Full job descriptionPrivate Client Tax SeniorLocation: hertfordshire
Salary: Competitive
Working pattern: Hybrid
An established and growing accountancy practice is looking to appoint a Private Client Tax Senior to join its expanding tax team.
This role would suit someone with solid personal tax experience who enjoys working directly with clients and wants exposure to a broader mix of compliance and advisory work.
What you’ll be doingYou’ll manage your own portfolio of private clients and work closely with the wider tax team on a range of personal tax matters.
Your responsibilities will include:
*Managing a varied portfolio of private clients with different income sources, including employment, investments and business interests
*Acting as a key contact for clients and building strong, long-term relationships
*Working with HNW individuals, partnerships and owner-managed businesses
*Preparing and reviewing Self-Assessment tax returns and personal tax computations
*Handling a range of Capital Gains Tax matters
*Supporting ad hoc tax planning and advisory projects
*Assisting with one-off compliance and advisory assignments
*Attending client meetings and contributing to technical discussions
*Managing WIP, billing and fee discussions across your portfolio
*Working collaboratively with colleagues across accounts, audit and other tax teams
What we’re looking forYou’ll ideally have:
*ATT and/or CTA qualification, or be actively working towards CTA
*Previous experience managing a personal tax portfolio within practice
*Strong knowledge of Self-Assessment and personal tax computations
*Experience dealing with CGT and investment-related tax matters
*Exposure to EIS, VCT and/or SEIS would be beneficial
*Knowledge of UK residence and domicile considerations is desirable
*The ability to research legislation and HMRC guidance independently
*Strong communication skills and a confident, client-focused approach
The opportunityThis is a role offering genuine client exposure and a broad range of private client work, rather than a purely compliance-focused position.
You’ll have the opportunity to develop your advisory experience, work with a varied client base and progress within a supportive tax team.
Interested in hearing more? Get in touch for a confidential conversation.