St. Albans, UK
Company: INSITE PUBLIC PRACTICE RECRUITMENT LIMITED
Job Type: Permanent, FullTime
Salary: £41,000 - £45,000 per annum
Private Client Tax Senior - Hybrid | St Albans Are you a skilled tax professional looking to take ownership of a diverse personal client portfolio? This is a fantastic opportunity to join a growing Private Client Tax team in a senior role, delivering high-quality compliance and advisory services to a varied client base.
About the Role As a Private Client Tax Senior, you'll manage a portfolio of individuals with complex income streams, including earned and investment income. You'll work under the guidance of an Assistant Manager, taking responsibility for day-to-day tax matters and contributing to technical advisory work. Hybrid working model:
- Typically three days per week in the St Albans office
Key Responsibilities - Manage all aspects of personal tax compliance for a varied client portfolio
- Act as the primary point of contact for clients
- Handle tax matters for partnerships and high-net-worth individuals
- Collaborate with other departments on cross-functional client issues
- Advise on capital gains tax and deliver technical advisory assignments
- Support ad hoc compliance and advisory projects
- Attend client meetings and manage billing, fees, and WIP
Skills & Expertise Technical Requirements:
- ATT qualified (essential)
- CTA qualification in progress or planned
- Strong experience in Self-Assessment and tax computations
- Familiarity with EIS, VCT, SEIS reliefs
- Knowledge of UK residence and domicile rules
- Ability to research and apply tax legislation and HMRC guidance
Client Experience:
- Private individuals and owner-managed business proprietors
- Non-UK domiciled and non-resident clients
- UK-based high-net-worth individuals
Professional Competencies:
- Commercial awareness of billing, WIP recovery, and profitability
- Proactive in identifying opportunities and delivering high-quality work
- Strong communication and presentation skills
- Collaborative team player with a focus on operational improvement
- Confident and professional client engagement
Salary & Benefits - £41,000 - £45,000 per year
- Permanent, full-time role
- Career development support and professional growth opportunitiesAbout our client:They believe in the power of people to drive meaningful change-guided by genuine understanding and collaboration. Working with clients of all sizes, from individuals to large enterprises, this multi-disciplinary advisory, tax, and audit firm brings deep expertise across a wide range of sectors. Their teams across London and the surrounding regions deliver high-quality results locally, nationally, and globally through an international network. At the heart of their approach is a commitment to respect, active listening, and shared purpose. They value relationships and projects that promote positive impact-for clients, colleagues, and communities alike. Join a team where your contribution truly makes a difference.