Private Client Tax Senior

Brewer Morris; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy and advisory firm in London is looking for a Private Client Tax Senior to manage tax portfolios for high-net-worth individuals and businesses. The candidate will prepare tax returns, mentor junior staff, and assist with advisory projects, requiring ATT qualification and strong communication skills. This role offers career progression and a supportive working environment.

Benefits

Competitive salary and benefits package

Supportive and collaborative working environment

Opportunities for career progression

Qualifications

• ATT qualification is mandatory for this role.
• Experience in personal tax within a practice is required.
• Strong organizational skills and attention to detail are essential.

Responsibilities

• Prepare personal tax returns for review by Managers.
• Act as a key point of contact between clients and senior staff.
• Support the training and supervision of junior team members.

Skills

ATT qualified

Demonstrable personal tax experience

Strong organisational skills

Excellent communication skills

Proficiency in Microsoft Word, Excel, Outlook

Tools

Digita software

Job description

Overview

Private Client Tax Senior — Our client is a leading accountancy and advisory firm with a strong reputation for delivering expert tax services to a diverse and high-profile client base. The Private Client department is known for its collaborative culture and technical excellence. The role is London-based and offers exposure to a broad portfolio of clients, including high-net-worth individuals, entrepreneurs, partnerships, and international clients. You will manage your own portfolio, support advisory projects, and mentor junior staff.

Key Responsibilities

• Prepare personal tax returns for review by Managers
• Act as a key point of contact between clients and senior staff
• Assist with general private client tax matters and identify planning opportunities
• Communicate with HMRC and manage correspondence
• Respond to client queries and provide clear, timely advice
• Support the training and supervision of junior team members
• Contribute to ad hoc projects and advisory work as required

Candidate Profile

Essential:

• ATT qualified
• Demonstrable personal tax experience within a practice environment
• Strong organisational skills and attention to detail
• Ability to work independently and as part of a team
• Excellent communication skills, both written and verbal
• Good working knowledge of income tax, capital gains tax, employment taxes, and international client matters
• Proficiency in Microsoft Word, Excel, and Outlook

Desirable:

• Basic knowledge of inheritance tax, tax credits, capital allowances, and foreign income treatment
• Experience using Digita software (training provided if needed)
• A proactive attitude and ability to prioritise under pressure
• Interest in progressing towards CTA qualification (support available post-probation)

What is on Offer

• Competitive salary and benefits package
• Supportive and collaborative working environment
• Opportunities for career progression and professional development
• Exposure to a wide range of private client tax work and advisory projects

How to Apply

If this role is of interest, please apply now or reach out to Morgan Schuler at [e-mail] to discuss the opportunity further.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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