Private Client Tax Senior

Job Title:
Private Client Tax Senior

Location:
City of Birmingham - flexible working available!

Salary: £38,000 - £45,000 + benefits package

I am seeking an experienced and motivated Private Client Tax Senior to take responsibility for managing a varied portfolio of personal tax clients, delivering high-quality compliance services and contributing to advisory work. You will support clients in navigating complex tax matters, ensuring technical excellence and outstanding client service. The role requires strong technical knowledge, confident client handling skills, and the ability to review and support the work of junior team members while contributing to the wider success of the tax team.

You day-to-day will include:

• Managing a portfolio of individuals, sole traders and partnerships, trusts and estates, overseeing compliance & advisory work.
• Preparing and reviewing self-assessment tax returns.
• Providing advisory support across personal tax matters, including capital gains tax, residence and domicile, property income, and business tax planning.
• Identifying tax planning opportunities and delivering practical, commercial advice to clients.
• Acting as a key point of contact for clients, building trusted relationships and providing ongoing tax support.
• Preparing and reviewing trust and estate tax returns.
• Liaising with HMRC to resolve client queries and handle communications.
• Reviewing the work of junior team members and supporting their development.
• Assisting with workflow management to ensure deadlines and service standards are met.
• Keeping up to date with legislation and sharing knowledge within the team.

• Solid knowledge of UK personal tax.
• Experience preparing and reviewing self-assessment tax returns independently.
• Aproactive and professional approach, with strong attention to detail.
• Ability to manage deadlines, prioritise tasks, and maintain a high standard of client service.
• Excellent communication and interpersonal skills.
  
  Ability to work independently and collaboratively within a team.
• Proficient in various accounting software's and MS Office, with advanced Excel skills.
• Exceptional analytical skills and attention to detail.

• Supportive team environment that values professional growth.
• A dedicated wellbeing team, providing support, initiatives, and resources to promote a healthy work-life balance.
• Company pension scheme
• Company health cash plan
• Free on-site parking
• Fully funded professional qualifications and CPD courses
• Access to a staff benefits platform, offering health and wellbeing support plus exclusive retail discounts.