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Private Client Tax Senior

Location

City of London

Salary

£40,000 to £55,000

Type

Permanent

Private Client Tax Senior - Top 10 Accountancy Firm

Up to £50,000 + Excellent Benefits | City of London | Hybrid Working (3 Days Office)

Looking for more interesting clients, greater exposure to tax advisory and a clear route for progression?

I'm working with a leading Top 10 accountancy and advisory firm that's looking to recruit a Private Client Tax Senior into its growing London team.

This is a great opportunity for someone with a solid grounding in Personal Tax who wants to broaden their technical experience, work with a more interesting client base and develop their career within a well-resourced, supportive environment.

You'll work with a varied portfolio of high-net-worth individuals, entrepreneurs, business owners and families, gaining exposure to increasingly complex tax affairs and advisory projects alongside experienced Managers and Partners.

With a salary of up to £50,000, excellent benefits and a strong focus on professional development, this is an opportunity worth exploring.

Whether you're an established Private Client Tax Senior or an experienced Semi Senior ready to step up, I'd be keen to hear from you.

The Opportunity

You'll join an established Private Client Tax team, looking after a varied portfolio of individuals and families, with plenty of scope to develop your technical knowledge and client management skills.

The role offers a good balance of compliance, client interaction and exposure to advisory work.

Your responsibilities will include:

  • Preparing and reviewing personal tax returns and computations for a varied portfolio of private clients.

  • Working with high-net-worth individuals, entrepreneurs, business owners and families with increasingly complex tax affairs.

  • Acting as a key point of contact for clients, responding to queries and developing strong working relationships.

  • Supporting Managers and Partners on Personal Tax advisory and planning projects.

  • Identifying tax planning opportunities and escalating technical issues where appropriate.

  • Managing your own workload and ensuring deadlines and client expectations are met.

  • Supporting and mentoring more junior members of the team.

You'll be encouraged to develop beyond compliance, take on greater responsibility and build the technical and client-facing skills needed for progression to Assistant Manager and beyond.

About You

We're keen to speak with Private Client Tax Seniors and experienced Semi Seniors who are looking for their next step.

Ideally, you'll have:

  • Experience in UK Private Client or Personal Tax within an accountancy practice.

  • A good understanding of personal tax compliance and Self Assessment.

  • Experience dealing directly with clients and managing competing deadlines.

  • An interest in developing your technical knowledge and gaining greater advisory exposure.

  • Strong communication skills and a proactive, collaborative approach.

  • CTA qualification, or be studying towards it, although this isn't essential.

You don't need to be an advisory specialist already. A good technical foundation, a willingness to learn and the confidence to take on more responsibility are far more important.

Why Consider This Opportunity?

A More Interesting Client Base

Work with high-net-worth individuals, entrepreneurs, business owners and families, gaining exposure to a broad range of personal tax matters and more complex client affairs.

Develop Your Advisory Experience

Get involved in tax planning and advisory projects alongside experienced Managers and Partners, building on your existing compliance knowledge.

Clear Career Progression

Benefit from structured development, career coaching and the opportunity to progress towards Assistant Manager and beyond.

Top 10 Firm Resources

Access the training, technical support and professional development opportunities you'd expect from a leading international accountancy and advisory firm.

A Strong Benefits Package

Enjoy an attractive salary alongside generous annual leave, additional birthday leave, enhanced benefits and a flexible working environment.

Salary & Benefits

  • Salary up to £50,000, depending on experience.

  • Hybrid working: 3 days in the City office and 2 days from home.

  • 33 days' annual leave, including bank holidays.

  • Additional birthday leave.

  • Life assurance at 4x salary.

  • Pension scheme.

  • Professional subscription reimbursement.

  • Career coaching and extensive learning and development opportunities.

  • Employee assistance programme, including 24/7 GP access.

  • Enhanced parental leave.

  • Paid sick leave.

  • Cycle to work scheme.

  • Employee referral bonuses.

  • Dress-for-your-day culture.

Interested?

If you're a Private Client Tax Senior or experienced Semi Senior looking for a step up, a more interesting client base and the opportunity to develop your advisory skills within a Top 10 firm, I'd love to hear from you.

You might be actively looking or simply curious about what else is available. Either way, I'm always happy to have an informal, confidential conversation.

Kate Green
kate.green@pro-tax.co.uk
07580 216 907

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