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Date Added: Fri 29/08/2025

Private Client Tax Senior

St. Albans, UK
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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
  • Remaining days remote
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
  • Property investors

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
  • Hybrid working model
  • 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.
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