Tax Senior Private Clients - Top tier accounting firm
Tax Senior Private Clients - Top tier accounting firm

Tax Senior Private Clients - Top tier accounting firm

Saint Albans Full-Time 36000 - 54000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse personal client tax portfolio and provide advisory support.
  • Company: Join a top-tier firm of chartered accountants in St Albans, known for excellence.
  • Benefits: Enjoy hybrid working, competitive salary, and opportunities for career progression.
  • Why this job: Be part of a growing team with a strong reputation and impactful work.
  • Qualifications: ATT qualified or studying towards CTA with 3 years' private tax experience.
  • Other info: Equal opportunity employer committed to workplace diversity.

The predicted salary is between 36000 - 54000 £ per year.

Job Description

Tax Senior (Private Client) – Top tier accounting firm St Albans (Hybrid) Up to £45,000Butler Rose Public Practice and delighted to be partnering with our client a highly reputable and established Top tier firm of chartered accountants, that are now eager to appoint a skilled, experienced, and ambitious Tax Senior to complement their Private Client tax team from their fantastic City of St Albans offices. Role Requirements –

  • The firm is eager to appoint an individual to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work.
  • Managing all day-to-day requirements for a Private Client portfolio, comprising of a mix of clients such as HNWIs and partnerships with varied sources of income e.g., earned and investment income.
  • Dealing with a range of capital gains tax issues.
  • Assisting with or dealing with the delivery of technical advisory work on the portfolio to include one off advisory and compliance assignments.
  • Attending client meetings as required as well as fee proposing and raising client bills and regularly reviewing WIP.

Person Requirements –

  • ATT qualified and/or currently studying towards the CTA with at least 3 years' private/personal tax experience working for a reputable UK based firm.
  • Proven experience of effectively managing a portfolio of private clients (HNWIs, non-domiciles, property owners, OMBs, partnerships)
  • Strong tax compliance experience and ideally some advisory exposure
  • Excellent communication skills and well accustomed in liaising with the HMRC on behalf of clients.

This is an outstanding opportunity for the right individual to join this firm of choice, that continue to grow, and where opportunities to progress your career further will be readily available. This role is advertised by Doug Greer, Butler Rose (AGY) #IND-HL-25

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Tax Senior Private Clients - Top tier accounting firm employer: Butler Rose

Join a top-tier accounting firm in St Albans, where you will thrive in a supportive and dynamic work culture that values professional growth and development. With competitive salaries and a hybrid working model, this firm offers a unique opportunity to manage a diverse portfolio of high-net-worth clients while benefiting from ongoing training and career advancement. Experience the satisfaction of working in a reputable firm that prioritises employee well-being and fosters a collaborative environment.
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Contact Detail:

Butler Rose Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Senior Private Clients - Top tier accounting firm

✨Tip Number 1

Network with professionals in the accounting and tax sectors, especially those who work with private clients. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and compliance requirements in the UK. Being well-versed in current legislation will not only boost your confidence but also demonstrate your commitment to the role during interviews.

✨Tip Number 3

Prepare to discuss specific examples of how you've managed a diverse portfolio of private clients in the past. Highlight your experience with HNWIs and your ability to handle complex tax issues, as this will resonate well with the hiring team.

✨Tip Number 4

Research the firm thoroughly, including their values, recent achievements, and client base. Tailoring your conversation to align with their goals and demonstrating your enthusiasm for joining their team can set you apart from other candidates.

We think you need these skills to ace Tax Senior Private Clients - Top tier accounting firm

ATT qualified or studying towards CTA
Private Client Tax Experience
Tax Compliance Expertise
Advisory Skills
Portfolio Management
Capital Gains Tax Knowledge
Client Relationship Management
Excellent Communication Skills
Experience liaising with HMRC
Attention to Detail
Time Management
Problem-Solving Skills
Ability to Work Independently
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax compliance and advisory work. Emphasise your qualifications, such as ATT or CTA, and detail your experience managing a portfolio of private clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to handle HNWIs and complex tax issues, and explain why you want to join this top-tier accounting firm.

Highlight Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application of how you've effectively liaised with clients and HMRC in the past. This will show your capability in managing client relationships.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential in the accounting field.

How to prepare for a job interview at Butler Rose

✨Know Your Tax Regulations

Brush up on the latest tax regulations and compliance requirements relevant to private clients. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.

✨Showcase Your Client Management Skills

Prepare examples of how you've successfully managed a diverse portfolio of clients, particularly high-net-worth individuals. Highlight your experience in dealing with various income sources and capital gains tax issues.

✨Demonstrate Communication Proficiency

Since excellent communication skills are crucial for this role, practice articulating complex tax concepts clearly and concisely. Be ready to discuss how you've effectively liaised with HMRC on behalf of clients.

✨Prepare for Technical Questions

Expect technical questions related to personal tax compliance and advisory work. Review common scenarios you might encounter in the role and be prepared to discuss your approach to solving them.

Tax Senior Private Clients - Top tier accounting firm
Butler Rose
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  • Tax Senior Private Clients - Top tier accounting firm

    Saint Albans
    Full-Time
    36000 - 54000 £ / year (est.)

    Application deadline: 2027-08-01

  • B

    Butler Rose

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