Private Client Tax Senior

Private Client Tax Senior

Location:

Hertfordshire, St Albans Office

Salary: £41,500 – £45,000, dependent on experience

I’m on the hunt for an experienced Tax Senior to join my client’s growing Private Client Tax team in the St Albans office. This is a great opportunity to take ownership of a varied personal tax portfolio while working closely with Managers, Directors, and Partners on both compliance and advisory work. You’ll act as the main point of contact for your clients, building strong relationships, and delivering high‑quality tax solutions across a diverse client base, including high‑net‑worth individuals, owner‑managed businesses, and partnerships.

• Managing a mixed private client portfolio, covering all routine personal tax compliance
• Acting as the primary contact for clients and attending client meetings
• Advising individuals with earned, investment, and property income
• Working with owner‑managed businesses, partnerships, and high‑net‑worth individuals
• Handling a range of Capital Gains Tax matters
• Assisting with and delivering ad‑hoc private client advisory work
• Liaising with colleagues across the wider firm on client matters
• Proposing fees, raising bills, and monitoring WIP and recoverability

• ATT and/or CTA qualified (or actively studying toward CTA)
• Previous experience managing a personal tax portfolio
• Strong knowledge of Self‑Assessment and tax computations
• Experience advising on EIS, VCT, and SEIS investment reliefs
• Knowledge of UK residence and domicile rules preferred
• Comfortable researching tax legislation and HMRC guidance
• Confident communicator with a proactive, client‑focused approach

This isn’t just another tax role — it’s your gateway to becoming a trusted private client advisor with one of the region’s most respected practices. Interested? Drop me a message to find out more details.