Private Client Tax Senior Associate

Clear IT Recruitment; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading tax and accountancy firm in Greater London is seeking a Private Client Tax Senior to provide expert advice on tax matters. The role involves managing a significant client portfolio, preparing tax returns, and liaising with HMRC. The ideal candidate is ATT or CTA qualified and has proven experience in personal tax compliance. Benefits include flexible working, 25 days annual leave, and private health insurance.

Benefits

Hybrid/flexible working options

25 days annual leave + bank

Social events

Private Medical and Health Insurance

Pension

Qualifications

• Proven experience managing private client portfolios.
• Strong knowledge of personal tax compliance and advisory work.
• Experience in a professional services setting.

Responsibilities

• Provide client-focused and proactive service.
• Manage day-to-day client portfolio and billing.
• Liaise with HMRC on client matters.
• Prepare and review personal and partnership tax returns.

Skills

Client-focused service

Tax compliance knowledge

Project management

Communication with HMRC

Education

ATT/CTA qualified or equivalent

Job description

Private Client Tax Senior

My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise.

As a Private Client Tax Senior, within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day‑to‑day aspects of a large portfolio including billing, delegation and monitoring work in progress.

Responsibilities

• Providing an efficient, client focussed and proactive service to meet the needs of private clients.
• Working with directors and managers on technical assignments.
• Managing day‑to‑day client portfolio including billing and monitoring work in progress.
• Ensuring that the firm's risks are managed appropriately.
• Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
• Liaising proactively with clients on advisory matters.
• Meeting new clients with the appropriate partner/director and being the main point of contact with those clients going forward.
• Preparing personal and partnership tax returns.
• Reviewing personal and partnership tax returns prepared by more junior members of staff / preparing complex compliance cases.

Requirements

• ATT/ CTA qualified or part qualified or equivalent.
• Proven experience managing private client portfolios in a professional services setting.
• Strong knowledge of personal tax compliance and advisory work.
• Relevant practice experience.

Benefits

• Hybrid/ flexible working options.
• 25 days annual leave + bank.
• Social events.
• Private Medical and Health Insurance.
• Pension.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.