Private Client Tax Senior

Buckley Consulting LLP; Remote; GBP 40,000 - 60,000; Part time

Job summary

A specialist tax boutique is seeking a Personal Tax Senior to manage a portfolio of high-net-worth clients in a fully remote role. You will oversee the complete tax compliance cycle, ensuring accuracy in preparations and timely filings. Ideal candidates will have relevant qualifications like ATT/CTA/ACA/ACCA or equivalent experience, alongside strong communication skills and a solid understanding of UK personal tax legislation. This position offers flexibility and autonomy in service delivery.

Benefits

100% remote working with flexibility

Autonomy to manage your portfolio

Exposure to an interesting client base

Qualifications

• Must have the ability to manage a personal tax portfolio independently.
• Solid technical knowledge of UK personal tax legislation is required.
• Proven experience in preparing self-assessment tax returns with accuracy.

Responsibilities

• Manage the end‑to‑end personal tax compliance process for HNW individuals.
• Prepare and review self‑assessment tax returns with accuracy and efficiency.
• Liaise directly with clients and HMRC, handling queries and correspondence.
• Ensure all filings are completed on time and in line with current legislation.
• Identify and flag planning opportunities where appropriate.

Skills

Client management

Tax compliance

Communication skills

Attention to detail

Education

ATT/CTA/ACA/ACCA qualification or equivalent experience

Job description

Our Client

This specialist tax boutique provides a high-quality service to a client base which is almost entirely generated from recommendations and referrals. With a lean and agile structure, they offer a highly personalised service and are looking for an experienced Personal Tax Senior to join them in a part-time (probably 3 days), fully remote capacity.

The Role

This is a hands‑on role for someone confident managing their own portfolio of HNW clients with minimal supervision. You’ll be responsible for the full compliance cycle, from preparing returns to liaising directly with clients and HMRC.

Key Responsibilities

• Manage the end‑to‑end personal tax compliance process for HNW individuals
• Prepare and review self‑assessment tax returns with accuracy and efficiency
• Liaise directly with clients and HMRC, handling queries and correspondence
• Ensure all filings are completed on time and in line with current legislation
• Identify and flag planning opportunities where appropriate

What We’re Looking For

• Professionally qualified (ATT/CTA/ACA/ACCA) or qualified by experience
• Proven ability to manage a personal tax portfolio independently
• Strong communication skills and client‑handling confidence
• Solid technical knowledge of UK personal tax legislation
• Exceptional attention to detail

What You’ll Get

• 100% remote working with flexibility
• Autonomy and trust to run your portfolio your way
• Exposure to an interesting experienced client base in a boutique setting

If you're a detail driven private client tax specialist, taking pride in delivering a great service and looking for a role which you can balance with outside commitments, we’d love to hear from you.

Contact Cathy on [e-mail] or call 020 3303 0020