At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide high-quality tax solutions.
- Company: Leading UK advisory and accountancy group with a collaborative culture.
- Benefits: Competitive salary, hybrid work, and opportunities for professional development.
- Other info: Dynamic environment with excellent growth opportunities and supportive team culture.
- Why this job: Make a real impact by advising high-net-worth clients and building trusted relationships.
- Qualifications: Proactive tax professional with strong personal tax knowledge and client management experience.
The predicted salary is between 41500 - 45000 £ per year.
A respected and forward-thinking UK advisory and accountancy group is looking for an experienced Private Client Tax Senior to join its growing team in either the City of London or St Albans. This is an excellent opportunity to take ownership of a varied personal tax portfolio while working closely with Managers, Directors and Partners on a blend of compliance and advisory work. You’ll be the primary point of contact for your clients, building trusted relationships and delivering clear, high-quality tax solutions for high-net-worth individuals, owner-managed businesses and partnerships.
About the firm
This organisation is a leading national tax, advisory and audit group, supported by an international network and recognised for its collaborative culture, people-led values and strong technical standards. The firm helps clients—from individuals to large organisations—achieve their ambitions through practical, insightful advice. The group is known for:
- A culture grounded in respect, collaboration and understanding
- Strong growth within private client services
- High-quality work and long-term client relationships
- An environment that encourages learning, wellbeing and professional development
The role
You will manage a broad private client portfolio and handle all aspects of routine personal tax compliance, while supporting on a wide range of advisory matters. The role offers significant client contact, technical variety and exposure to senior specialists within the team. Key responsibilities include:
- Managing a mixed private client portfolio and overseeing 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 HNWIs
- Handling a range of capital gains tax matters
- Assisting with and delivering ad-hoc private client advisory projects
- Liaising with colleagues across the wider firm on client matters
- Proposing fees, raising bills and monitoring WIP and recoverability
About you
You’re a proactive, technically confident tax professional with strong personal tax knowledge and experience managing a private client portfolio. We’re looking for someone with:
- ATT and/or CTA qualification (or actively studying towards CTA)
- Previous experience managing personal tax portfolios
- Strong knowledge of Self-Assessment and tax computations
- Experience advising on EIS, VCT and SEIS investment reliefs
- Knowledge of residence and domicile rules (preferred)
- Confidence researching tax legislation and HMRC guidance
- Excellent communication skills and a client-focused approach
- Strong organisational skills and the ability to manage multiple matters effectively
Private Client Tax Senior employer: Timothy Wiseman
Join a respected and forward-thinking advisory and accountancy group that values collaboration, respect, and professional growth. With a strong focus on personal development and a supportive hybrid work environment in the vibrant City of London or St Albans, this role offers you the chance to manage a diverse private client portfolio while building trusted relationships with high-net-worth individuals. Experience a culture that prioritises wellbeing and encourages continuous learning, making it an excellent place for ambitious tax professionals to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge of personal tax compliance and advisory work. Share specific examples of how you've successfully managed client portfolios or tackled complex tax issues.
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s culture, values, and recent projects. Be ready to discuss how your skills align with their needs, especially in managing private client portfolios and delivering high-quality tax solutions.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Private Client Tax Senior
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax knowledge and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your experience aligns with our values. Show us your personality and enthusiasm for the role.
Showcase Your Client Management Skills:Since you'll be the primary contact for clients, it's crucial to demonstrate your ability to build relationships. Share examples of how you've successfully managed client portfolios and delivered high-quality tax solutions in the past.
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, it shows you’re keen on joining our collaborative culture!
How to prepare for a job interview at Timothy Wiseman
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around Self-Assessment and capital gains tax. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing a private client portfolio.
✨Showcase Your Client Relationship Skills
Since you'll be the primary contact for clients, it's crucial to demonstrate your ability to build trusted relationships. Prepare examples of how you've successfully managed client expectations and delivered high-quality tax solutions in previous roles.
✨Be Ready for Technical Questions
Expect questions that test your understanding of tax legislation and HMRC guidance. Practise explaining complex tax concepts in simple terms, as this will highlight your communication skills and client-focused approach.
✨Demonstrate Your Organisational Skills
With multiple matters to manage, showcasing your organisational abilities is key. Prepare to discuss how you prioritise tasks and ensure timely compliance while handling a varied personal tax portfolio.
