Tax Semi-Senior
About Our Client
Award winning, one of the best tax practices in the UK!
Located in North West London, this advisory firm specializes in providing expert guidance in areas such as accounting, tax, and financial planning. With a focus on delivering personalized services, they work closely with clients across various industries, including high-net-worth individuals, businesses, and entrepreneurs.Their team of professionals is known for its deep expertise and commitment to helping clients optimize their financial strategies while ensuring compliance with ever-changing regulations. Known for fostering strong, long-term relationships, they strive to support both personal and corporate financial growth.
Job Description
The key responsibilities of a Semi-Senior in a personal tax advisory role typically include:
Client Management: Assisting in managing a portfolio of personal tax clients, including high-net-worth individuals, entrepreneurs, and families. You'll be the first point of contact for clients, ensuring their needs are met and maintaining strong relationships.
Continuous Learning: Actively pursuing development opportunities to improve technical skills and knowledge, progressing toward a more senior role within the firm.
These responsibilities provide a mix of technical work, client interaction, and problem-solving, offering an excellent opportunity for personal and professional growth.
The Successful Applicant
The successful candidate for a Personal Tax Semi-Senior role will possess the following qualities:
Proactive & Self-Motivated: You should be a self-starter, comfortable taking ownership of your workload and managing multiple client portfolios while meeting deadlines. A proactive approach to identifying tax planning opportunities is highly valued.
ATT/ACA/ACCA/CTA Progression (Preferred): While not always required, pursuing or having achieved qualifications such as ATT, ACA, ACCA, or CTA is a strong advantage.
This individual will thrive in a dynamic, client-facing environment, offering both technical expertise and outstanding customer service.
What's on Offer
For the successful candidate, the following opportunities and benefits will be on offer:
Career Development & Growth: A clear path for career progression with the opportunity to develop both technical and leadership skills. You'll gain exposure to a diverse client base and work on a variety of challenging projects, allowing you to build a strong foundation for advancing into senior roles.
Mentorship & Training: Access to ongoing mentorship from senior professionals within the firm, as well as opportunities to attend internal and external training programs. You'll be supported in your pursuit of relevant professional qualifications, such as ACA, ACCA, or CTA.
Work-Life Balance: A flexible working environment that promotes work-life balance, with options for remote working and flexible hours when possible. The firm values the well-being of its employees and understands the importance of maintaining a healthy balance between work and personal life.
Exposure to High-Profile Clients: The opportunity to work with a diverse range of high-net-worth individuals, business owners, and entrepreneurs. This exposure will provide valuable insights and experiences that can enhance your professional reputation and career trajectory.
Collaborative Work Environment: A supportive and inclusive team culture where you'll work alongside experienced professionals who are committed to sharing their knowledge and fostering your development. You'll be encouraged to ask questions, take on new challenges, and contribute to the success of the firm.
Modern Office & Technology: Access to the latest tools and resources to help you perform at your best. The firm invests in modern technology and a comfortable, collaborative workspace.
In this role, you'll have the chance to thrive, learn, and progress while being well-compensated for your efforts.