We are seeking an experienced Private Client Tax Senior to join our growing Private Client Tax team. The ideal candidate will have a strong background in personal tax compliance and advisory work, with experience managing client relationships and delivering high-quality tax services. As a Tax Senior, you will be responsible for a varied portfolio of private clients, providing personal tax compliance and supporting a range of advisory projects. You will act as a primary point of contact for clients, building strong relationships while delivering tailored advice and practical solutions. Working with high net worth individuals, partnerships and owner-managed businesses, you will collaborate closely with colleagues across the wider tax practice to provide an integrated and high-quality client experience.
Department: Private Client Tax
Location: St Albans
Compensation: £42,000 - £45,000 / year
Key Responsibilities
Manage the day-to-day requirements of a varied Private Client portfolio, comprising clients with a range of income sources, including employment, investment and business income.
Act as the primary point of contact for clients, building and maintaining strong relationships.
Work with owner‑managed businesses, partnerships and high‑net‑worth individuals.
Manage a range of Capital Gains Tax matters across the portfolio.
Assist with and deliver ad hoc private client advisory work.
Support the delivery of one-off compliance assignments.
Attend client meetings and contribute to discussions on tax matters.
Propose fees, raise client bills, and regularly monitor WIP and recoverability.
Liaise with colleagues across the wider firm, including audit and accounts teams, to support client needs.
Skills, Knowledge and Expertise
ATT and/or CTA qualified (or actively studying towards CTA).
Previous experience managing a personal tax portfolio.
Strong knowledge of Self‑Assessment and tax computations.
Experience advising on EIS, VCT and SEIS investment reliefs.
Knowledge of UK residence and domicile rules preferred.
Comfortable researching tax legislation and HMRC guidance.
Confident communicator with a proactive, client‑focused approach.
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