Private Client Tax Senior

About the role

The firm, a leading Chartered Accountancy practice in Carlisle, is looking for a Private Client Tax Senior to manage a diverse portfolio of high‑net‑worth individuals. You will deliver accurate tax compliance, provide strategic tax planning, and support the wider tax team while building lasting client relationships.

Key responsibilities

• Manage a portfolio of private clients, ensuring timely and accurate self‑assessment tax returns.
• Provide tax planning advice on capital gains tax, inheritance tax and income tax.
• Liaise directly with clients and HMRC, maintaining professional relationships.
• Support and mentor junior tax team members, reviewing their work as needed.
• Identify proactive tax planning opportunities to add value for clients.

Required profile

• Previous experience working within a UK practice environment.
• ATT and/or CTA qualified, or qualified by experience.
• Strong technical knowledge of private client tax matters.
• Excellent communication skills and ability to build lasting client relationships.
• Highly organised with the capacity to manage a busy, varied portfolio.

Required skills

• Private client tax compliance, including self‑assessment returns.
• Tax planning for capital gains tax, inheritance tax and income tax.
• Liaison with HMRC on client matters.

What we offer

• Flexible working arrangements.
• Company pension scheme.
• Long‑term career investment from a growing, highly regarded practice.