Private Client Tax Senior – Reading (Hybrid)

Clark Wood Limited; Reading; Hybrid; GBP 38,000 - 56,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Career development

Training and development

Job summary

Clark Wood Limited is seeking a Private Client Tax Executive in Reading to join a growing private client tax team within a national professional services firm. The role covers both compliance and advisory work for high-net-worth clients and owner-managed businesses.

You will manage client relationships, ensure tax compliance, and support advisory requirements while benefiting from strong training and career progression opportunities. Hybrid working is available.

Qualifications

• ATT and/or CTA qualification (or close to qualification).
• Experience managing a portfolio of private clients.
• Strong personal tax technical knowledge with an interest in advisory work.
• Confident communicator with a genuine passion for client service.
• Well organised, proactive, and able to manage deadlines effectively.
• Comfortable reviewing work and mentoring junior colleagues.

Responsibilities

• Managing a portfolio of private clients, including employed and self-employed individuals and family trusts.
• Overseeing the personal tax compliance cycle, including tax computations, returns, payments, and HMRC liaison.
• Delegating preparatory work to junior team members and reviewing their output.
• Handling HMRC enquiries and correspondence.
• Liaising with third parties such as investment managers, banks, and other professional advisers.
• Providing proactive and reactive UK tax advice, including technical research where required.
• Attending and leading client meetings to discuss tax affairs and planning opportunities.
• Supporting advisory work for clients across other service lines where appropriate.
• Assisting with other tax compliance areas outside peak season (e.g. ERS, P11Ds), with training provided.

Skills

Private client tax knowledge

Client service

Communication

Deadline management

Education

ATT/CTA qualification

Tools

Tax software

Microsoft Excel

Job description

Clark Wood Limited is seeking a Private Client Tax Executive in Reading to join a growing private client tax team within a national professional services firm. The role covers both compliance and advisory work for high-net-worth clients and owner-managed businesses.

You will manage client relationships, ensure tax compliance, and support advisory requirements while benefiting from strong training and career progression opportunities. Hybrid working is available.