Private Client Tax Senior

Private Client Tax Senior

Department: Private Client Tax

Employment Type: Permanent - Full Time

Location: St Albans

Compensation: £42,000 - £45,000 / year

Description

We are seeking an experienced Private Client Tax Senior to join our growing Private Client Tax team. The ideal candidate will have a strong background in personal tax compliance and advisory work, with experience managing client relationships and delivering high-quality tax services. As a Tax Senior, you will be responsible for a varied portfolio of private clients, providing personal tax compliance and supporting a range of advisory projects. You will act as a primary point of contact for clients, building strong relationships while delivering tailored advice and practical solutions. Working with high net worth individuals, partnerships and owner-managed businesses, you will collaborate closely with colleagues across the wider tax practice to provide an integrated and high-quality client experience.

Key Responsibilities

• Manage the day-to-day requirements of a varied Private Client portfolio, comprising clients with a range of income sources, including employment, investment and business income.
• Act as the primary point of contact for clients, building and maintaining strong relationships.
• Work with owner managed businesses, partnerships and high net worth individuals.
• Manage a range of Capital Gains Tax matters across the portfolio.
• Assist with and deliver ad hoc private client advisory work.
• Support the delivery of one-off compliance assignments.
• Attend client meetings and contribute to discussions on tax matters.
• Propose fees, raise client bills, and regularly monitor WIP and recoverability.
• Liaise with colleagues across the wider firm, including audit and accounts teams, to support client needs.

Skills, Knowledge and Expertise

• ATT and/or CTA qualified (or actively studying towards 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.

Benefits