Private Client Tax Senior

Private Client Tax Senior

Full-Time 41500 - 45000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse personal tax portfolio and provide high-quality tax solutions.
  • Company: Join a dynamic firm in the heart of London with a focus on private client tax.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Great opportunity for career growth in a collaborative and client-focused setting.
  • Why this job: Make a real impact by advising high-net-worth clients and owner-managed businesses.
  • Qualifications: ATT/CTA qualified or studying, with experience in personal tax management.

The predicted salary is between 41500 - 45000 £ per year.

We’re looking for an experienced Tax Senior to join our growing Private Client Tax team in our City office. This is a great opportunity to take ownership of a varied personal tax portfolio while working closely with Managers, Directors and Partners on both compliance and advisory work. You’ll act as the main point of contact for your clients, building strong relationships and delivering high quality tax solutions across a diverse client base, including high‑net‑worth individuals, owner managed businesses and partnerships.

Key Responsibilities

  • Managing a mixed private client portfolio, covering all routine personal tax compliance
  • Acting as the primary contact for clients and attending client meetings
  • Advising individuals with earned, investment and property income
  • Working with owner‑managed businesses, partnerships and high‑net‑worth individuals
  • Handling a range of Capital Gains Tax matters
  • Assisting with and delivering ad‑hoc private client advisory work
  • Liaising with colleagues across the wider firm on client matters
  • Proposing fees, raising bills and monitoring WIP and recoverability

Skills, Knowledge and Expertise

  • ATT and/or CTA qualified (or actively studying towards CTA)
  • Previous experience managing a personal tax portfolio
  • Strong knowledge of Self‑Assessment and tax computations
  • Experience advising on EIS, VCT and SEIS investment reliefs
  • Knowledge of UK residence and domicile rules preferred
  • Comfortable researching tax legislation and HMRC guidance
  • Confident communicator with a proactive, client‑focused approach

Private Client Tax Senior employer: Moore Kingston Smith LLP

Join our dynamic Private Client Tax team in the heart of London, where we prioritise employee development and foster a collaborative work culture. As a Private Client Tax Senior, you'll enjoy competitive compensation, a diverse client portfolio, and the opportunity to build lasting relationships while working alongside experienced professionals. Our commitment to your growth and well-being makes us an exceptional employer in the financial services sector.
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Contact Detail:

Moore Kingston Smith LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend tax seminars, workshops, or even casual meet-ups. You never know who might have a lead on your next big opportunity!

✨Tip Number 2

Show off your expertise! Create a LinkedIn profile that highlights your skills in personal tax compliance and advisory work. Share articles or insights related to tax legislation to position yourself as a knowledgeable candidate.

✨Tip Number 3

Practice makes perfect! Prepare for interviews by role-playing common questions you might face as a Private Client Tax Senior. Focus on how you’d manage client relationships and tackle complex tax issues.

✨Tip Number 4

Don’t forget to apply through our website! We love seeing candidates who take the initiative. Plus, it’s a great way to ensure your application gets the attention it deserves from our hiring team.

We think you need these skills to ace Private Client Tax Senior

Tax Compliance
Personal Tax Portfolio Management
Client Relationship Management
Capital Gains Tax
Advisory Skills
Self-Assessment Knowledge
Tax Computations
EIS, VCT and SEIS Investment Reliefs
UK Residence and Domicile Rules
Research Skills
Communication Skills
Proactive Client-Focused Approach
ATT or CTA Qualification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous work with personal tax portfolios and any relevant qualifications like ATT or CTA. We want to see how you fit into our Private Client Tax team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and how your experience aligns with the role. Don’t forget to mention your client management skills and any specific achievements that demonstrate your expertise.

Showcase Your Communication Skills: As a Private Client Tax Senior, you'll be the main point of contact for clients. Make sure your application reflects your ability to communicate clearly and effectively. We love candidates who can convey complex tax concepts in a straightforward way!

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’re considered for the role. Plus, you’ll get to explore more about our company culture and values while you’re at it!

How to prepare for a job interview at Moore Kingston Smith LLP

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of personal tax compliance and the specifics of Capital Gains Tax. Familiarise yourself with the latest HMRC guidance and tax legislation, as this will show your potential employer that you're proactive and well-prepared.

✨Showcase Your Client Management Skills

Be ready to discuss your experience managing a personal tax portfolio. Think of specific examples where you've built strong client relationships or successfully handled complex tax issues. This will demonstrate your ability to be the primary contact for clients.

✨Prepare for Technical Questions

Expect questions about EIS, VCT, and SEIS investment reliefs, as well as UK residence and domicile rules. Practise explaining these concepts clearly and concisely, as this will highlight your expertise and confidence in the subject matter.

✨Ask Insightful Questions

Prepare some thoughtful questions to ask during the interview. Inquire about the team dynamics, the types of clients you'll be working with, or how the firm supports ongoing professional development. This shows your genuine interest in the role and the company.

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