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Private Client Tax Senior

Top 20 firm of Chartered Accountants, Tax and Business Advisers, are looking for a Private Client Tax Senior to join their exciting team! They are in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations.

Duties will include:

  • Work through the information and assess the tax impact of each piece of information.
  • Prepare and generate tax returns using tax software.
  • Send chasing letters to client if required, address any queries.
  • Prepare letter to client, detailing liabilities, and any tax saving opportunities.
  • Draft letter for review and make any necessary changes (where appropriate)
  • Send letter and tax return to client for signature; log information sent and submit to HMRC.
  • Liaise with HMRC on client's behalf.
  • Inform client of tax liabilities; agree these to HMRC statement on account.
  • Prepare HMRC forms as appropriate (e.g. P35, P11D etc) and ensure all deadlines are met
  • Prepare client bill (where appropriate)
  • Coach junior staff on work delegated.
  • Identify tax planning opportunities as appropriate.
  • Assist on consultancy projects (where required)
  • Carry out research projects (where appropriate)

Looking for:

  • At least two years + experience in an accounting practice within a personal tax team.
  • ATT Qualified or currently undertaking CTA qualification.
  • Experience with demonstrable knowledge of producing personal tax returns.
  • Strong IT skills including Word, Outlook, and Excel, to an intermediate level, to produce letters and spreadsheets.
  • Knowledge of tax software such as CCH
  • Excellent communication skills both verbal and written.

Whats in it for you?

  • Genuine work life balance.
  • Above market rate salary
  • New and improved programme for Succession planning and supportive management structure to help you realise your potential.
  • Up to 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days.

If you're interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to:

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.