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Private Client Tax Senior

Recruitment Solutions

Hot new role!! Private Client Tax Senior


Are you a skilled Tax Supervisor or Tax Manager looking for a rewarding, hands-on opportunity with a prestigious firm of chartered accountants? Join a long-established, consultancy renowned for providing expert tax planning and financial management services to private clients and their businesses.


This role offers a supportive environment with close collaboration alongside partners and a talented team of accountants. The business has a stellar reputation in the market, focusing on the planning needs of high-net-worth individuals, including business owners, property investors, and international clients.


Your Role as a Private Client Tax Senior:

As a key team member, you will manage a portfolio of around 200 clients, delivering top-tier personal tax compliance and planning services. Responsibilities include:


  • Overseeing the preparation of personal tax returns and ensuring compliance.
  • Identifying and implementing tailored tax planning opportunities for clients.
  • Leading weekly workflow meetings to maintain efficient operations and high service standards.
  • Supervising, motivating, and developing support staff to foster team success.
  • Reviewing team members’ work for accuracy and adherence to compliance standards.
  • Addressing non-compliance issues and managing ad-hoc tasks as they arise.
  • Maintaining accurate records of time and performance metrics against budgets and fees.
  • Preparing and delivering insightful presentations, proposals, and advice letters.
  • Authoring monthly articles for the firm’s website and social media platforms to showcase expertise.
  • Providing internal training to promote team development and technical growth.
  • Keeping abreast of tax legislation to ensure the firm’s advice remains cutting-edge.
  • Contributing to the firm’s broader growth and practice development initiatives.


You will also lead a team, review their work, and contribute to the firm’s growth by training staff and engaging with clients.


Requirements: ACA/ACCA/CTA/ATT qualified, 3-5+ years’ private client tax experience, excellent communication skills, and strong organisational abilities.


Benefits: A competitive salary of £55,000-£100,000, and an attractive benefits package


What we're looking for:

A successful candidate will be able to demonstrate strong organisational skills, excellent communication, and a proactive approach to work.


Apply today to be considered!


If your seeing this add the opportunity is still live, so be quick!


Contact Elle Adams - Recruitment Solutions