Overview

Personal Tax Senior - Central London. A growing mid-tier accountancy practice in Central London is looking for an experienced Personal Tax Senior to join their private client team. This is a hands-on role offering exposure to a diverse portfolio of clients, including high-net-worth individuals, entrepreneurs, and internationally mobile professionals. The position offers a competitive salary in the range of £53,000 to £63,000, depending on experience.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring timely and accurate compliance and advisory services.
• Request and review tax return information from clients and internal teams.
• Prepare and review complex tax returns using CCH or similar software.
• Liaise directly with HMRC on client matters and handle related enquiries.
• Monitor WIP and raise bills promptly in line with firm policies.
• Identify opportunities to expand services and strengthen client relationships.
• Assist with consultancy projects, including technical research and report preparation.
• Attend client meetings and support partners with ad-hoc advisory work.

Skills, Knowledge & Experience

• ATT qualified (CTA desirable).
• Strong understanding of the full personal tax cycle and relevant UK legislation.
• Practical experience in capital gains tax, inheritance tax, trusts, and residence/domicile issues.
• Excellent written and verbal communication skills.
• Highly organised, with proven time management and client-handling skills.
• IT literate, ideally with experience using CCH Personal Tax.

Benefits

• Salary: £53,000 to £63,000, dependent on qualifications and experience.
• Flexible and hybrid working options.
• Dress for your day policy.
• Early finish Fridays during summer months.
• 28 days holiday plus office closure at Christmas, with the option to purchase additional days.
• Private medical insurance, season ticket loan, and employee assistance programme.
• Regular social events and professional development support through continuous CPD.