Private Client Tax Senior

Private Client Tax Senior – London (Hybrid)

£35,000 – £40,000 + Benefits

The Opportunity

A leading professional services firm is seeking a Private Client Tax Senior to join its growing London-based Personal Tax team. This is a varied, client-facing role supporting the delivery of both compliance and advisory services to a portfolio of individuals, families, and trusts. You will work closely with managers and directors on a range of private client matters, gaining exposure to more complex advisory work as your experience develops. The role offers strong progression opportunities within a supportive, people-focused environment, alongside structured training and development.

Key Responsibilities

• Prepare and review personal tax returns for individuals, partnerships, and trusts
• Support the delivery of private client tax compliance and advisory work
• Assist with tax planning assignments including CGT and IHT matters
• Liaise with clients to obtain information and resolve queries
• Work with senior team members on complex advisory projects
• Assist with HMRC correspondence and enquiries where required
• Ensure compliance with internal quality and risk procedures
• Support and mentor junior team members where appropriate
• Contribute to improving processes and client service delivery

Candidate Profile

• Experience in personal/private client tax within practice
• Working towards or part-qualified CTA/ATT (or equivalent experience)
• Strong understanding of UK personal tax compliance
• Interest in developing advisory experience in private client work
• Good communication skills and client-focused approach
• Strong attention to detail and ability to manage deadlines
• Motivated to learn and progress within a supportive team environment

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