At a Glance
- Tasks: Lead a team in delivering strategic tax solutions for diverse private clients.
- Company: Leading tax practice in Central London with a focus on personal tax services.
- Benefits: Hybrid working, birthday leave, enhanced holiday package, and professional development support.
- Other info: Exciting career progression opportunities in a supportive team culture.
- Why this job: Shape the future of personal tax services while mentoring a high-performing team.
- Qualifications: ATT/CTA qualification and experience in personal tax and team leadership.
The predicted salary is between 54000 - 66000 £ per year.
Are you a Tax Senior looking for a new role in Private Client Tax? Do you have a background as a Personal Tax Senior working with UK and US Tax? If so, this could be the perfect opportunity for you.
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 personal tax practice. This role is essential in delivering accurate, compliant, and strategic tax solutions to a diverse portfolio of private clients, including high-net-worth individuals, entrepreneurs and families.
As a key leader, you will oversee the end-to-end preparation and review of complex personal tax returns—covering Income Tax, Capital Gains Tax, Inheritance Tax, and Property Tax while ensuring full compliance with HMRC regulations and evolving tax legislation. You will play a critical role in mentoring and developing talent, driving operational excellence, and supporting business growth through enhanced client service and process innovation.
With a strong foundation in tax accounting and a passion for leadership, this position offers a unique opportunity to shape the future of personal tax services within a respected professional firm.
Responsibilities
- Help lead and manage a team of tax professionals, providing strategic guidance, performance reviews, and career development support.
- Supervise the preparation, review and timely submission of complex personal tax returns, including Self Assessment, Capital Gains Tax, Inheritance Tax and Property Tax.
- Ensure strict compliance with HMRC regulations, statutory deadlines, and changes in tax law across all client filings.
- Serve as a trusted client advisor, delivering clear, accurate, and proactive tax planning advice on personal finance, tax-efficient structuring and year-end strategies.
- Identify, assess, and mitigate tax risks, recommending corrective actions and best practice solutions.
- Partner with senior partners and cross-functional teams to drive business development, client acquisition, and service innovation.
- Implement and maintain robust quality assurance processes, internal controls, and documentation standards.
- Stay up to date with legislative changes, HMRC guidance, and industry trends to ensure team expertise remains current.
- Develop and deliver training resources and knowledge-sharing initiatives to strengthen team capabilities and performance.
Requirements
- ATT/CTA qualification, or equivalent chartered certified accountant status.
- Progressive experience in personal tax, ideally within a professional services firm or tax advisory practice.
- Proven experience in team leadership, people management and talent development.
- In-depth knowledge of UK personal tax legislation, including Income Tax, Capital Gains Tax, Inheritance Tax and Property Tax.
- 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.
- Ability to manage multiple priorities under pressure, meet tight deadlines and deliver consistent results.
- Ongoing commitment to professional development and adherence to industry standards.
Don’t worry if you don’t tick all of the boxes as our client may still be interested in seeing your profile.
Benefits
- 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.
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we’d love to speak to them.
Personal Tax Senior - Hybrid, Central London, Independent Practice employer: TPF Recruitment
TPF Recruitment is an exceptional employer, offering a supportive and friendly work environment in Sevenoaks, Kent, where you can thrive both professionally and personally. With clear pathways to partnership and a competitive salary alongside a comprehensive benefits package, employees are encouraged to grow and develop their careers while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior - Hybrid, Central London, Independent Practice
✨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 TPF Recruitment, 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 Personal Tax Senior - Hybrid, Central London, Independent Practice
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 TPF Recruitment'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 TPF Recruitment. 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 TPF Recruitment!
How to prepare for a job interview at TPF Recruitment
✨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 TPF Recruitment.
✨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 TPF Recruitment. It helps to show our commitment!
