect fit for our firm. Keep it engaging and personal, just like we do at StudySmarter.
Showcase Your Communication Skills: Since you'll be liaising directly with clients, it's important to demonstrate your strong communication skills. Use clear and concise language in your application, and don’t hesitate to share examples of how you've successfully interacted with clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy to do!
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around compliance and advisory work. Be ready to discuss specific tax planning opportunities you've identified in the past, as this will show your proactive approach and expertise.
✨Showcase Your Client Skills
Since you'll be liaising directly with clients, prepare examples of how you've effectively communicated complex tax matters to non-experts. Highlight your experience managing client relationships and any feedback you've received from them.
✨Demonstrate Leadership
As a Private Client Tax Senior, you'll be guiding junior staff. Share instances where you've reviewed their work or provided mentorship. This will illustrate your ability to lead and support a team, which is crucial for the role.
✨Be Organised and Detail-Oriented
Prepare to discuss how you manage your workload and ensure compliance with deadlines. Bring examples of how your attention to detail has helped avoid errors in tax returns or improved processes in your previous roles.