Job Detail

Private Client Tax Senior Associate

• Field: Accountancy & Bookkeeping
• Deadline: 2026-03-24 10:03
• London

My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise.

As a Private Client Tax Senior, within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day-to-day aspects a large portfolio including billing, delegation and monitoring work in progress.
Responsibilities:

• Providing an efficient, client focussed and proactive service to meet the needs of private clients.
• Working with directors and managers on technical assignments.
• Managing day to day client portfolio including billing and monitoring work in progress.
• Ensuring that the firm’s risks are managed appropriately.
• Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
• To liaise proactively with clients on advisory matters.
• To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward
• Preparing personal and partnership tax return
• To review personal and partnership tax returns prepared by more junior members of staff / prepare complex compliance cases

Requirements:

• ATT/ CTA qualified or part qualified or equivalent
• Proven experience managing private client portfolios in a professional services setting.
• Strong knowledge of personal tax compliance and advisory work.
• Relevant practice experience

Benefits:

• Hybrid/ flexible working options
• 25 days annual leave + bank
• Social events
• Private Medical and Health Insurance
• Pension

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful