Private Client Tax Senior - Hybrid & Advisory

Insite US; England; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Insite US in Hertfordshire is seeking a Private Client Tax Senior to join its expanding tax team. The role suits someone with solid personal tax experience, who enjoys direct client interaction and exposure to a broader mix of compliance and advisory work.

You will manage your own portfolio of private clients and work with the wider tax team on personal tax matters, including Self-Assessment, CGT, and advisory projects. Hybrid pattern offered.

Qualifications

• Solid personal tax experience with direct client interaction
• Ability to work with a range of private clients including HNW individuals
• Strong knowledge of Self-Assessment and personal tax computations
• Experience handling Capital Gains Tax and investment-related tax matters
• Exposure to EIS, VCT and/or SEIS would be beneficial
• Knowledge of UK residence and domicile considerations is desirable
• Ability to research legislation and HMRC guidance independently
• Strong communication skills and a client-focused approach

Responsibilities

• Manage your own portfolio of private clients with varied income sources (employment, investments, business interests)
• Be a key client contact and build long-term relationships
• Work with HNW individuals, partnerships and owner-managed businesses
• Prepare and review Self-Assessment tax returns and personal tax computations
• Handle Capital Gains Tax matters
• Support ad hoc tax planning and advisory projects
• Assist with compliance and advisory assignments
• Attend client meetings and contribute to technical discussions
• Manage WIP, billing and fees across your portfolio
• Collaborate with colleagues across accounts, audit and other tax teams

Skills

Personal tax experience

Client facing

Communication skills

Legislation research

Education

ATT and/or CTA qualification or actively working towards CTA

Job description

Insite US in Hertfordshire is seeking a Private Client Tax Senior to join its expanding tax team. The role suits someone with solid personal tax experience, who enjoys direct client interaction and exposure to a broader mix of compliance and advisory work.

You will manage your own portfolio of private clients and work with the wider tax team on personal tax matters, including Self-Assessment, CGT, and advisory projects. Hybrid pattern offered.