Private Client Tax Senior Associate

Ambition; St Albans; In loco; GBP 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

Ambition is seeking a Private Client Tax Senior to join its expanding Private Client Tax team in the United Kingdom. You will manage a diverse portfolio of private clients, including high-net-worth individuals and owner-managed businesses, providing compliant and advisory personal tax services.

The role offers exposure to advisory projects, tax planning and collaboration with colleagues across tax, accounts and audit to deliver a joined-up service.

Competenze

• ATT/CTA qualification or working towards CTA.
• Experience managing a personal tax portfolio within a professional practice.
• Strong knowledge of Self Assessment and personal tax compliance.
• Experience advising on EIS, SEIS and VCT reliefs.
• Understanding of UK residence and domicile matters is advantageous.
• Comfortable researching tax legislation and HMRC guidance.
• Strong communication and relationship-building skills.
• Client-focused approach to delivering advice and service.

Mansioni

• Managing a portfolio of private clients with diverse income sources.
• Acting as primary point of contact for clients and building long-term relationships.
• Supporting high-net-worth individuals, partnerships and owner-managed businesses with personal tax affairs.
• Managing Capital Gains Tax matters across the portfolio.
• Delivering private client advisory projects.
• Attending client meetings and contributing to tax planning discussions.
• Preparing fee proposals, raising bills and monitoring WIP and recoverability.
• Collaborating with colleagues across tax, accounts and audit teams.

Conoscenze

Private client tax

Client relationship management

Advisory skills

Self Assessment

Formazione

ATT and/or CTA or working towards CTA

Descrizione del lavoro

An established and growing accountancy and advisory firm is looking to appoint a Private Client Tax Senior to join its expanding Private Client Tax team.

This is an excellent opportunity for an experienced personal tax professional looking to broaden their advisory exposure while managing a varied portfolio of private clients. You'll work closely with high-net-worth individuals, owner-managed businesses and partnerships, providing both compliance and advisory support within a collaborative tax environment.

The Opportunity

You’ll be responsible for managing a diverse portfolio of private clients, acting as a key point of contact and delivering a high standard of personal tax compliance and advisory services.

Alongside managing ongoing client relationships, you’ll support a variety of advisory projects and work closely with colleagues across wider tax, accounts and audit teams to provide a joined-up service to clients.

The role offers exposure to a broad range of personal tax matters and would suit someone who enjoys building long-term client relationships while developing their technical and advisory capabilities.

Key Responsibilities

• Managing a portfolio of private clients with a variety of income sources, including employment, investment and business income.
• Acting as a primary point of contact for clients and developing strong long-term relationships.
• Supporting high-net-worth individuals, partnerships and owner-managed businesses with their personal tax affairs.
• Managing Capital Gains Tax matters across the client portfolio.
• Assisting with and delivering a range of private client advisory projects.
• Supporting one-off compliance assignments as required.
• Attending client meetings and contributing to discussions on tax planning and advisory matters.
• Preparing fee proposals, raising bills and monitoring work in progress and recoverability.
• Collaborating with colleagues across other service lines to support client requirements.

What We’re Looking For

• ATT and/or CTA qualified, or currently working towards CTA qualification.
• Previous experience managing a personal tax portfolio within a professional practice environment.
• Strong technical knowledge of Self Assessment and personal tax compliance.
• Experience advising on EIS, SEIS and VCT reliefs.
• An understanding of UK residence and domicile matters would be advantageous.
• Comfortable researching tax legislation and interpreting HMRC guidance.
• Strong communication and relationship-building skills.
• A proactive and client-focused approach to delivering advice and service.

Why Consider This Opportunity?

This role offers the chance to join a well-established private client team with exposure to both compliance and advisory work. You’ll work with an interesting and varied client base, gain involvement in complex tax matters, and have the opportunity to further develop your technical expertise and client management skills within a supportive and growth-oriented environment.