Private Client Tax Senior

Sumer; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading tax consultancy in Greater London is seeking a Senior to join their Private Client Tax team. The role requires an ATT qualified individual with personal tax experience to manage a diverse portfolio of high-profile clients. Responsibilities include preparing tax returns, client communication, and team supervision. The company offers various benefits, including a hybrid working policy, generous holiday, and health packages. Join a dedicated team in a dynamic work environment.

Benefits

Group Life Cover

22 days holiday + bank holidays

Buying and Selling Holiday Scheme

Hybrid working policy

Permanent Health Insurance

Non-Contributory Health Cash Plan

Enhanced maternity and paternity packages

Season Ticket Loan

Discounted Gym Membership

Discounted Tastecard

Perkbox Membership

Pension Scheme

Cycle voucher scheme

Qualifications

• ATT qualification is essential.
• Experience in personal tax in a practice environment is required.
• Ability to handle a varied portfolio of clients.

Responsibilities

• Prepare tax returns for managers.
• Interface between clients and managers.
• Assist with tax planning opportunities.
• Communicate with HMRC and answer client queries.
• Train and supervise junior staff.

Skills

Demonstrable personal tax experience

Accurate work with minimal supervision

Proactive attitude

Teamwork

Ability to work under pressure

Good communication skills

Good knowledge of Microsoft software

Organizational skills

General knowledge of income tax and capital allowances

Basic knowledge of inheritance tax

Education

ATT qualified

CTA papers (preferred)

Tools

Digital software knowledge (preferred)

Job description

Description

The Private Client department comprises 25 specialist staff and is headed by 4 Partners and a 4 Directors.

We require an ATT qualified Senior to join our Private Client Tax team.

Reporting to the Managers, Directors and Partners, the Senior will have their own interesting and varied portfolio of clients including a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and international clients. They will be expected to support on projects and ad-hoc advice where necessary.

Please be aware that interviews for this role will take place in February 2026.

Key Responsibilities

• Preparing tax returns for review by the Manager
• Interfacing between clients and managers
• Assisting with general private client issues and suggesting tax planning opportunities for clients within their portfolio
• Communicating and corresponding with HMRC
• Communicating with and answering queries from clients
• Assisting with the training and supervision of more junior members of staff
• Other ad-hoc duties in line with the role

Skills, Knowledge & Expertise

• Demonstratable personal tax experience within a practice environment
• Accurate work, displaying initiative with minimal supervision
• A proactive attitude
• Successful work as a team member
• An ability to work under pressure and to be able to prioritise
• Good communication skills
• Good knowledge of Microsoft software
• Good organisational skills
• Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and international clients
• A basic knowledge of capital gains tax, treatment of foreign income, capital allowances, tax credits, and inheritance tax

The successful candidate will already be ATT qualified. We would be willing to support any remaining CTA papers after successful completion of a probationary period. We would also prefer the successful candidate to have some working knowledge of Digital software, although training will be provided if not.

Job Benefits

• Group Life Cover
• 22 days holiday on commencement + bank holidays (some of which are flexible)
• Buying and Selling Holiday Scheme
• Hybrid working policy – at least 2 days in the office a week, with a core hours system in place
• PHI (Permanent Health Insurance)
• Non-Contributory Health Cash Plan
• Enhanced maternity and paternity packages
• Season Ticket Loan (after qualifying period)
• Discounted Gym Membership
• Discounted Tastecard
• Perkbox Membership
• Pension Scheme
• Cycle voucher scheme