Senior Private Client Tax
🕒 April 9
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📋 Description
• Managing a mixed private client portfolio, covering all routine personal tax compliance • Acting as the primary contact for clients and attending client meetings • Advising individuals with earned, investment and property income • Working with owner‑managed businesses, partnerships and high‑net‑worth individuals • Handling a range of Capital Gains Tax matters • Assisting with and delivering ad‑hoc private client advisory work • Liaising with colleagues across the wider firm on client matters • Proposing fees, raising bills and monitoring WIP and recoverability
🎯 Requirements
• ATT and/or CTA qualified (or actively studying towards CTA) • Previous experience managing a personal tax portfolio • Strong knowledge of Self‑Assessment and tax computations • Experience advising on EIS, VCT and SEIS investment reliefs • Knowledge of UK residence and domicile rules preferred • Comfortable researching tax legislation and HMRC guidance • Confident communicator with a proactive, client‑focused approach
🏖️ Benefits
• *
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