Private Client Tax Senior (Including Corporate Tax Training- If Desired)

Location: Berkshire (Reading) (2-3 days) / Central London (1 day optional) Hybrid working 2-3 days working from home (DOE).
Salary: £35,000 - £47,000 (DOE)
Type: Full-time, Permanent

We are a well-established and growing advisory and accountancy practice, with a unique structure that blends large, complex corporate clients with long-standing owner-managed businesses (OMBs). Our client base spans across entertainment, media, property, and international private clients - ranging from high-net-worth individuals and creatives to sole traders and trusts.

We're a people-first firm: informal, close-knit, and highly supportive. Culture is a big part of what we do - open conversations, collaborative teamwork, and a strong focus on work-life balance are at the heart of how we operate. Although we're now a top 20 firm, our office and teams remain happy and effective - it never feels corporate or impersonal.

We're looking for a Personal Tax Senior to join our growing tax team. The role is primarily compliance-focused (about 80%) but also offers meaningful advisory exposure (around 20%) that arises naturally through working closely with clients.

You'll be involved with a high-calibre and varied portfolio including HNWIs, international individuals, property clients, sole traders, and trusts. The role includes ownership of a portfolio of around 150 clients, with autonomy to build relationships and take ownership of your workflow and client communications.

Managing a portfolio of approx. 150 personal tax clients (compliance and advisory).

Preparing and reviewing personal tax returns.

Advising clients on:

Residence and domicile issues

Pension and tapering planning

Trust and estate matters

Capital gains and IHT strategies

SEIS/EMI (if of interest)

Attending client meetings alongside senior staff and partners.

Building strong, lasting client relationships.

Collaborating closely with corporate tax, accounts, and wider internal teams.

Supporting the team with the annual workload of approx. 500-600 tax returns.

Minimum 3 years' experience in personal tax, ideally within practice.

ATT and/or CTA qualified, or QBE with relevant experience.

Confident and self-sufficient - able to manage your own portfolio.

A strong communicator with a personable, down-to-earth style.

A team player who values openness, support, and flexibility.

Enjoys client-facing work - including meetings, socialising, and building rapport.

Flexible Hybrid Working: typically 2 or 3 days in our Berkshire office, with the option of 1 day in the Central London office.

Autonomy & Variety: Space to develop your own specialisms or take on advisory projects.

Supportive Team Environment: Experienced team with a people-focused approach.

Real Progression: Clear opportunities for advancement, whether toward more advisory work or leadership.

Diverse Client Base: From creatives and entrepreneurs to international individuals and property investors.

First Stage: Informal in-person meeting with members of the tax management team.

Second Stage: In-person meeting with a senior partner.

Please email me with your CV if you feel you have the right experience: