Private Client/Personal Tax Senior

ProTalent Limited; Brighton; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Job summary

ProTalent Limited in Brighton is seeking a Personal Tax Senior to manage a portfolio of private clients, delivering high-quality compliance and advisory services. You\'ll work with individuals from business owners to high-net-worth clients, liaising with HMRC as needed.

The role offers clear career progression to Assistant Manager and Manager, a collaborative team, and ongoing professional development with hybrid working in Brighton.

Qualifications

• ATT or CTA qualified (or part-qualified), or ACA/ACCA with strong tax experience.
• Experienced in personal tax compliance within an accountancy practice.
• Confident in managing client relationships and providing excellent service.
• Keen to broaden your experience with advisory work and progress your career in private client tax.

Responsibilities

• Managing a portfolio of private clients, acting as their main point of contact.
• Preparing and reviewing self-assessment tax returns and related compliance.
• Advising clients on personal tax matters including capital gains tax, property income, and inheritance tax.
• Liaising with HMRC on behalf of clients.
• Supporting with tax planning projects and advisory work where required.
• Assisting in the training and development of junior staff.

Skills

Personal tax

Client management

Advisory work

Tax compliance

Education

ATT/CTA or ACA/ACCA

Job description

Personal Tax Senior - Brighton
Salary: 38,000 - 45,000 (depending on experience)

A well-established and forward-thinking accountancy firm with a varied and exciting client base are looking to recruit a Personal Tax Senior to join their friendly Brighton team.

This is an excellent opportunity for an experienced tax professional to take ownership of their own portfolio of private clients, delivering high-quality compliance and advisory services. You'll gain exposure to a wide range of individuals, from business owners and high-net-worth individuals to company directors and professionals, providing you with interesting and rewarding client work.

The role will involve:

• Managing a portfolio of private clients, acting as their main point of contact

• Preparing and reviewing self-assessment tax returns and related compliance

• Advising clients on personal tax matters including capital gains tax, property income, and inheritance tax

• Liaising with HMRC on behalf of clients

• Supporting with tax planning projects and advisory work where required

• Assisting in the training and development of junior staff

What's on offer:

• Clear and achievable career progression - with the opportunity to step up to Assistant Manager and Manager level

• A collaborative and supportive team culture - this firm is known for its positive working environment and long-standing staff retention

• Ongoing professional development to help you strengthen both technical and advisory skills

• Hybrid working, with the benefit of regular office time in Brighton to fully integrate with the team

About you:

• ATT or CTA qualified (or part-qualified), or ACA/ACCA with strong tax experience

• Experienced in personal tax compliance within an accountancy practice

• Confident in managing client relationships and providing excellent service

• Keen to broaden your experience with advisory work and progress your career in private client tax

This is a brilliant opportunity to join a thriving practice as a Personal Tax Senior, where your expertise will be valued, and your career ambitions supported.