Overview

Senior Private Client Tax role based in Hertfordshire with hybrid working (3 days in-office, occasional City office visits). Salary up to £45,000. This role focuses on managing a diverse portfolio of private client tax matters for high-net-worth individuals, partnerships, and clients with varied income sources, providing routine compliance and advisory support.

The Private Client Tax Senior will own a portfolio under the guidance of an Assistant Manager, acting as the first point of contact for clients and handling all aspects of their tax affairs with professionalism and proactivity.

Responsibilities

• Manage a varied portfolio of private clients, including high-net-worth individuals and partnerships.
• Handle routine compliance work and provide ad hoc tax advisory services.
• Liaise with internal teams across audit, accounting, and general practice.
• Advise on capital gains tax and investment reliefs (EIS, VCT, SEIS).
• Attend client meetings and build strong relationships.
• Prepare and review tax computations and self-assessment returns.
• Monitor WIP, raise client bills, and propose fees.
• Contribute to one-off advisory and compliance projects.

What I am Looking For / Qualifications

• ATT qualified (CTA qualification in progress or completed preferred).
• Proven experience managing a private client tax portfolio.
• Familiarity with self-assessment, UK residence and domicile rules, and private client advisory.
• Able to use legislation and HMRC guidance for technical research.
• Experience working with private clients, owner-managed businesses, and UK-based high-net-worth individuals.
• Familiarity with non-UK domiciled and resident clients preferred.
• Comfortable advising property-owning clients and those with investment portfolios.
• Strong interpersonal and communication skills.
• Commercial awareness around chargeable hours, fees, and WIP recovery.
• Enthusiastic approach to business development and client engagement.
• Collaborative mindset and team player attitude.
• Confident, professional, and personable in client interactions.

Why Join

• Hybrid working model with flexibility and autonomy.
• Engaged and supportive leadership team.
• Exposure to a broad range of client work and technical challenges.
• Opportunity to grow and develop within a forward-thinking firm.

If you’re ready to make your next move in tax, bring your expertise and ambition to a firm that values your growth.

Apply Now to become a key part of their growing Private Client Tax team.

Job Details

• Seniority level: Executive
• Employment type: Full-time
• Job function: Accounting/Auditing
• Industries: Accounting

Note: This description focuses on the advertised Private Client Tax role and does not include unrelated postings or too much date-specific information.