Tax Senior - Private Client

Private Client Tax Senior

Location: hertfordshire Salary: Competitive Working pattern: Hybrid

An established and growing accountancy practice is looking to appoint a Private Client Tax Senior to join its expanding tax team.

This role would suit someone with solid personal tax experience who enjoys working directly with clients and wants exposure to a broader mix of compliance and advisory work .

What you'll be doing

You'll manage your own portfolio of private clients and work closely with the wider tax team on a range of personal tax matters.

Your responsibilities will include:

• Managing a varied portfolio of private clients with different income sources, including employment, investments and business interests

• Acting as a key contact for clients and building strong, long-term relationships

• Working with HNW individuals, partnerships and owner-managed businesses

• Preparing and reviewing Self-Assessment tax returns and personal tax computations

• Handling a range of Capital Gains Tax matters

• Supporting ad hoc tax planning and advisory projects

• Assisting with one-off compliance and advisory assignments

• Attending client meetings and contributing to technical discussions

• Managing WIP, billing and fee discussions across your portfolio

• Working collaboratively with colleagues across accounts, audit and other tax teams What we're looking for

You'll ideally have:

• ATT and/or CTA qualification, or be actively working towards CTA

• Previous experience managing a personal tax portfolio within practice

• Strong knowledge of Self-Assessment and personal tax computations

• Experience dealing with CGT and investment-related tax matters

• Exposure to EIS, VCT and/or SEIS would be beneficial

• Knowledge of UK residence and domicile considerations is desirable

• The ability to research legislation and HMRC guidance independently

• Strong communication skills and a confident, client-focused approach The opportunity

This is a role offering genuine client exposure and a broad range of private client work , rather than a purely compliance-focused position.

You'll have the opportunity to develop your advisory experience, work with a varied client base and progress within a supportive tax team.

Interested in hearing more? Get in touch for a confidential conversation.