Personal Tax Senior - London
up to £49,000 + study support CTA + hybrid working
This leading mid-tier accountancy firm is looking to hire a Private Client Tax Senior to join their exciting and growing team.
They are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work. The role requires you to take ownership of the portfolio under the guidance of an Assistant Manager.
A candidate with previous personal tax experience with a track record of portfolio management is preferred.
Key Responsibilities:
- Dealing with all day-to-day requirements for a Private Client portfolio, comprising of a mix of clients with varied sources of income e.g., earned and investment income.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Liaising with colleagues outside the Private Client team on client matters e.g., with the General Practice/audit/accounting team.
- Dealing with a range of capital gains tax issues.
- Assisting with or dealing with the delivery of technical advisory work on the portfolio.
- Assisting with one off advisory and compliance assignments.
- Attending client meetings.
- Proposing fees, raising client bills and regularly reviewing WIP.
Skills, Knowledge & Expertise:
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
Technical expertise:
- Already ATT qualified and ideally studying for the CTA qualification.
- Experience of the various aspects of Self-Assessment and preparation of tax computations.
- Experience of basic private client advisory work.
- Advising on EIS, VCT and SEIS investment reliefs for private clients.
- Knowledge of UK tax residence and domicile rules preferred.
- Ability to proactively use tax legislation, HMRC guidance and other tax resources to support or research technical issues encountered on client work.
Client experience:
- Private clients and proprietors of owner-managed businesses (self-employed, partnerships and small companies).
- Non-UK domiciled and non-UK resident clients.
- UK based high net worth individuals.
- Property owning clients.
Enterprise:
- Actively and consistently seeks out opportunities for work and feedback on areas of improvement
- Aware of the relationship between chargeable hours, fees and WIP recovery/profits, and monitors own contribution.
Business Building:
- Proactively approaches clients and contacts with ideas and possible opportunities.
Delivery:
- Takes responsibility for delivery of client assignments to a high standard.
- Actively engages with client through delivery process.
- Can take responsibility for their workload and work with the managers and above to assist with completion.
Interpersonal skills:
- Excellent communication skills, both written, verbal and presentation.
- Engages confidently with clients in a friendly and professional manner.
- A good team player recognising team objectives and goals and assisting others as required.
- Provides suggestions and ideas to try and improve operational issues.
To discuss this opportunity further please contact Maisie Horrell on or email
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.