Private Client Tax Senior

Michael Page; Greater London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A professional services firm in London is seeking a Private Client Tax Senior to manage a portfolio of private clients, provide expert tax advice, and ensure compliance with tax regulations. Candidates should possess professional qualifications in tax or accounting and have strong interpersonal skills. This role offers a competitive salary between £45,000 and £55,000, hybrid working options, and opportunities for professional growth within a supportive environment.

Benefits

Competitive salary

Permanent position

Supportive work environment

Professional growth opportunities

Qualifications

• Professional qualifications in tax or accounting.
• Experience managing a portfolio of private clients.
• Strong knowledge of personal tax regulations and compliance processes.

Responsibilities

• Manage a portfolio of private clients for tax compliance.
• Provide bespoke tax planning advice.
• Review self-assessment tax returns.

Skills

Managing a portfolio of private clients

Strong knowledge of personal tax regulations

Excellent communication skills

Identifying tax planning opportunities

Proficiency in tax software

Education

Professional qualifications in tax or accounting (e.g., ATT, CTA, or ACCA)

Tools

Tax software

Microsoft Office

Job description

The role of Private Client Tax Senior involves providing expert advice and compliance services to a portfolio of private clients. This position is ideal for a tax professional eager to excel in a professional services environment in London.

Client Details

This professional services firm is a well-established, medium-sized organisation based in London. It specialises in delivering tax, accounting, and advisory services to a diverse clientele, ensuring tailored solutions to meet individual needs.

Description

• Manage a portfolio of private clients, ensuring timely and accurate tax compliance services.
• Provide bespoke tax planning advice tailored to client requirements.
• Review self-assessment tax returns prepared by junior staff.
• Identify and advise on tax-saving opportunities for clients.
• Handle HMRC enquiries and correspondence efficiently.
• Support the development of junior team members through training and mentoring.
• Keep up-to-date with tax legislation and communicate changes to clients and colleagues.
• Collaborate with other departments to provide a holistic service to clients.

Profile

A successful Private Client Tax Senior should have:

• Professional qualifications in tax or accounting (e.g., ATT, CTA, or ACCA).
• Experience managing a portfolio of private clients.
• Strong knowledge of personal tax regulations and compliance processes.
• Excellent communication and interpersonal skills to liaise with clients and colleagues.
• The ability to identify tax planning opportunities and provide tailored advice.
• Proficiency in tax software and Microsoft Office applications.
• A proactive approach to problem-solving and decision‑making.

Job Offer

• A competitive salary ranging from £45,000 to £55,000, depending on experience.
• A permanent position within a respected professional services firm in London.
• Hybrid working.
• A supportive work environment with opportunities for professional growth and development.
• Exposure to a diverse client base and complex tax matters.
• Potential for progression within the tax department.