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This job expired on 01/10/2026. It no longer accepts applications.
Private Client Tax Senior – London (Hybrid)
Insite Public Practice Recruitment Limited · London
Job description
About the role
We are seeking a Private Client Tax Senior to join a leading professional services firm in London. The hybrid position involves delivering both compliance and advisory tax services to individuals, families and trusts, working closely with managers and directors on a varied client‑facing portfolio.
Key responsibilities
- Prepare and review personal tax returns for individuals, partnerships and trusts.
- Support the delivery of private client tax compliance and advisory work.
- Assist with tax planning assignments, including capital gains tax (CGT) and inheritance tax (IHT) matters.
- Liaise with clients to obtain information and resolve queries.
- Collaborate with senior team members on complex advisory projects.
- Handle HMRC correspondence and enquiries where required.
- Ensure compliance with internal quality and risk procedures.
- Mentor junior team members where appropriate.
- Contribute to improving processes and client service delivery.
Required profile
- Experience in personal/private client tax within a practice environment.
- Working towards or already part‑qualified CTA/ATT (or equivalent).
- Strong understanding of UK personal tax compliance.
- Interest in developing advisory experience in private client work.
- Good communication skills and client‑focused approach.
- Strong attention to detail and ability to manage deadlines.
- Motivated to learn and progress within a supportive team environment.
Required skills
What we offer
- Salary range £35,000 – £40,000 per year plus benefits.
- Strong progression opportunities within a people‑focused environment.
- Structured training and development programmes.
- Hybrid working model.
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Insite Public Practice Recruitment Limited
London
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