Personal Tax Senior – Hybrid, Central London, Independent Practice

Overview

In this role you lead a Personal Tax team within a premier London tax practice, delivering accurate, compliant tax solutions to high-net-worth individuals and families. You will oversee end-to-end personal tax returns across income tax, capital gains tax, IHT and property tax, while guiding client strategy and tax planning. You’ll mentor staff, drive process quality, and support business growth through service innovation. This is a chance to shape private client tax services in a respected firm and work on complex UK/US tax matters.

Pay / Benefits

• Hybrid and flexible working
• Birthday leave and enhanced holiday package
• Professional subscription support
• Access to exciting client work (compliance and advisory)
• Clear career progression with supportive team culture

Responsibilities

• Lead and manage a tax team, provide strategic guidance and development support
• Oversee preparation, review and submission of complex personal tax returns (Self Assessment, CGT, IHT, Property Tax)
• Ensure compliance with HMRC regulations and deadlines across client filings
• Provide proactive tax planning advice on personal finances and structuring
• Identify tax risks and propose corrective actions and best practices
• Collaborate with senior partners and cross-functional teams on business development and service innovation
• Maintain QA processes, internal controls, and documentation standards
• Stay updated with tax legislation and HMRC guidance
• Develop training resources to strengthen team capabilities

Key requirements

• ATT/CTA or equivalent chartered status
• Progressive experience in personal tax within professional services
• Experience in team leadership and talent development
• Strong knowledge of UK personal tax (Income Tax, CGT, IHT, Property Tax)
• Proven tax return preparation, compliance and advisory skills for private clients
• Excellent communication and client engagement abilities
• High attention to detail and organizational skills
• Proficiency in tax software and MS Office
• Ability to manage multiple priorities under pressure
• Commitment to ongoing professional development

• communication
• client engagement
• attention to detail
• CaseWare
• TaxCalc
• Thomson Reuters

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