Private Client Tax Senior

About the role

This is an excellent opportunity to join a leading advisory and accountancy practice with a strong reputation in the private client market. You will manage a diverse portfolio of individuals, families and trusts, providing tax compliance support while developing long‑term relationships and technical expertise.

Key responsibilities

• Manage a portfolio of private clients with manager support.
• Build and maintain strong, long‑term client relationships.
• Act as the primary point of contact, delivering an excellent client experience.
• Serve high‑net‑worth, non‑UK resident, non‑domiciled individuals, trusts and estates.
• Support clients with personal tax compliance obligations.
• Inform clients of legislative changes and explain their impact.
• Identify planning opportunities and provide relevant insights.
• Review personal tax returns and related computations.
• Oversee compliance assignments, ensuring accuracy and timeliness.
• Deliver work efficiently while upholding risk‑management standards.
• Adhere to internal procedures, policies and quality standards.
• Contribute to team revenue and profitability targets.

Required profile

• Previous experience in Personal Tax, Private Client Tax or Mixed Tax within a professional practice.
• Strong understanding of personal tax compliance work.
• Experience reviewing tax returns and tax computations.
• Excellent organisational skills and attention to detail.
• Strong communication and relationship‑building abilities.
• Ability to manage priorities and meet deadlines.
• Proactive approach to client service and problem solving.

Required skills

What we offer

• Early responsibility for your own client portfolio.
• Structured career development and clear progression pathways.
• Full study support for professional qualifications, including paid study leave.