Private Client Tax Senior

This is an excellent opportunity to join a leading advisory and accountancy practice with a strong reputation in the private client market. You'll work with a diverse portfolio of individuals, families and trusts, supporting clients with their tax compliance requirements while building long-term relationships and developing your technical expertise.

As a Senior within the team, you'll begin taking ownership of your own portfolio, working closely with managers and senior colleagues while gaining increasing responsibility and client exposure. The role offers a clear pathway for progression alongside ongoing professional development and technical training.

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• Managing a portfolio of private clients with support from your manager.
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• Building and developing strong, long-term client relationships.
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• Acting as a key point of contact for clients and providing an excellent client experience.
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• Working with a range of clients including:\n
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  • High net worth individuals
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  • Non-UK resident individuals
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  • Non-domiciled individuals
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  • Trusts and estates
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• Supporting clients with their personal tax compliance obligations.
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• Keeping clients informed of legislative changes and helping them understand the impact on their personal tax affairs.
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• Identifying planning opportunities and bringing relevant insights to clients.
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• Reviewing personal tax returns and related tax computations.
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• Managing a variety of compliance assignments and ensuring work is completed accurately and on time.
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• Delivering work efficiently while maintaining strong risk management standards.
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• Ensuring compliance with internal procedures, policies and quality standards.
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• Supporting the achievement of team revenue and profitability objectives.
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• Previous experience within Personal Tax, Private Client Tax or Mixed Tax gained in a professional practice environment.
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• A strong understanding of personal tax compliance work.
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• Experience reviewing tax returns and tax computations.
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• Excellent organisational skills and attention to detail.
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• Strong communication and relationship-building skills.
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• The ability to manage priorities and meet deadlines effectively.
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• A proactive approach to client service and problem solving.
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• ATT qualified or nearing completion of ATT.
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• Currently studying towards CTA qualification, or intending to do so.
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• A genuine interest in developing a long-term career within Private Client Tax.
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• Responsibility for your own client portfolio from an early stage.
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• Structured career development and progression opportunities.
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• Full study support towards professional qualifications, including:\n
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  • Paid study leave
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  • Mentoring and coaching
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  • Ongoing technical support
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• Exposure to a varied and interesting private client portfolio.
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• The opportunity to build strong client relationships and develop your advisory skills alongside your compliance expertise.
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If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.