Private Client Tax Senior — Hybrid & Mentoring

Michael Page; Sevenoaks; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

Michael Page is recruiting on behalf of a leading independent accountancy firm in Sevenoaks for a Private Client Tax Senior. You will support clients with tax compliance and advisory needs, ensuring obligations are met while maximising opportunities.

You will manage a portfolio of around 225 clients, prepare and review personal tax and MTD returns with minimal supervision, and mentor junior team members, while navigating HMRC queries and complex tax matters in the UK.

Qualifications

• 4+ years experience in personal tax in an accountancy practice.
• ATT/CTA studier or qualified.
• Experience managing a portfolio of clients.
• Experience with complex compliance and advisory projects.

Responsibilities

• Prepare and review personal tax and Making Tax Digital (MTD) returns with minimal supervision.
• Manage a portfolio of clients (circa 225), acting as their primary point of contact and ensuring excellent client service.
• Prepare and submit P11Ds, benefits-in-kind calculations, and employer Class 1A NICs, providing guidance on compliance requirements.
• Produce accurate tax computations, including income tax, capital gains tax, and other personal tax matters.
• Support, review, and mentor junior team members, providing technical guidance and development opportunities.
• Handle HMRC enquiries, correspondence, disclosures, and more complex tax matters, including inheritance tax, capital gains, and non-resident issues.
• Identify tax planning opportunities, manage client deadlines, and ensure compliance with current UK tax legislation and best practice.

Skills

Personal tax

Client portfolio management

Mentoring junior staff

Tax advisory

Education

ATT/CTA studier or qualified

Job description

Michael Page is recruiting on behalf of a leading independent accountancy firm in Sevenoaks for a Private Client Tax Senior. You will support clients with tax compliance and advisory needs, ensuring obligations are met while maximising opportunities.

You will manage a portfolio of around 225 clients, prepare and review personal tax and MTD returns with minimal supervision, and mentor junior team members, while navigating HMRC queries and complex tax matters in the UK.