As a Tax Senior, you will be responsible for a varied portfolio of private clients, providing personal tax compliance and supporting a range of advisory projects. You will act as a primary point of contact for clients, building strong relationships while delivering tailored advice and practical solutions. Working with high net worth individuals, partnerships and owner-managed businesses, you will collaborate closely with colleagues across the wider tax practice to provide an integrated and high-quality client experience.
Key Responsibilities
- Manage the day-to-day requirements of a varied Private Client portfolio, comprising clients with a range of income sources, including employment, investment and business income.
- Act as the primary point of contact for clients, building and maintaining strong relationships.
- Work with owner‑managed businesses, partnerships and high‑net‑worth individuals.
- Manage a range of Capital Gains Tax matters across the portfolio.
- Assist with and deliver ad hoc private client advisory work.
- Support the delivery of one-off compliance assignments.
- Attend client meetings and contribute to discussions on tax matters.
- Propose fees, raise client bills, and regularly monitor WIP and recoverability.
- Liaise with colleagues across the wider firm, including audit and accounts teams, to support client needs.
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.
Benefits
Tax Senior - Private Client in St Albans employer: Moore Kingston Smith
Moore Kingston Smith is an exceptional employer, offering a dynamic work culture in the heart of London where collaboration and professional growth are at the forefront. As a CASS Audit Manager, you will benefit from extensive training opportunities, a supportive team environment, and the chance to develop your expertise while working on diverse client portfolios. Join us to be part of a firm that values innovation and fosters meaningful relationships within the financial services sector.
