Private Client Tax Senior

Insite Public Practice Recruitment Limited; St Albans; On-site; GBP 45,000 - 65,000; Full time

Job summary

Insite Public Practice Recruitment Limited is seeking a Private Client Tax Senior in St Albans. You will manage a portfolio of private tax clients, handling Self Assessment returns and advising on tax planning for HNW individuals and business owners.

The role offers exposure to complex private client work, partnerships, and opportunities to progress within a supportive practice.

Qualifications

• Experience in personal tax for UK private clients.
• Ability to manage a portfolio of private clients.
• Strong technical knowledge and attention to detail.

Responsibilities

• Manage a portfolio of private tax clients.
• Prepare and review Self Assessment tax returns.
• Advise high-net-worth individuals and business owners on private client matters.
• Deal with partnerships and more complex personal tax affairs.
• Assist with tax planning and advisory work.
• Build strong client relationships and act as a key point of contact.
• Identify opportunities to provide additional advisory services.
• Support junior team members and review work where appropriate.
• Collaborate with the wider tax and accounts teams.

Skills

Private client tax

Client relationship management

Self Assessment

Tax advisory

ATT qualification

Education

ATT qualification in progress

CTA qualification in progress

Job description

Private Client Tax Senior

Location: St Albans
Salary: Competitive, dependent on experience

An established and growing accountancy practice in St Albans is looking to strengthen its Private Client Tax team with the appointment of an experienced Tax Senior.

This is a great opportunity for someone who already has a solid grounding in personal tax and wants to develop their experience across a varied private client portfolio, with good exposure to more complex work and progression opportunities.

The role

You'll work closely with experienced Managers and Partners, looking after a portfolio of private clients and taking responsibility for a broad range of personal tax matters.

Your responsibilities will include:

• Managing a portfolio of personal tax clients

• Preparing and reviewing Self Assessment tax returns

• Advising HNW individuals, business owners and private clients

• Dealing with partnerships and more complex personal tax affairs

• Supporting on tax planning and advisory work

• Building strong relationships with clients and acting as a key point of contact

• Identifying opportunities to provide additional advice and services

• Supporting junior members of the team and reviewing work where appropriate

• Working alongside the wider tax and accounts teams

What we're looking for

• Previous experience within a UK accountancy practice

• Strong personal/private client tax experience

• Experience managing your own portfolio

• Comfortable dealing directly with clients

• ATT qualified or working towards qualification would be advantageous

• CTA qualification or progression towards CTA would be beneficial

• Strong technical knowledge and attention to detail

• Someone who wants to continue developing their advisory experience

The opportunity

This is an established private client environment with a strong client base and a structured team around you. You'll have the opportunity to work with increasingly complex clients, broaden your advisory exposure and progress your career within a supportive practice.