Private Client Tax Senior

REED Practice are exclusively recruiting for an ambitious Accountancy Practice based near to Ringwood recruiting a Tax Senior Private Client. This is a HYBRID Role, Career opportunities available with an uncapped ceiling for a progression

Tax Senior Private Client

Full time / Part Time Hours available

Salary £45,000 - £50,000 per annum (Flexible for the right candidate)

Hybrid working

Key Responsibilities:

· Client Relationship Management - Serve as the primary advisor, delivering exceptional service and proactive tax planning.

· Portfolio Oversight - Manage a portfolio of high-net-worth clients, ensuring compliance and timely completion of tax-related tasks.

· Tax Advisory & Compliance - Prepare reports and letters providing expert guidance on Income Tax, IHT, CGT, and other tax matters.

· Regulatory & Group Standards - Conduct regular client reviews, year-end tax planning, and ensure full regulatory compliance.

· Business Development - Identify and generate new client opportunities, promoting Ward Goodman’s full suite of services.

· Company Representation - Act as a trusted ambassador, upholding professional ethics and driving company initiatives.

Entry Requirements and Essential Skills:

· Proven experience in a similar role, managing private client tax matters.

· ATT or CTA qualified, with strong technical knowledge and a commitment to continuous learning.

· Highly organised, able to manage multiple deadlines, particularly during the tax return compliance cycle.

· Strong interpersonal skills, with the ability to build rapport and establish long-term client relationships.