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- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver tax compliance and advisory work.
- Company: Join a Top 50 firm with a supportive and flexible working environment.
- Benefits: Competitive salary, hybrid working, and clear progression opportunities.
- Why this job: Make a real impact in private client tax while collaborating with experienced specialists.
- Qualifications: ATT, CTA or ACA qualified, or actively studying towards these qualifications.
- Other info: Experience in UK private client tax is essential; excellent communication skills are a must.
The predicted salary is between 36000 - 60000 £ per year.
We’re recruiting for an experienced Private Client Tax Senior to join one of our leading clients, a Top 50 firm, with opportunities available in London or regional offices in Kent, Essex, Berkshire and Buckinghamshire, offering hybrid working.
About the role:
We are looking for a skilled and client-focused Private Client Tax professional to join a growing and highly regarded Private Client team. This role offers exposure to a diverse and high-quality portfolio of HNWIs, entrepreneurs, trusts and partnerships, combining both compliance and advisory work. You’ll play a key role in managing client relationships, supporting tax planning projects, and contributing to more complex private client matters. The firm offers a supportive and flexible working environment, clear progression opportunities, and the chance to work alongside experienced specialists within the private client space.
Responsibilities:
- Manage a portfolio of private clients, acting as a key point of contact
- Deliver personal tax compliance and advisory work (Income Tax, CGT, IHT)
- Support tax planning projects and complex private client matters
- Review work prepared by junior team members and provide guidance
- Build and maintain strong client relationships
- Collaborate with the wider Private Client and senior leadership teams
Requirements:
- ATT, CTA or ACA qualified, or actively studying towards ATT or CTA
- Experience in UK private client tax within an accountancy practice
- Strong technical knowledge with a commercial, client-focused approach
- Excellent communication and organisational skills
What’s on offer:
- Competitive salary, dependent on experience and level
- Hybrid working – typically 3 days in the office / 2 from home (2 days in-office considered for qualified candidates)
- London base with the option to work from a regional office
- Clear progression and exposure to high-quality private client work
Apply now or get in touch for a confidential discussion.
Private Client Tax Senior in City of London employer: PBR Executive Search Ltd
Contact Detail:
PBR Executive Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Private Client Tax Senior role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of real-life examples where you've excelled in tax compliance or advisory work. This will help you stand out as a candidate who can hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for openings that match your skills and aspirations. Tailor your approach to show why you’d be a great fit for their team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their private client team.
We think you need these skills to ace Private Client Tax Senior in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications like ATT, CTA, or ACA, and any relevant private client tax experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Private Client Tax Senior role. Mention your client-focused approach and any specific experiences that relate to managing high-net-worth individuals.
Showcase Your Communication Skills: Since this role involves building strong client relationships, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language, and don’t shy away from sharing examples of how you've successfully managed client interactions.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our Top 50 firm client!
How to prepare for a job interview at PBR Executive Search Ltd
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance and advisory work, especially around Income Tax, CGT, and IHT. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.
✨Showcase Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This role is all about managing a portfolio of private clients, so demonstrating your ability to connect with clients will set you apart.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Practice explaining complex tax matters in simple terms, as this will showcase your communication skills and your ability to make tax concepts accessible to clients.
✨Highlight Team Collaboration
Since you'll be working closely with junior team members and senior leadership, think of examples where you've collaborated effectively in a team setting. This will show that you're a team player who can contribute to a supportive work environment.
