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 progression support.
- Other info: Exciting opportunities for professional development and client relationship management.
- 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
For further information on this role please contact David Elliot at Clark Wood. Unfortunately, we are unable to offer visa sponsorship for this position.
Senior Personal Tax Advisor - Hybrid, High-Net-Worth 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 technical exposure, clear development opportunities, and a collaborative team atmosphere that fosters growth and innovation.
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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with people working in roles you’re interested in. This is your chance to learn more about the company culture and the specifics of the job. Plus, it shows your genuine interest and can lead to referrals down the line. We love seeing candidates take this initiative!
✨Showcase Your Skills
Prepare a portfolio or case studies that highlight your achievements and skills relevant to personal tax compliance. When you get the chance to chat with potential employers, we want you to wow them with real examples of your work. It’s all about making a lasting impression!
✨Apply Through Our Website
Don’t forget to apply directly through our website for the best chance at landing that Senior Personal Tax Advisor role! We keep an eye on applications that come through our platform, so make sure you’re in the mix. Let’s get you that dream job together!
We think you need these skills to ace Senior Personal Tax Advisor - Hybrid, High-Net-Worth
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 tell us why you're passionate about personal tax and how your experience aligns with our values. Keep it engaging and personal – we love a good story!
Showcase Your Technical Skills:Since this role involves high-net-worth clients, make sure to mention your experience with complex tax scenarios and compliance matters. We’re looking for someone who can hit the ground running, so don’t hold back on your technical know-how!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own channels!
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, IHT, and CGT. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex scenarios.
✨Showcase Your Client Skills
Since this role involves maintaining excellent working relationships with clients, prepare examples of how you've successfully managed client interactions in the past. Think about times when you identified advisory opportunities or resolved client issues effectively.
✨Be Ready to Mentor
As a Senior Personal Tax Advisor, you'll be expected to support and review junior staff's work. Be prepared to discuss your experience in mentoring and providing constructive feedback. Highlight any specific instances where your guidance made a difference.
✨Demonstrate Your Organisational Skills
With deadlines being crucial in tax compliance, showcase your time management and organisational skills. Prepare to talk about how you prioritise tasks and manage your portfolio efficiently, especially under pressure.
