Tax Senior - Private Client

Private Client Tax Senior

Location: 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 doing

You'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 for

You'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 opportunity

This 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.