At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver strategic tax advisory services.
- Company: Join a top-tier UK accountancy firm known for its dynamic and inclusive culture.
- Benefits: Enjoy competitive salary, hybrid working, birthday leave, and clear career progression.
- Other info: Be part of a supportive team that champions professional development and diversity.
- Why this job: Make a real impact in tax planning while mentoring junior staff and collaborating with experts.
- Qualifications: Professional qualification in ACA or ACCA with experience in private client tax.
The predicted salary is between 51750 - 63250 £ per year.
We are seeking a highly skilled Private Client Tax Senior to join our client’s London office and play a key role within a top-tier UK accountancy firm consistently ranked among the Top 10 nationally. As the UK’s largest SME-focused practice, they provide a dynamic, inclusive and forward-thinking environment where tax professionals can thrive.
In this pivotal role, you will lead a portfolio of high-net-worth individuals, business owners, trusts and estates, delivering both compliance and strategic tax advisory services. You’ll drive client success through innovative tax planning, mentor junior staff and collaborate with partners on complex, high-value matters. This is a unique opportunity to advance your career within a firm that champions professional development, diversity and exceptional client service.
Responsibilities:
- Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs.
- Serve as the primary point of contact, building long-term, trust-based client relationships.
- Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns.
- Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning.
- Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists.
- Mentor and support junior team members to foster professional growth and team excellence.
- Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams.
Requirements:
- ACA, ACCA, or equivalent professional qualification.
- Proven experience in private client tax within a UK accountancy practice.
- In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation.
- Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals.
- Strong leadership and interpersonal skills with experience in team supervision and development.
- Commitment to ongoing professional development and staying current with tax law changes.
Benefits:
- Competitive salary 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 in a top-tier firm with a supportive team culture.
Private Client Tax Senior - Hybrid, Central London 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 Private Client Tax Senior - Hybrid, Central London
✨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 Private Client Tax Senior - Hybrid, Central London
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!