Private Client Tax Senior - London

We're working with a well-regarded independent firm looking to hire a Tax Senior into their growing Private Client Tax team in the City.

This is a fantastic opportunity to manage your own portfolio while gaining exposure to a mix of compliance and advisory work, supporting a varied client base including HNWIs, owner-managed businesses and partnerships.

The Role

• Managing a private client tax portfolio
• Acting as the main point of contact for clients
• Supporting with personal tax compliance and advisory work
• Advising on earned, investment and property income
• Assisting with CGT matters and ad-hoc projects
• Liaising with colleagues across the wider firm

About You

• ATT and/or CTA qualified or studying towards CTA
• Experience managing personal tax portfolios
• Strong Self-Assessment knowledge
• Experience with EIS, VCT and SEIS reliefs
• Proactive, client-focused and confident communicator

Excellent opportunity for someone looking to progress within a supportive and growing private client team.

For more details please contact Lauren McLoughlin:

Email - lauren.mcloughlin@pro-tax.co.uk

Phone - 07929 029526

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