Private Client Tax Senior London / Hybrid

Clark Wood - Tax Recruitment; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading tax advisory firm in Greater London is looking for a Private Client Tax Senior to manage a portfolio of clients, including high-net-worth individuals. You'll provide technical tax advice, support compliance and advisory work, and contribute to team growth. Ideal candidates will have an ATT qualification and be studying towards CTA, with experience in personal tax. The role offers competitive compensation, a hybrid working model, and various employee benefits, including enhanced family leave and health support.

Benefits

Enhanced maternity and paternity pay

Employee Assistance Programme (EAP)

Voluntary health benefits including Private Medical Insurance

Competitive salary

Qualifications

• Experience in personal/private client or mixed tax in a practice environment.
• Ability to take ownership of a portfolio of clients.
• Proactive and committed to delivering high-quality work.

Responsibilities

• Manage a portfolio of clients including non-residents and high-net-worth individuals.
• Provide technical support and advice on personal tax matters.
• Review and prepare personal tax returns and related documentation.

Skills

Communication skills

Technical knowledge in personal tax

Organizational skills

Education

ATT qualification

Actively studying towards CTA

Job description

Competitive Salary | Hybrid Working | Career Progression & Benefits

My client is an incredibly successful and established highly regarded professional services organisation in the City of London, they are seeking additional headcount for their growing Tax Advisory-focused team.

This is an excellent opportunity for a tax professional with personal/private client experience to develop their career in a supportive, advisory-focused environment.

The Opportunity

As a Private Client Tax Senior, you will begin to take ownership of your own portfolio while receiving support and mentorship from senior managers. You will have the opportunity to build enduring client relationships, support compliance and advisory work, and contribute to the team’s revenue and growth objectives.

Key Responsibilities

• Manage a portfolio of clients including non-residents, non-domiciled individuals, high-net-worth individuals, and trusts
• Provide technical support and advice on personal and private client tax matters
• Review and prepare personal tax returns, computations, and related documentation
• Keep clients informed of legislative changes and their potential impact
• Ensure compliance and risk-managed delivery of all client work
• Support junior team members through coaching and guidance
• Contribute to the growth of the tax team through client service and business development initiatives

The Ideal Candidate

• ATT qualified and actively studying towards CTA (study support provided, including paid leave and mentorship)
• Experience in personal/private client or mixed tax in a practice environment
• Strong technical knowledge across personal tax, trusts, and estate planning
• Excellent client-facing and communication skills
• Proactive, organised, and committed to delivering high-quality work

Why Join? – Benefits & Rewards

Competitive Compensation

• Salary regularly benchmarked against market data to attract and retain top talent

Family Leave & Support

• Enhanced maternity and paternity pay
• Support for employees undergoing fertility treatment

Health & Wellbeing

• Employee Assistance Programme (EAP)
• 24/7 GP access
• Voluntary health benefits via FlexHub including Private Medical Insurance, Dental, Health Assessments, and a Health Cash Plan

Finance & Protection

• Life assurance for all employees
• Access to online will creation
• Optional critical illness cover

Lifestyle & Flexibility

• Hybrid and flexible working arrangements
• Holiday buy/sell options
• Lifestyle benefits via FlexHub including Travel Insurance, EV scheme, Cycle to Work, and Tech scheme

For further information on this role please contact David Elliot at Clark Wood – [e-mail] / DD: [phone] | Mobile: [phone]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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