Private Client Tax Senior Hybrid, Central London
Job Summary
- Manage a diverse portfolio of private clients ensuring full compliance with UK tax regulations and addressing evolving advisory needs.
- Serve as the primary point of contact building long-term trust-based client relationships.
- Oversee the preparation and review of self-assessment tax returns Inheritance Tax (IHT) Capital Gains Tax (CGT) and trust returns.
- Develop and implement bespoke tax planning strategies including IHT mitigation estate planning residency and domicile advice and succession planning.
- Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists.
- Mentor and support junior team members to foster professional growth and team excellence.
- Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams.
- ACA ACCA or equivalent professional qualification
- Proven experience in private client tax within a UK accountancy practice
- In-depth knowledge of UK personal tax legislation including IHT CGT and trust taxation
- Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals
- Strong leadership and interpersonal skills with experience in team supervision and development
- Commitment to ongoing professional development and staying current with tax law changes
- Competitive salary package
- Hybrid and flexible working
- Birthday leave and enhanced holiday package
- Professional subscription support
- Access to exciting client work both compliance and advisory
- Clear career progression in a top-tier firm with a supportive team culture
- Please contact Andy Irvine on
- Andrew Irvine LinkedIn for a confidential conversation.
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Required Skills:
Extensive progressive experience in personal tax with a focus on private client advisory and tax planning. Professional qualification such as CTA (Chartered Tax Adviser) or equivalent with a strong track record of technical -depth expertise in UK personal taxation including income tax CGT IHT and associated reliefs exemptions and reporting requirements. Proven experience advising high net worth individuals and families on complex tax structures trusts and estate planning. Exceptional communication skills with the ability to simplify complex tax concepts for non-specialist clients. Demonstrated leadership and mentoring experience including managing and developing junior team members. Strong organisational and time management skills capable of balancing multiple high-priority client engagements. Proficiency in tax software (e.g. CaseWare TaxCalc) and advanced Excel skills. Commitment to continuous professional development and adherence to ethical and professional standards.
Required Education:
CTA ATT