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Private Client Tax Senior
Job Location:
Yearly Salary:
Posted:
22 August 2026 (3 days ago)
Posted:
Application Deadline:
19 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Key Responsibilities
- Manage the day-to-day requirements of a varied Private Client portfolio comprising clients with a range of income sources including employment investment and business income.
- Act as the primary point of contact for clients building and maintaining strong relationships.
- Work with ownermanaged businesses partnerships and highnetworth individuals.
- Manage a range of Capital Gains Tax matters across the portfolio.
- Assist with and deliver ad hoc private client advisory work.
- Support the delivery of one-off compliance assignments.
- Attend client meetings and contribute to discussions on tax matters.
- Propose fees raise client bills and regularly monitor WIP and recoverability.
- Liaise with colleagues across the wider firm including audit and accounts teams to support client needs.
Skills Knowledge and Expertise
- ATT and/or CTA qualified (or actively studying towards CTA).
- Previous experience managing a personal tax portfolio.
- Strong knowledge of SelfAssessment 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 clientfocused approach.
For full details of the role please download the full job description.
Benefits
About Company
At Moore Kingston Smith, we create lasting success by delivering quality accountancy and business advisory services.
