Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Private client tax senior

Ferndown
Permanent
Page Personnel
Posted: 2h ago
Offer description

1. Manage your own portfolio of clients
2. Develop your management and leadership skills

About Our Client

Our client is a leading independent firm in the South Dorset area, with a strong history for holistic services, particularly Private Client Advisory for UHWNI's, HNWI's, Trusts & Estates clients.Known for their training programs and broad clientele, they are proud to work with us in bringing in their next manager-to-be.

Job Description

3. To be client facing, thus the face of the company from the vantage point of the client
4. Manage a mixed client portfolio of business owners, property investors, HNWI & UHNW families, trusts, and estates. Ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures
5. Be recognised by, the clients, your peers and the wider group as the point of contact for the portfolio of clients allocated to you and coordinate all services that they require
6. To excel in both, client, regulatory and group standards
7. Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning
8. Carry out regular client reviews in line with their service offering
9. Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team
10. Act in a professional manner, upholding the ethics, culture and values of the group, professional regulatory bodies and the group policies and procedures
11. Use appropriate software, delegation of work (where possible), together with any other means to in order to improve efficiencies
12. Organise and monitor workflow to keep all members of staff working at their optimum whilst providing the required client service, as detailed by the group policy
13. Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
14. Act as an ambassador and actively promote services to existing and potential clients across all the service offerings throughout all aspects of the group, such as Business, Personal, Community and the relevant professional disciplines, tax planning, financial planning, business/community advisory, and auditing
15. Promote training and development for peers ensuring they understand the requirements of their role
16. Implement initiatives and specific projects as instructed by the board
17. To generate new enquiries for the team in which you work and for other teams within the group

The post holder may also be asked to support and undertake other related duties not listed in this roleDescription from time to time according to the needs of the business.

The Successful Applicant

18. Relevant professional qualification, being fully qualified ATT or CTA
19. Client centricity
20. Commerciality within the role that you perform
21. The ability to create and maintain relationships with introducers, both internally or externally
22. The ability to identify potential matters for inter departmental referrals, particularly our financial services team
23. Excellent communication skills, face to face, via digital communication mediums, in written form
24. Knowledge of hosting client meetings, together with questioning techniques, principles of factfinding, both hard and soft fact gathering
25. Excellent written skills
26. Proficient in Microsoft 365
27. Results driven
28. Team orientated
29. High level of integrity and ability to maintain confidentiality
30. Excellent time management and organisational skills
31. Self-motivated
32. Problem solving ability

What's on Offer

From Day 1 you will have access to:

33. 25 days annual leave (includes 2 days for Christmas shutdown) for the team
34. Birthday off
35. Early Friday finishes in summer
36. Free onsite parking
37. Company events
38. Celebration gifts for weddings, babies, attaining professional qualification, other significant life events and major work anniversaries
39. Staff referrals bonus
40. Client introduction bonus
41. MySmartSpending Rewards
42. Financial Services Advice - significant reduction in the cost
43. Support charity efforts

After Probation you will have access to:

44. Hybrid working
45. Option to buy / sell annual leave - up to 5 days per year
46. Profit share scheme
47. Simply Health cashback scheme
48. Salary sacrifice pension scheme (all employer NI saving passed across to employee pension)
49. Up to 15 hours or 2 days for wellbeing (to inc health check ups, physio, chiropractor, mental health, pet leave etc.)
50. Up to 5 days compassionate leave
51. 5 days sick leave on full pay
52. Individual training budget for career development
53. Time off to take your child to school on their first day

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Ferndown
jobs Dorset
jobs England
Home > Jobs > Private Client Tax Senior

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save