Private Client Tax Senior

Join a thriving Private Client Tax team as a Senior, and take your career to the next level in a collaborative and supportive environment!

Job Title: Private Client Tax Senior
Location: Hertfordshire (Hybrid Working - 3 days in-office, occasional City office visits)
Department: Private Client Tax
Type: Full-time | Permanent

I am looking for an ambitious and detail-oriented professional to manage a diverse portfolio of personal tax clients. This is an exciting opportunity to work with high-net-worth individuals, partnerships, and clients with varied sources of income, supporting them through routine compliance and complex advisory needs.

About the Role:
As a Private Client Tax Senior, you will take ownership of your portfolio under the guidance of an Assistant Manager. You'll be the first point of contact for your clients, handling all aspects of their tax affairs with professionalism and proactivity.

Key Responsibilities:

• Manage a varied portfolio of private clients, including high-net-worth individuals and partnerships.
• Handle routine compliance work and provide ad hoc tax advisory services.
• Liaise with internal teams across audit, accounting, and general practice.
• Advise on capital gains tax and investment reliefs (EIS, VCT, SEIS).
• Attend client meetings and build strong relationships.
• Prepare and review tax computations and self-assessment returns.
• Monitor WIP, raise client bills, and propose fees.
• Contribute to one-off advisory and compliance projects.

What I am Looking For:

Technical Skills & Experience:

• ATT qualified (CTA qualification in progress or completed preferred).
• Proven experience managing a private client tax portfolio.
• Familiarity with self-assessment, UK residence and domicile rules, and private client advisory.
• Able to use legislation and HMRC guidance for technical research.

Client Experience:

• Experience working with private clients, owner-managed businesses, and UK-based high-net-worth individuals.
• Familiarity with non-UK domiciled and resident clients preferred.
• Comfortable advising property-owning clients and those with investment portfolios.

Professional Qualities:

• Strong interpersonal and communication skills.
• Commercial awareness around chargeable hours, fees, and WIP recovery.
• Enthusiastic approach to business development and client engagement.
• Collaborative mindset and team player attitude.
• Confident, professional, and personable in client interactions.

Why Join?

• Hybrid working model with flexibility and autonomy.
• Engaged and supportive leadership team.
• Exposure to a broad range of client work and technical challenges.
• Opportunity to grow and develop within a forward-thinking firm.

If you're ready to make your next move in tax, bring your expertise and ambition to a firm that values your growth.

Apply Now to become a key part of their growing Private Client Tax team.