At a Glance
- Tasks: Manage a diverse portfolio of private clients and deliver high-quality tax compliance work.
- Company: Respected London-based firm with a commitment to diversity and inclusion.
- Benefits: Competitive pro-rata salary, career progression opportunities, and supportive work environment.
- Other info: Potential for this role to evolve into a full-time opportunity.
- Why this job: Join a dynamic team during the busy tax season and make a real impact.
- Qualifications: 5+ years of UK private client tax experience and strong client relationship skills.
The predicted salary is between 51750 - 63250 £ per year.
Our client is a London based firm looking for an experienced tax consultant to help them cover the busy private client tax season. This is an excellent opportunity for an experienced Private Client Tax professional to join a respected practice and cover the busy tax season.
The Role
- You’ll manage a varied portfolio of private clients, including HNWIs, directors, landlords, sole traders, trusts and partnerships, delivering high-quality compliance work while identifying tax planning opportunities.
- Key responsibilities include:
- Managing the Self-Assessment compliance process
- Preparing and reviewing personal, partnership and trust tax returns
- Advising on income tax, CGT, foreign income and residency matters
- Handling P11Ds, PSAs and HMRC correspondence
- Identifying tax planning opportunities and supporting Partners on advisory work
- Building strong client relationships and mentoring junior team members
About You
- You’ll have experience managing your own private client portfolio within a UK accountancy practice, strong technical knowledge of personal tax, and excellent client relationship skills.
- Ideally you’ll have:
- UK private client tax compliance experience minimum 5 years
- Portfolio management experience
- ATT, CTA or qualified by experience
There are clear opportunities for career progression and the option for this to become a full-time career opportunity.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Senior - 4 Month Fixed term Contract employer: Pro-Tax
Pro-Tax is an exceptional employer, offering a dynamic work culture in the heart of London that fosters collaboration and professional growth. As a Corporate Tax Assistant Manager, you will benefit from exposure to high-profile clients and a supportive team environment, alongside comprehensive training and development opportunities that align with a Big 4 career pathway.
