Private Client Tax Senior

Overview

In this role you will manage a portfolio of private client tax matters, providing compliance, planning and advisory support. You’ll interact with HMRC and coordinate with a small, collaborative team to deliver accurate returns and timely responses. The role offers exposure to trusts and partnerships, as well as client billing duties, within a well-established firm. You will help shape high-quality service for a diverse client base and progress toward partner-led initiatives.

Pay / Benefits

• market leading salary
• 25 days annual leave + bank holidays
• Hybrid working (2 days per week)
• Agile working (flexible start/finish)

Responsibilities

• Manage annual tax returns for delegated clients
• Liaise with HMRC on behalf of clients
• Handle personal tax assignments (forecasting, residence/domicile, CGT, planning, enquiry work)
• Respond to client queries and maintain regular contact
• Own a portfolio of private clients, trusts and partnerships including billing
• Collaborate with team to meet deadlines and exceed client expectations
• Support Managers and Partners on portfolios and ad hoc projects
• Train and supervise junior staff

Key requirements

• ATT/CTA qualification (or significant tax experience)
• Private client/personal tax experience in practice
• Knowledge of tax preparation software and HMRC online services
• Strong organisational skills with ability to manage a busy portfolio
• Excellent attention to detail
• Strong analytical and problem-solving skills
• Confident and adaptable communication (written, verbal, in-person)
• Proactive and client-service oriented

• team player with ability to work independently
• strong communication and relationship-building
• proactive problem-solving
• attention to detail
• tax preparation software
• HMRC online services

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