Private Client Tax Senior

Moore Kingston Smith; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company in the private client tax sector is seeking a Senior to join their vibrant team. This role primarily involves managing a varied tax portfolio while delivering high-quality compliance and advisory services. The ideal candidate will possess substantial experience in advising on diverse tax issues, supported by relevant qualifications. Hybrid working offers flexibility, with opportunities for professional development in a collaborative environment.

Qualifications

• Experience in tax portfolio management.
• Knowledge of Self-Assessment and tax computation preparation.
• Experience in private client advisory work.

Responsibilities

• Managing day-to-day requirements for a Private Client portfolio.
• Primary point of contact for clients.
• Handling a range of capital gains tax issues.

Skills

Tax portfolio management

Advising on EIS, VCT, and SEIS investment reliefs

Understanding of UK tax residence and domicile rules

Excellent written communication skills

Confident client engagement

Education

ATT qualified

CTA qualification (studying or already holding)

Job description

Our Private Client Tax department is looking for a Senior to join their growing team.

We seek someone to manage a varied personal client tax portfolio, handling routine compliance and ad hoc advisory work. The role involves taking ownership of the portfolio under the guidance of an Assistant Manager.

This position follows a hybrid working pattern, with three days per week in the St Albans office and occasional days in the City office as needed.

Key Responsibilities

• Managing day-to-day requirements for a Private Client portfolio, including clients with diverse income sources such as earned and investment income.
• Primary point of contact for clients.
• Dealing with partnerships and high net worth individuals.
• Liaising with colleagues outside the Private Client team, such as the General Practice, audit, and accounting teams.
• Handling a range of capital gains tax issues.
• Supporting or delivering technical advisory work on the portfolio.
• Assisting with one-off advisory and compliance assignments.
• Proposing fees, raising client bills, and reviewing WIP regularly.

Skills, Knowledge & Expertise

The candidate should have experience advising on various tax issues, ideally including:

• ATT qualified, preferably studying for or already holding CTA qualification.
• Experience in tax portfolio management.
• Knowledge of Self-Assessment and tax computation preparation.
• Experience in private client advisory work.
• Advising on EIS, VCT, and SEIS investment reliefs.
• Understanding of UK tax residence and domicile rules (preferred).
• Ability to research technical issues using tax legislation, HMRC guidance, and other resources.
• Experience with private clients, owner-managed businesses, non-UK domiciled and resident clients, high net worth individuals, and property owners.

Additional competencies include:

• Actively seeking work opportunities and feedback.
• Monitoring contribution relative to chargeable hours, fees, and WIP recovery.
• Proactively approaching clients with ideas and opportunities.
• Delivering client assignments to high standards and engaging with clients throughout the process.
• Managing workload responsibly and collaborating with managers.

Interpersonal skills:

• Excellent written, verbal, and presentation communication skills.
• Confident and professional client engagement.
• Team-oriented with a collaborative attitude.
• Suggesting operational improvements.

At Moore Kingston Smith, we believe in unlocking potential and making a positive impact through genuine understanding. We serve clients of all sizes across various sectors, offering multidisciplinary advisory, tax, and audit services. Our teams in London and regions deliver quality results locally, nationally, and globally through the Moore Global network.

We foster a culture of respect, collaboration, and active listening, valuing people and projects that promote positive change for the future.