Private Client Tax Senior
Ipswich
£30,000 - £44,000

A leading Top 50 accountancy firm is looking for an enthusiastic and proactive Tax Senior or Assistant Manager to join its Private Client, Trust, and Probate team. This role offers the opportunity to manage a diverse portfolio of personal and trust clients while delivering high-quality tax compliance and planning advice. You will work closely with senior colleagues on advisory projects, helping to shape solutions that consistently exceed client expectations.

Role Responsibilities

• Manage a varied portfolio of personal and trust clients, ensuring compliance and providing strategic tax guidance.
• Review and prepare Self-Assessment tax returns, coaching junior staff and maintaining quality standards.
• Support senior colleagues on tax advisory projects, delivering proactive and practical solutions to clients.
• Maintain strong client relationships and identify opportunities to provide additional services.
• Contribute to the growth and development of the team by mentoring and supporting junior colleagues.
• Assist with office marketing initiatives and represent the firm positively in external engagements.
• Ensure deadlines are met efficiently and that work aligns with professional and firm standards.
• Identify opportunities to improve internal processes, leveraging technology to enhance client service.
• Attend training sessions to maintain technical knowledge and support professional development.

Personal Requirements

• Professional qualification (ATT/CTA)
• Significant post-qualification experience within practice, ideally in private client work
• Proven experience managing a client portfolio and mentoring junior staff
• Strong organisational and communication skills, with the ability to operate confidentially
• Proactive, solution-focused, and able to work independently
• Flexible and adaptable to changing priorities and deadlines
• Committed to delivering excellent client service and contributing to a collaborative team environment

Benefits

• Flexible working hours
• Supportive and collaborative team environment
• Opportunities for career development and professional growth
• Exposure to a wide range of private client work within a leading Top 50 firm

If you are looking to take the next step in your private client tax career and work with a leading firm in a supportive and dynamic environment, apply today.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.