Personal Tax Senior - US/UK, Hybrid, Central London, Independent Practice

We are proud to be partnering with a leading tax practice in London who are recruiting an experienced and qualified Personal Tax Senior to lead a high-performing team within their specialist tax practice.

The successful candidate will take responsibility for a portfolio of expatriate clients with both US and UK tax obligations. Key duties include the preparation and review of personal tax returns, advising on cross border tax issues, analysing double tax treaty positions, and supporting clients with residency and foreign reporting requirements. The role requires regular communication with clients, the ability to resolve technical tax queries, and effective collaboration with colleagues to deliver a seamless service.

Alongside compliance work, the position offers exposure to tax planning projects, technical research, and opportunities to help enhance internal processes and best practice across the team. This is a full time role with hybrid working.

Requirements

• ATT/CTA qualification, or equivalent chartered certified accountant status.
• Strong experience in US and UK individual tax compliance, including preparation and review of returns and related filings.
• Progressive experience in personal tax, ideally within a professional services firm or tax advisory practice.
• Expertise in tax return preparation, compliance and advisory services for private clients.
• Exceptional communication, interpersonal and client engagement skills with the ability to simplify complex tax concepts.
• High attention to detail, strong organisational skills and a commitment to accuracy and quality.
• Proficiency in tax software (e.g., CaseWare, TaxCalc, Thomson Reuters) and Microsoft Office Suite.

Don't worry if you don't tick all of the boxes as our client may still be interested in seeing your profile.

Benefits

• Competitive salary and benefits package.
• Hybrid and flexible working.
• Birthday leave and enhanced holiday package.
• Professional subscription support.
• Access to exciting client work, both compliance and advisory.
• Clear career progression with a supportive team culture.

Please contact Andy Irvine for a confidential conversation.

Additional Requirements

• Extensive progressive experience in personal tax, with a focus on private client advisory and tax planning.
• Professional qualification such as CTA (Chartered Tax Adviser) or equivalent, with a strong track record of technical proficiency.
• In-depth expertise in UK personal taxation, including income tax, CGT, IHT, and associated reliefs, exemptions and reporting requirements.
• Proven experience advising high net worth individuals and families on complex tax structures, trusts and estate planning.
• Exceptional communication skills, with the ability to simplify complex tax concepts for non-specialist clients.
• Demonstrated leadership and mentoring experience, including managing and developing junior team members.
• Strong organisational and time management skills, capable of balancing multiple high-priority client engagements.
• Proficiency in tax software (e.g., CaseWare, TaxCalc) and advanced Excel skills.
• Commitment to continuous professional development and adherence to ethical and professional standards.