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Private Client Tax Senior – London (Hybrid)

Insite Public Practice Recruitment Limited · London

Hybrid Senior 35,000 - 40,000 GBP/year 🇬🇧 English

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.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 35-40k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    19 views · 0 interested

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    Insite Public Practice Recruitment Limited

    London