Private Client Tax Senior

Primary Purpose of Role

The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. Also, provide assistance to the Senior Manager / Director / Partners in both compliance and advisory client work.

Key Duties:

• Main point of contact for clients to obtain relevant facts to process the client file.


• Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).


• Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.


• Dealing with HMRC enquiries, penalty notices etc.


• Liaising with clients and building and maintaining relationships.


• Advising on day to day tax queries from clients.


• Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.


• Supporting more senior staff in the Private Client Tax department with processes and efficiencies.


• Coach and mentor junior members of the team to ensure compliance and service delivery.


• Encourage equality and diversity amongst teams.

Knowledge, Skills & Experience

• Experience of working with client compliance work


• Preparing tax within accountancy practice


• Excellent verbal and written communication skills with internal and external people


• Interpersonal relationship building


• Excellent attention to detail


• Analytical outlook, questioning where needed


• Able to prioritise own workload


• Can work to deadlines


• Effective time management


• Is comfortable working independently


• Can show accuracy in technical work delivered


• Can work and adapt work around technology


• Can demonstrate an ability to innovate and share ideas