Personal Tax Senior

Select Appointments; London; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

An exciting opportunity for a Personal Tax Senior to join a leading firm in St Albans, managing high-net-worth individuals' portfolios in a hybrid role. This position blends technical challenges with client interactions, offering a supportive environment for professional growth.

Benefits

25 days holiday, increasing with service

Income protection cover

Life insurance

Comprehensive suite of additional flexible benefits

Qualifications

• ATT qualified and confident managing tax matters.
• Experience in self-assessment and advisory work.
• Ability to navigate complex tax regulations.

Responsibilities

• Manage a diverse portfolio of private clients.
• Handle compliance and advisory work including capital gains and investment reliefs.
• Act as primary contact and conduct client meetings.

Skills

Client relationship management

Personal tax management

Compliance and advisory work

Education

ATT qualification

Job description

Personal Tax Senior
Are you ready to take ownership of your own client portfolio? Do you thrive on building relationships with high-net-worth individuals and navigating the complexities of personal tax? Would you enjoy a collaborative hybrid role that combines technical challenge with client interaction? If so, my client is offering an exciting opportunity for a Private Client Tax Senior to join their dynamic team based in St Albans.

In this varied and rewarding role, you'll be responsible for managing a diverse portfolio of private clients, ranging from property owners to high-net-worth individuals and non-UK domiciled clients. Acting as the primary point of contact, you’ll handle a mix of compliance and advisory work including capital gains, partnerships, investment reliefs, and complex residence matters. You’ll work closely with other departments across the business and play a key part in client meetings, billing, and the delivery of technical advice under the guidance of an experienced Assistant Manager.

To be considered for this role, you must be ATT qualified and confident in managing tax matters across self-assessment, investment reliefs, and private client advisory work.

This hybrid position blends in-office teamwork with the flexibility of remote working. In return for your expertise, the role offers a supportive structure to grow your career and deepen your tax knowledge while contributing meaningfully to a growing and ambitious private client team, along with the following benefits:

• 25 days holiday, increasing with service
• Income protection cover
• Life insurance
• A comprehensive suite of additional flexible benefits

My client prides themselves on fostering an environment where talented professionals thrive. Their culture is built on mutual respect, curiosity, and teamwork — ensuring you are always supported while making a genuine impact with clients. You’ll join a business that values individual contribution and helps shape career paths that work for you.

If you’re looking for your next move in Private Client Tax with a forward-thinking and people-first firm, we’d love to hear from you. Apply now and take your next step with confidence.