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Personal Tax Senior

Job Title: Private Client Tax Senior

Location: Lancaster or Newcastle

Role Overview:

A Top 10 Accountancy Practice are seeking a motivated and experienced Private Client Tax Senior to join a leading accountancy and advisory firm with a strong presence across the UK, Ireland, and the Nordics. This role offers the opportunity to manage a diverse portfolio of high-net-worth individuals, non-residents, non-domiciled clients, and trusts, providing expert guidance on personal tax compliance and planning.

Key Responsibilities

  • Manage a portfolio of private clients, acting as their principal point of contact for tax matters
  • Provide support on a range of compliance issues, ensuring clients meet their obligations and understand legislative changes
  • Review and oversee the preparation of tax returns and computations
  • Deliver work efficiently and in line with internal risk management procedures
  • Build and maintain strong client relationships, identifying opportunities for added value
  • Contribute to revenue and profitability targets through effective portfolio management

Candidate Profile

  • ATT qualified or actively studying towards CTA (study support provided)
  • Proven experience in Personal, Private Client, or Mixed Tax within a practice environment
  • Strong communication skills and ability to build rapport with clients
  • Detail-oriented with a proactive approach to compliance and advisory work

What's Offered

  • Full study support including paid study leave, mentorship, and coaching
  • Opportunities for career progression within a top-tier SME-focused firm
  • Collaborative and inclusive working environment across a wide network of offices

If you're interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to: Tasnima.rashid@ambition.co.uk

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.co.uk/refer-a-friend