Private Client Tax Senior

Insite US; St Albans; On-site; GBP 55,000 - 70,000; Full time

Job summary

Insite US in St Albans is seeking an experienced Private Client Tax Senior to join a growing practice. You will manage a diverse private client portfolio, handle personal tax matters, and work closely with Managers and Partners to deliver high quality advisory services.

The role offers exposure to more complex client work and clear progression within a supportive tax and accounts team environment.

Qualifications

• UK accountancy practice experience required.
• Strong personal/private client tax experience.
• Experience managing your own portfolio.
• Comfortable dealing directly with clients.
• ATT qualification or working towards qualification would be advantageous.
• CTA qualification or progression towards CTA would be beneficial.
• Strong technical knowledge and attention to detail.
• Desire to develop advisory experience.

Responsibilities

• 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

Skills

Personal tax

Portfolio management

Client communication

Attention to detail

Advisory experience

Education

ATT qualification

CTA qualification progression

Job description

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

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.