Private Client Tax Senior

Clark Wood; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading company in the tax sector is seeking a Private Client Tax Senior to join their esteemed team in London. This role offers the chance to manage high-net-worth portfolios, provide expert tax advice, and mentor junior staff. Ideal candidates will be CTA qualified with a strong background in personal tax, ready to build client relationships and identify tax planning opportunities.

Benefits

Minimum of £500 in vouchers for referrals

Qualifications

• Minimum of 3 years’ experience in personal tax, focusing on private clients.
• Excellent technical knowledge with the ability to explain complex tax matters clearly.

Responsibilities

• Managing a portfolio of high-net-worth individuals, entrepreneurs, and trusts.
• Reviewing tax returns and ensuring compliance is timely and accurate.
• Providing technical advice on residence and domicile, capital gains tax, and inheritance tax planning.

Skills

Technical knowledge

Communication

Client-focused approach

Education

CTA qualified

Job description

Job Opportunity: Private Client Tax Senior

An excellent opportunity has arisen for an experienced Private Client Tax Senior to join a well-established and highly regarded tax team in London. This role provides exposure to a wide range of private client matters and the chance to collaborate closely with partners and directors on advisory assignments.

Key Responsibilities:

1. Managing a portfolio of high-net-worth individuals, entrepreneurs, and trusts.
2. Reviewing tax returns and ensuring compliance is timely and accurate.
3. Providing technical advice on residence and domicile, capital gains tax, and inheritance tax planning.
4. Mentoring junior team members and supporting their professional development.
5. Building strong relationships with clients and identifying tax planning opportunities.

Requirements:

• CTA qualified (or qualified by experience).
• Minimum of 3 years’ experience in personal tax, focusing on private clients.
• Excellent technical knowledge with the ability to explain complex tax matters clearly.
• Confident communicator with a client-focused approach.

For further information, please contact David Elliot at Clark Wood via email at [e-mail] or by phone at 01173 291058 / 07538 908463.

If this vacancy isn't an exact fit, please reach out to us to explore alternative opportunities. You can also send your CV for this role or contact us directly. Refer a friend or colleague, and receive a minimum of £500 in vouchers if we successfully assist them in securing a permanent role.