Private Client Tax Senior

Private Client Tax Senior Associate

Location: London, United Kingdom

Contract Type: Permanent | Full Time | Hybrid

Salary: Competitive + Study Support + Benefits

About the Role

A Senior Associate position is available within a well-established and respected private client tax team. This is an excellent opportunity for a proactive and technically capable individual to work in a collaborative, inclusive environment with opportunities for growth and advancement.

The team supports a wide range of private clients, including high-net-worth individuals and partnerships, offering both compliance and advisory services. The role offers a varied workload and the chance to work closely with experienced managers and directors on a diverse client portfolio.

Key Responsibilities

• Deliver a proactive, efficient, and client-focused tax service
• Manage a personal portfolio of clients, including billing and monitoring work-in-progress
• Prepare and review self-assessment tax returns for individuals and partnerships
• Act as a point of contact for clients on day-to-day tax matters and advisory issues
• Liaise with HMRC on client-related matters, including enquiries and disclosures
• Support risk management procedures and ensure compliance with regulatory standards
• Assist with onboarding of new clients and attend meetings alongside senior team members
• Mentor junior staff and review their work where appropriate

Candidate Profile

This role is suited to individuals who:

• Have experience in private client tax (including compliance and advisory)
• Possess excellent communication and interpersonal skills
• Are confident managing their own client portfolio
• Are keen to develop their technical knowledge and advance within the field
• Value working in a collaborative, forward-thinking environment

What’s on Offer

• Hybrid and flexible working arrangements
• 25 days annual leave plus bank holidays
• Pension scheme
• Private Medical Insurance
• Life Assurance (4x salary)
• Permanent Health Insurance
• Study support for professional qualifications
• Structured career development and career coaching
• Cashback and discount benefits portal
• Regular social events and inclusive team culture

You will be joining a forward-thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented senior associate to become involved in a diverse and interesting client portfolio. Excellent on-the-job training will be provided, together with study support and the opportunity to advance your career within a dynamic business.