Private Client Tax Senior

Key Responsibilities

•  Managing a mixed private client portfolio, covering all routine personal tax compliance
• Acting as the primary contact for clients and attending client meetings
• Advising individuals with earned, investment and property income
• Working with owner‑managed businesses, partnerships and high‑net‑worth individuals
• Handling a range of Capital Gains Tax matters
• Assisting with and delivering ad‑hoc private client advisory work
• Liaising with colleagues across the wider firm on client matters
• Proposing fees, raising bills and monitoring WIP and recoverability

Skills, Knowledge and Expertise

•  ATT and/or CTA qualified (or actively studying towards CTA)
• Previous experience managing a personal tax portfolio
• Strong knowledge of Self‑Assessment and tax computations
• Experience advising on EIS, VCT and SEIS investment reliefs
• Knowledge of UK residence and domicile rules preferred
• Comfortable researching tax legislation and HMRC guidance
• Confident communicator with a proactive, client‑focused approach

Benefits