Private Client Tax Senior / Supervisor - Reading - £37.5k-£55k

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

• Location: Reading
• Sector: Tax , Personal Tax , Private Client Tax
• Contract Type: Permanent
• Salary: £37500 - £55500 per annum
• Contact: David Elliot
• Contact email: [e-mail]
• Contact phone: [phone]
• Job ref: DE-18867-1
• Published: 1 day ago
• Expiry date: 2026-11-10
• Startdate: 2026-09-28 00:00:00
• Consultant: David Elliot

Private Client Tax Executive – Reading

My client is a well-established national professional services firm providing audit, tax, advisory, and consulting services to a wide range of clients. With both UK-wide presence and international reach, the firm combines local expertise with global capability, offering high-quality advice to individuals, families, and businesses.

They are now looking to recruit a Private Client Tax Executive to join their growing Reading-based private client tax team, which sits within a broader, multi-disciplinary tax function.

The Opportunity

This role offers the chance to work in a close-knit, supportive private client team, delivering both compliance and advisory services to a diverse portfolio including owner-managed businesses, partners, and high-net-worth individuals and families.

You will take responsibility for managing client relationships, ensuring personal tax compliance obligations are met efficiently and accurately, while also supporting clients with advisory requirements as they arise.

The firm places strong emphasis on career development, collaboration, and long-term progression, making this an excellent opportunity for someone looking to grow within private client tax.

Key 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

About You

• ATT and/or CTA qualified (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 acting as a role model for junior colleagues
• Keen to continue developing technically and professionally

Experience with tax software and Microsoft Excel is beneficial, though training will be provided where needed.

What’s on Offer

• Competitive salary and benefits package
• Flexible and hybrid working options
• Supportive and inclusive working culture
• Strong technical training and development support
• Clear and transparent career progression pathway
• Opportunity to work with high-quality private clients and advisory projects

Culture & Values

My client is committed to building an inclusive, collaborative, and forward-thinking workplace where people are valued for who they are and supported to achieve their full potential. Diversity, innovation, and continuous development sit at the heart of the firm’s culture.

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.