Tax Senior – Private Client Team

About the role

We are seeking an experienced Tax Senior to join our Private Client team in Surrey. You will manage a portfolio of personal tax clients, delivering high‑quality compliance and advisory services while supporting junior colleagues.

Key responsibilities

• Manage and grow a portfolio of personal tax clients.
• Prepare and review complex personal tax returns.
• Advise clients on income tax, capital gains tax and inheritance tax matters.
• Identify tax planning opportunities and contribute to advisory projects.
• Mentor and develop junior team members.
• Collaborate with partners and senior stakeholders across the practice.

Required profile

• Strong experience in personal tax within an accountancy practice.
• Proven ability to manage your own client portfolio.
• Excellent technical tax knowledge and commercial mindset.
• Effective communication and relationship‑building skills.
• ATT qualified, CTA studying/qualified, or equivalent experience.

Required skills

• Personal tax compliance
• Tax advisory and planning
• Knowledge of income tax, capital gains tax and inheritance tax

What we offer

• Competitive salary (£45,000‑£65,000) and benefits.
• Varied private client work with genuine progression opportunities.
• Supportive, collaborative team culture.
• Long‑term career development within a growing practice.