Private Client Tax Senior

Reed; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A growing Accountancy Practice in Hertfordshire is seeking a Private Client Tax Senior. You will manage a diverse personal client tax portfolio, ensuring compliance and delivering advisory services. The ideal candidate will have proven experience in tax advisory and possess the ATT qualification. The role offers a hybrid work model and supports professional development.

Benefits

Hybrid working model

Opportunities for professional development

Supportive team environment

Qualifications

• Proven experience in tax advisory and portfolio management.
• Ability to use HMRC guidance for technical support.
• Experience with private clients and non-UK domiciled clients.

Responsibilities

• Manage day-to-day requirements of a Private Client portfolio.
• Serve as primary point of contact for clients.
• Handle capital gains tax issues and technical advisory work.

Skills

Tax advisory

Portfolio management

Self-Assessment preparation

Tax legislation research

Client communication

Education

ATT qualification

CTA qualification (planned)

Job description

Overview

Private Client Tax Senior

We are seeking a Private Client Tax Senior to a growing Accountancy Practice based in Hertfordshire. This role involves managing a diverse personal client tax portfolio, encompassing both routine tax compliance and ad hoc advisory work. The successful candidate will operate under the guidance of an Assistant Manager and will be the primary point of contact for clients.

Responsibilities

• Manage day-to-day requirements for a Private Client portfolio, which includes clients with varied sources of income such as earned and investment income.
• Serve as the primary point of contact for clients, ensuring high standards of service and communication.
• Liaise with colleagues from other departments on client matters.
• Handle a range of capital gains tax issues and assist with or manage the delivery of technical advisory work.
• Attend client meetings, propose fees, raise client bills, and regularly review Work in Progress (WIP).

Required Skills & Qualifications

• ATT qualification is required; studying for or planning to study for the CTA qualification is highly desirable.
• Proven experience in tax advisory and portfolio management.
• Familiarity with Self-Assessment and preparation of tax computations.
• Experience in basic private client advisory work, including advising on EIS, VCT, and SEIS investment reliefs.
• Knowledge of UK tax residence and domicile rules is preferred.
• Ability to use tax legislation, HMRC guidance, and other resources to research and support technical issues.
• Experience with private clients, non-UK domiciled and non-UK resident clients, UK-based high net worth individuals, and property-owning clients.

Benefits

• Hybrid working model, allowing flexibility between office and remote work.
• Opportunities for professional development and progression within the firm.
• Supportive team environment with a focus on personal and professional growth.

To apply for the Private Client Tax Senior position, please submit your CV.