Private Client Tax Senior

Moore Kingston Smith LLP; St Albans; On-site; GBP 42,000 - 45,000; Full time

Job summary

Moore Kingston Smith LLP in St Albans is seeking an experienced Private Client Tax Senior to join our growing Private Client Tax team. The role involves managing a varied portfolio of personal tax clients, delivering compliance work and advisory services, and acting as a primary contact for clients with high net worth individuals, partnerships and owner-managed businesses.

You will work with colleagues across the tax practice to provide an integrated client experience, supervising junior staff

Qualifications

• Experience in personal tax compliance and advisory work.
• Experience managing client relationships and delivering high-quality tax services.
• Experience with high net worth individuals, owner-managed businesses and partnerships.
• Ability to collaborate across the wider tax practice to deliver integrated client solutions.

Responsibilities

• Manage day-to-day requirements of a varied Private Client portfolio (employment, investment, business income).
• Act as primary point of contact for clients and build strong relationships.
• Work with owner-managed businesses, partnerships and high-net-worth individuals.
• Handle Capital Gains Tax matters across the portfolio.
• Assist with and deliver ad hoc private client advisory work.
• Support delivery of one-off compliance assignments.
• Attend client meetings and contribute to tax discussions.
• Propose fees, raise client bills, monitor WIP and recoverability.
• Liaise with audit and accounts teams to support client needs.

Skills

ATT/CTA qualification

Personal tax portfolio management

Self-Assessment

EIS/VCT/SEIS knowledge

UK tax rules knowledge

Job description

Private Client Tax Senior

Department: Private Client Tax

Employment Type: Permanent - Full Time

Location: St Albans

Compensation: £42,000 - £45,000 / year

Description

We are seeking an experienced Private Client Tax Senior to join our growing Private Client Tax team. The ideal candidate will have a strong background in personal tax compliance and advisory work, with experience managing client relationships and delivering high-quality tax services. As a Tax Senior, you will be responsible for a varied portfolio of private clients, providing personal tax compliance and supporting a range of advisory projects. You will act as a primary point of contact for clients, building strong relationships while delivering tailored advice and practical solutions. Working with high net worth individuals, partnerships and owner-managed businesses, you will collaborate closely with colleagues across the wider tax practice to provide an integrated and high-quality client experience.

Key Responsibilities

• Manage the day-to-day requirements of a varied Private Client portfolio, comprising clients with a range of income sources, including employment, investment and business income.
• Act as the primary point of contact for clients, building and maintaining strong relationships.
• Work with owner‑managed businesses, partnerships and high‑net‑worth individuals.
• Manage a range of Capital Gains Tax matters across the portfolio.
• Assist with and deliver ad hoc private client advisory work.
• Support the delivery of one-off compliance assignments.
• Attend client meetings and contribute to discussions on tax matters.
• Propose fees, raise client bills, and regularly monitor WIP and recoverability.
• Liaise with colleagues across the wider firm, including audit and accounts teams, to support client needs.

Skills, Knowledge and Expertise

• ATT and/or CTA qualified (or actively studying towards CTA).
• Previous experience managing a personal tax portfolio.
• Strong knowledge of Self‑Assessment and tax computations.
• Experience advising on EIS, VCT and SEIS investment reliefs.
• Knowledge of UK residence and domicile rules preferred.
• Comfortable researching tax legislation and HMRC guidance.
• Confident communicator with a proactive, client‑focused approach.

Benefits