Private Client Tax Senior

Are you a skilled tax professional looking to take ownership of a diverse personal client portfolio? This is a fantastic opportunity to join a growing Private Client Tax team in a senior role, delivering high-quality compliance and advisory services to a varied client base.

About the Role

As a Private Client Tax Senior, you'll manage a portfolio of individuals with complex income streams, including earned and investment income. You'll work under the guidance of an Assistant Manager, taking responsibility for day-to-day tax matters and contributing to technical advisory work. Hybrid working model:

• Typically three days per week in the St Albans office

• Remaining days remote

Key Responsibilities

• Manage all aspects of personal tax compliance for a varied client portfolio

• Act as the primary point of contact for clients

• Handle tax matters for partnerships and high-net-worth individuals

• Collaborate with other departments on cross-functional client issues

• Advise on capital gains tax and deliver technical advisory assignments

• Support ad hoc compliance and advisory projects

• Attend client meetings and manage billing, fees, and WIP

Skills & Expertise

Technical Requirements:

• ATT qualified (essential)

• CTA qualification in progress or planned

• Strong experience in Self-Assessment and tax computations

• Familiarity with EIS, VCT, SEIS reliefs

• Knowledge of UK residence and domicile rules

• Ability to research and apply tax legislation and HMRC guidance

Client Experience:

• Private individuals and owner-managed business proprietors

• Non-UK domiciled and non-resident clients

• UK-based high-net-worth individuals

• Property investors

Professional Competencies:

• Commercial awareness of billing, WIP recovery, and profitability

• Proactive in identifying opportunities and delivering high-quality work

• Strong communication and presentation skills

• Collaborative team player with a focus on operational improvement

• Confident and professional client engagement

Salary & Benefits

• £41,000 – £45,000 per year

• Permanent, full-time role

• Hybrid working model

• Career development support and professional growth opportunitiesAbout our client:They believe in the power of people to drive meaningful change-guided by genuine understanding and collaboration. Working with clients of all sizes, from individuals to large enterprises, this multi-disciplinary advisory, tax, and audit firm brings deep expertise across a wide range of sectors. Their teams across London and the surrounding regions deliver high-quality results locally, nationally, and globally through an international network. At the heart of their approach is a commitment to respect, active listening, and shared purpose. They value relationships and projects that promote positive impact-for clients, colleagues, and communities alike. Join a team where your contribution truly makes a difference.