At a Glance
- Tasks: Manage a diverse portfolio of private clients and deliver top-notch personal tax compliance and advisory services.
- Company: A highly regarded accountancy and advisory firm in London with a supportive culture.
- Benefits: Hybrid working, competitive salary, professional development, and clear progression opportunities.
- Other info: Join a growing team focused on technical development and client-facing responsibilities.
- Why this job: Gain hands-on experience with high-net-worth clients and complex tax matters in a collaborative environment.
- Qualifications: Experience in UK accountancy or private client tax, with ATT/CTA qualification or progression.
The predicted salary is between 50000 - 65000 £ per year.
We are recruiting a Private Client Tax Senior for a growing and highly regarded accountancy and advisory firm based in London. This is an excellent opportunity for an experienced personal tax professional to take ownership of a varied private client portfolio while working closely with Managers, Directors, and Partners on both compliance and advisory matters.
The role offers strong client exposure, technical development, and the opportunity to work with a diverse client base including high-net-worth individuals, owner-managed businesses, and partnerships within a collaborative and supportive environment.
The Role
As a Private Client Tax Senior, you will manage a mixed portfolio of private clients, overseeing the delivery of routine personal tax compliance work while supporting a range of advisory projects. You will act as the primary point of contact for your clients, building strong professional relationships and providing a high level of service across a broad range of personal tax matters. The portfolio will include individuals with earned, investment, and property income, alongside owner-managed businesses, partnerships, and high-net-worth individuals.
The role will involve handling a variety of Capital Gains Tax matters, assisting with ad-hoc advisory assignments, and supporting clients with areas such as EIS, VCT, and SEIS investment reliefs. You will work closely with colleagues across the wider firm to deliver coordinated client solutions while attending client meetings and assisting senior team members with more complex planning and advisory work. Alongside client responsibilities, you will also assist with fee proposals, billing, WIP management, and monitoring portfolio recoverability. This is an excellent opportunity for someone looking to strengthen both their compliance and advisory experience within a growing and professional private client tax team.
About You
You will have previous experience gained within a UK accountancy practice or private client tax environment, with responsibility for managing a personal tax portfolio. ATT and/or CTA qualification, or active progression towards CTA qualification, is essential. You will possess strong technical knowledge across Self-Assessment and personal tax compliance, alongside experience handling tax computations and supporting advisory work. Exposure to EIS, VCT, and SEIS investment reliefs is highly desirable, while knowledge of UK residence and domicile rules would also be advantageous. You will be comfortable researching tax legislation and HMRC guidance while delivering practical and commercially focused advice to clients. Strong communication skills, attention to detail, and a proactive and client-focused approach are essential for success in this role.
What's on Offer
- Hybrid and flexible working
- Exposure to complex private client tax work
- Strong focus on technical and professional development
- Supportive and collaborative team culture
- Client-facing responsibility and advisory exposure
- Clear progression opportunities within a growing team
- Competitive salary and benefits package
Location
London. Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood.
Private Client Tax Senior - London employer: Oscar Wood
Join a highly regarded accountancy and advisory firm in London, where you will thrive in a hybrid working environment that promotes flexibility and work-life balance. With a strong focus on professional development and a collaborative team culture, this role offers the chance to manage a diverse portfolio of high-net-worth clients while gaining invaluable exposure to complex tax matters. Enjoy competitive remuneration and clear pathways for career progression in a supportive setting that values your growth and expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior - London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Oscar Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Senior - London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Oscar Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Oscar Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Oscar Wood!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Oscar Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Oscar Wood. It helps to show our commitment!
