At a Glance
- Tasks: Manage personal tax compliance for high-net-worth clients and mentor junior staff.
- Company: Forward-thinking accountancy practice in London with a people-first culture.
- Benefits: Competitive salary, hybrid working, and strong career progression opportunities.
- Other info: Collaborative environment with excellent development support.
- Why this job: Join a supportive team and work on high-quality private client projects.
- Qualifications: ATT/CTA part-qualified or qualified with experience in UK private practice.
The predicted salary is between 50000 - 60000 £ per year.
My client is a highly regarded, forward-thinking accountancy practice based in London, known for its people‑first culture, strong values, and commitment to delivering a holistic service to private clients and business owners. They are looking to recruit a Personal Tax Senior to join their growing Personal Tax team. This is an exciting opportunity for a personal tax professional to step into a role with strong technical exposure, high‑quality private client work, and clear development opportunities within a supportive team environment.
Responsibilities
- Actively manage a portfolio of personal tax compliance clients to meet filing deadlines
- Prepare self‑assessment tax returns to a high‑quality standard
- Review work completed by junior team members and provide constructive feedback
- Support the training and development of junior staff
- Attend meetings with new and existing clients, maintaining excellent working relationships
- Identify advisory opportunities including share schemes, IHT and CGT planning, and referrals into the wider firm
- Liaise with the corporation tax compliance team to obtain information required for self‑assessment returns
- Demonstrate strong knowledge of P11Ds, tax credits, tax codes, pension relief, gift aid relief claims, and HMRC compliance matters
- Prepare self‑employed accounts and property income schedules where required
Technical Exposure
- High‑net‑worth private client personal tax compliance
- Advisory‑led personal tax work (CGT, IHT, share schemes and planning)
- Complex private client scenarios and HMRC interaction
- Review and mentoring responsibility
- Process improvement and service development initiatives
Ideal Candidate
- ATT and/or CTA part‑qualified or qualified
- Strong experience within a UK private practice / accountancy firm environment
- Good technical grounding in personal tax
- Experience reviewing work and supporting junior staff
- Strong client‑facing and relationship management skills
- Excellent organisational and time management skills
- Strong written communication and attention to detail
What's on Offer
- Competitive salary dependent on experience
- Hybrid / flexible working
- Strong progression and development support
- High‑quality private client work
- Collaborative, people‑first culture
Senior Personal Tax Advisor - Hybrid, High-Net-Worth in London employer: Clark Wood - Accountancy Practice & Tax Recruitment
Join a highly regarded accountancy practice in London that prioritises a people-first culture and offers a supportive environment for personal tax professionals. With a focus on high-quality private client work, you will benefit from strong development opportunities, flexible working arrangements, and the chance to engage in complex advisory scenarios while mentoring junior staff. This is an excellent opportunity to grow your career in a collaborative setting that values both professional and personal growth.
Contact Details:
Clark Wood - Accountancy Practice & Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Personal Tax Advisor - Hybrid, High-Net-Worth in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work with high-net-worth clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss personal tax compliance and advisory opportunities. We want you to shine when they ask about P11Ds or IHT planning!
✨Tip Number 3
Showcase your mentoring skills! If you've supported junior staff before, be ready to share examples of how you've helped them grow. This is a big plus for roles that involve reviewing work and providing feedback.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our process. Let’s get you that dream job!
We think you need these skills to ace Senior Personal Tax Advisor - Hybrid, High-Net-Worth in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your personal tax expertise and any relevant qualifications like ATT or CTA. We want to see how you fit into our people-first culture!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background aligns with our values. Don’t forget to mention your experience with high-net-worth clients and your approach to building relationships.
Showcase Your Technical Skills:Since this role involves complex personal tax scenarios, be sure to highlight your technical knowledge in areas like CGT, IHT, and P11Ds. We love seeing candidates who can demonstrate their understanding of these topics clearly.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Clark Wood - Accountancy Practice & Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, especially around P11Ds, tax credits, and HMRC matters. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Client Skills
Prepare examples of how you've built and maintained strong relationships with clients in the past. This is crucial for a role that involves attending meetings and managing client portfolios, so be ready to share your success stories.
✨Be Ready to Mentor
Since this position involves reviewing work and supporting junior staff, think about your mentoring experiences. Be prepared to discuss how you've helped others grow and what strategies you used to provide constructive feedback.
✨Demonstrate Your Organisational Skills
With deadlines being a big part of the job, come equipped with examples of how you've managed multiple tasks effectively. Highlight your time management techniques and how they’ve helped you meet tight deadlines in the past.
