Private Client Tax Senior

Private Client Tax Senior – Hybrid | St Albans + London | Leading UK Firm

A highly regarded and growing firm is seeking an experienced Private Client Tax Senior to join their dynamic and collaborative tax team. This is an exciting opportunity to take ownership of a diverse portfolio of high-net-worth individuals, entrepreneurs, and complex personal tax clients within a supportive and forward-thinking environment.

The Opportunity:

This role offers a blend of compliance and advisory responsibilities, providing exposure to a broad range of personal tax issues including capital gains tax, investment reliefs, residence and domicile matters, and ad hoc consultancy projects. You will serve as the primary point of contact for your clients and work closely with colleagues across other departments.

Key Responsibilities:

• Manage a varied portfolio of private clients, including those with complex income structures and international elements
• Deliver personal tax compliance and contribute to advisory work
• Liaise with internal teams across audit, accounting, and general practice on client matters
• Handle tax aspects of partnerships, high-net-worth individuals, and property owners
• Attend client meetings and play a key role in relationship management
• Assist in the preparation and review of client billing and WIP monitoring
• Support one-off compliance and advisory assignments

What We’re Looking For:

• ATT qualified, ideally CTA qualified or currently studying
• Solid personal tax experience with hands-on portfolio management
• Familiarity with self-assessment tax returns and computations
• Experience with EIS, VCT, SEIS, and UK residence/domicile issues
• Strong communication and client-facing skills
• Commercial awareness of billing, profitability, and client retention
• Proactive, collaborative, and delivery-focused mindset

Working Arrangements:

This is a hybrid role based primarily in the St Albans office (3 days per week), with occasional travel to a central London office. Flexible working policies and a supportive culture are central to this firm’s values.

Why Apply?

• Join a progressive and inclusive team in a firm committed to personal development
• Work with a broad range of clients from entrepreneurs to ultra-high-net-worth individuals
• Develop your technical and advisory skills with career progression opportunities
• Be part of an organisation that values purpose, people, and impact

Apply today to learn more about this role and take the next step in your tax career.