Overview
As a Senior Private Client Tax Specialist, you will lead complex client work and shape the growth of a private client offering. You’ll balance hands-on technical advice with people leadership and strategic input to help the department scale. You’ll build trusted client relationships and guide colleagues through complex tax issues, ensuring high-quality, practical solutions. This role offers influence over client strategy, collaborative teamwork, and opportunities to broaden your leadership and commercial impact.
Pay / Benefits
- Hybrid working
- flexible hours
- modern office spaces
- collaboration-focused environment
- professional development opportunities
- contribution to business growth
Responsibilities
- Lead complex private client engagements from advisory to delivery
- Advise on inheritance tax, trusts, estates, succession planning, capital gains tax and shareholder transactions
- Review and sign off complex Self-Assessment tax returns and manage risk
- Build trusted relationships with private clients and liaise with external advisers
- Support management with department planning and strategic objectives
- Guide colleagues through clear work briefings, delegation and technical support
- Share specialist knowledge and identify opportunities for connected service lines
- Contribute to business development and raise the firm’s profile
- Keep technical knowledge sharp and contribute to thoughtful, commercially grounded advice
Key requirements
- ATT or CTA qualification or equivalent
- Significant private client tax experience in professional practice
- Detailed knowledge of UK personal taxation, capital gains tax and inheritance tax
- Experience managing complex compliance portfolios and providing technical advice to private clients
- Strong organizational skills for project management and deadlines
- Experience managing client relationships and supervising colleagues
- Ability to explain complex tax matters clearly to clients and advisers
- Experience in international private client tax is valuable
- clear communication
- relationship building
- leadership and mentoring
- private client tax advisory
- inheritance tax
- capital gains tax
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