Private Client Tax Senior

Reed; High Wycombe; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Private Client Tax Senior to join their dedicated team. This role is perfect for someone with a solid background in tax compliance, looking to expand their expertise in a supportive environment. Responsibilities include managing high-net-worth clients, preparing tax returns, and liaising with HM Revenue & Customs. The firm offers a hybrid working policy, competitive benefits, and a chance to grow within the organization. If you are self-motivated and eager to take on diverse challenges, this opportunity is for you.

Benefits

Hybrid working policy

Contributory pension scheme

25 days annual leave

Life Assurance cover

Flexible benefits

Family-friendly policies

Profit-Sharing Plan

Paid overtime or time off in lieu

Qualifications

• Experience in managing compliance affairs for high-net-worth clients.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Manage a portfolio of high-net-worth private clients and trusts.
• Prepare tax returns and handle client queries effectively.

Skills

Self-motivated

Tax compliance

Problem-solving skills

Organisational skills

Interpersonal skills

Excellent IT skills

Communication skills

Education

A level education

Graduate degree

CTA qualification

Job description

• Job Type: Full-time
• Salary: Competitive

Reed Practice are seeking a motivated and confident Private Client Tax Senior. This role is ideal for someone with a strong background in tax compliance who is looking to broaden their experience in a dedicated private client firm.

Responsibilities:

• Responsible for managing a portfolio of high-net-worth private clients, including trusts, partnerships, and non-UK domiciliaries.
• Preparation of tax returns, business tax, and CGT computations for clients.
• Handling client queries and liaising with HM Revenue & Customs regarding client affairs.
• This role offers a diverse range of work and the opportunity to develop in a supportive environment.

Required Skills & Qualifications:

• Self-motivated, committed, and a flexible team player with a positive attitude.
• Proven experience in managing the day-to-day compliance affairs of a client portfolio.
• Ability to deliver ad hoc advisory work connected to clients.
• Strong problem-solving skills, excellent organisational and interpersonal skills.
• Confident in communicating with clients, intermediaries, and internal departments to gather tax return information.
• Excellent IT skills.
• Minimum education to ‘A’ level standard, ideally a graduate. CTA qualification is highly desirable.

Benefits:

• Hybrid working policy, allowing up to three days of work from home per week.
• Competitive benefits including a contributory pension scheme, 25 days annual leave, and Life Assurance cover.
• Access to flexible benefits, family-friendly policies, and eligibility for the firm’s Profit-Sharing Plan.
• Option for paid overtime or time off in lieu.

To apply for the Tax Senior Associate position, please submit your CV today or contact Mercedes Horton at Reed Hatfield.