Private Client Tax Senior - St Albans

Insite US; St Albans; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Career development

Professional qualifications support

Job summary

Insite US in Hertfordshire is seeking an experienced Tax Senior for its private client practice. You will handle UK personal tax returns, CGT, IHT, and trust work while developing advisory responsibilities.

The role offers hybrid working and exposure to high-net-worth individuals and families, with a clear route to Assistant Manager and ongoing professional development. The ideal candidate will have UK private client tax experience, strong compliance skills, and progress towards a professional

Qualifications

• UK private client tax experience is essential.
• Strong personal tax compliance background.
• Experience with CGT, IHT and trusts.
• Exposure to high-net-worth individuals or complex affairs.
• Ability to meet deadlines and own workloads.
• Excellent written and verbal communication.

Responsibilities

• Prepare and review UK personal tax returns.
• Assist with CGT, IHT and trusts work.
• Support estate planning and trust advisory projects.
• Manage a portfolio of clients with supervision.
• Build relationships with clients and advisers.
• Review junior team members' work where appropriate.
• Identify planning opportunities and developments.
• Stay informed on tax legislation and explain changes clearly.

Skills

UK private client tax

Personal tax compliance

CGT

IHT

Trusts

High-net-worth exposure

Deadline management

Communication

Commercial awareness

Professional qualification path

Education

CTA/ATT/ACA or ACCA qualification

Job description

A growing tax team is looking for an experienced Tax Senior to join its private client practice. The role offers exposure to a broad range of individuals, families, trustees and entrepreneurial clients, with a balance of compliance work and developing advisory responsibilities.

This could suit someone who is CTA or ATT qualified, studying towards a professional qualification, or has relevant ACA or ACCA experience and is ready to progress within private client tax.

Tax Senior opportunity in Hertfordshire

You’ll have the opportunity to:

• Prepare and review UK personal tax returns
• Assist with capital gains tax work involving property, investments and other disposals
• Support inheritance tax planning and estate-related assignments
• Prepare trust tax returns and contribute to trust advisory projects
• Assist with residence, domicile and other private client matters
• Manage a portfolio of clients with appropriate support
• Build relationships with clients and their wider professional advisers
• Work alongside senior colleagues on more complex tax assignments
• Review work completed by junior team members where appropriate
• Identify potential planning opportunities and areas for further support
• Keep informed of legislative developments and explain relevant changes clearly

About you

You’ll ideally have:

• Previous experience in UK private client tax
• A strong background in personal tax compliance
• Some experience of CGT, IHT and trusts
• Exposure to high-net-worth individuals, family groups or complex affairs
• The ability to manage deadlines and take ownership of your work
• Good technical judgement and attention to detail
• Strong written and verbal communication skills
• A professional, commercially aware and client-focused approach
• CTA, ATT, ACA or ACCA qualification, or progress towards one

You do not need to have experience in every area listed. A solid private client tax background, combined with an interest in developing your advisory skills, would be valuable.

What’s on offer

• Salary of £50,000-£60,000
• Hybrid working arrangements
• Exposure to a varied private client portfolio
• Ongoing technical and professional development
• Support with relevant qualifications where appropriate
• A clear route towards Assistant Manager and Manager level
• Regular contact with senior members of the team
• A supportive and collaborative working environment
• The chance to develop further expertise in trusts, CGT and IHT

Location

The position is based in Hertfordshire, with hybrid working available. It may suit candidates living in or around St Albans, Watford, Hemel Hempstead, Harpenden, Welwyn Garden City, Hatfield, Hertford or nearby areas.