Private Client Tax Senior

LHH Recruitment Solutions; Birmingham; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working arrangements

Structured training and mentoring

Comprehensive benefits package

Exposure to high-quality client base

Supportive and collaborative working

Job summary

LHH Recruitment Solutions is partnering with a leading professional services firm in Birmingham to appoint a Private Client Tax Senior. The role covers compliance and advisory work for a varied client base within a supportive, structured environment.

You will manage your own portfolio, review personal tax returns and support junior team members, with opportunities to develop advisory skills and client relationships across HNWIs, directors and property clients.

Qualifications

• ATT / CTA or ACA / CTA qualified or part-qualified.
• Strong background in personal tax within practice.
• Experience managing or working with a client portfolio.
• Exposure to private client work with HNWIs, directors and property clients desirable.
• Strong communication and relationship-building skills.
• Proactive approach with an interest in advisory work.
• Organised, detail-focused and confident managing deadlines.

Responsibilities

• Preparing and reviewing personal tax returns for a varied client portfolio
• Managing day-to-day relationships with private clients
• Acting as a key point of contact for client queries and ongoing support
• Supervising and supporting junior team members
• Identifying potential advisory opportunities within your client base
• Maintaining strong client relationships across a diverse portfolio
• Ensuring work is completed accurately and in line with deadlines

Skills

Client portfolio management

Tax advisory

Communication skills

Deadline management

Education

ATT / CTA or ACA / CTA qualified or part-qualified

Job description

Private Client Tax Senior

Location: Birmingham Hybrid
Job Type: Full Time

The role

A leading professional services firm with a strong national presence is looking to appoint a Private Client Tax Senior to join its Birmingham team. This is a varied role within a well-established tax function, offering exposure to a broad and interesting client base alongside strong opportunities for progression.

You’ll be responsible for managing your own portfolio while supporting the wider team with both compliance and advisory work, within a supportive and well-structured environment.

Key responsibilities

• Preparing and reviewing personal tax returns for a varied client portfolio
• Managing day-to-day relationships with private clients
• Acting as a key point of contact for client queries and ongoing support
• Supervising and supporting junior team members
• Identifying potential advisory opportunities within your client base
• Maintaining strong client relationships across a diverse portfolio
• Ensuring work is completed accurately and in line with deadlines

About you

• ATT / CTA or ACA / CTA qualified or part-qualified
• Strong background in personal tax within practice
• Experience managing or working with a client portfolio
• Exposure to a range of private client work including HNWIs, directors, and property clients desirable
• Strong communication and relationship-building skills
• Proactive approach with an interest in advisory work
• Organised, detail-focused, and confident managing deadlines

The package

• Competitive salary, dependent on experience
• Hybrid working arrangements
• Strong support for professional development and progression
• Exposure to a high-quality and varied client base
• Structured training and mentoring opportunities
• Comprehensive benefits package
• Supportive and collaborative working environment