Private Client Tax

SI Recruitment Limited; City of Edinburgh; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

PD support

Diverse client portfolio

Career progression

Supportive team

Job summary

SI Recruitment Limited is recruiting a Private Client Tax Professional to join an established accountancy practice in a hybrid Edinburgh setting. You will manage a varied portfolio of private clients, deliver high-quality tax compliance and advisory services, and develop your technical expertise within a supportive tax team.

The role emphasizes client-facing advisory work, portfolio management, and staying up-to-date with UK tax legislation.

Qualifications

• Private client tax experience in a practice environment.
• Strong knowledge of UK personal taxation.
• ATT, CTA, ACA or ACCA desirable or studying toward one of these.
• Experience managing or supporting a client portfolio.
• Excellent written and verbal communication; ability to explain tax matters clearly.

Responsibilities

• Manage and support a portfolio of private clients, ensuring accurate tax handling.
• Prepare and review personal tax returns and related compliance.
• Provide advice on income tax, capital gains tax, inheritance tax and estate planning.
• Respond to client queries professionally and promptly with clear guidance.
• Build strong client relationships and be a trusted tax contact.

Skills

UK personal taxation knowledge

Communication

Organisational skills

Education

ATT/CTA/ACA/ACCA desirable

Job description

An established and growing accountancy practice is looking to recruit a Private Client Tax Professional to join its expanding tax team. This is an excellent opportunity for an experienced tax individual looking to work with a varied portfolio of private clients while continuing to develop their technical expertise and career.

Working with individuals, families, business owners and other private clients, you will play an important role in delivering high-quality tax compliance and advisory services while building strong, trusted relationships.

The Role

• Manage and support a portfolio of private clients, ensuring their tax affairs are handled accurately and efficiently.
• Prepare and review personal tax returns and associated compliance work.
• Provide advice and support across a range of personal tax matters, including income tax, capital gains tax, inheritance tax and estate planning.
• Deal with client queries in a professional and timely manner, providing clear and practical guidance.
• Build strong relationships with clients and become a trusted point of contact for tax-related matters.
• Work collaboratively with colleagues across the wider practice to deliver a high-quality service.
• Assist with tax planning opportunities and advisory projects where appropriate.
• Liaise with HMRC and other relevant parties when required.
• Maintain up-to-date knowledge of tax legislation and industry developments.
• Contribute to improving processes, sharing knowledge and supporting the wider tax team.

About You

• Previous experience working within private client tax, personal tax or a related tax role within practice.
• Strong technical knowledge of UK personal taxation.
• ATT, CTA, ACA or ACCA qualified, part-qualified or actively studying towards a relevant qualification (desirable).
• Experience managing or supporting a portfolio of clients.
• Excellent communication skills with the ability to explain technical information clearly.
• Strong organisational skills with the ability to manage competing priorities and deadlines.
• High attention to detail and a commitment to delivering accurate, high-quality work.
• A proactive, professional and client-focused approach.

What's on Offer

• Competitive salary and benefits package.
• Flexible and hybrid working options.
• Support with continued professional development and qualifications.
• Exposure to a diverse and interesting client portfolio.
• Opportunities for career progression and increased responsibility.
• A supportive team environment with access to experienced tax professionals.

This is a fantastic opportunity for a Private Client Tax professional looking to join a progressive practice where they can develop their expertise, work with interesting clients and build a long-term career.