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Private Client Senior

Job Title: Private Client Senior
Location: London
Package: Up to £40,000 + benefits

My client, a well established a respected Accountancy firm ranked inside the Top 25, are looking for a Private Client Senior to join their Private Client Tax team in Central London. This role would suit either a part qualified or newly qualified Private Client Senior who is looking for a role with a high quality and complex private client portfolio, increased client exposure and the chance to work on advisory elements of private client tax work.

Responsibilities for this role include:

  • Preparing tax returns for review by the Manager
  • Interfacing between clients and managers
  • Assisting with general private client issues and suggesting tax planning opportunities for clients within their portfolio
  • Communicating and corresponding with HMRC
  • Communicating with and answering queries from clients
  • Assisting with the training and supervision of more junior members of staff
  • Other ad-hoc duties in line with the role


Requirements for this role include:

  • Newly qualified or part qualified (ATT/CTA or equivalent) and at least 2 years of experience working in Private Client tax
  • Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and non-doms
  • A basic knowledge of capital gains tax, treatment of foreign income, capital allowances, tax credits, and inheritance tax
  • Good communication skills
  • Good knowledge of Microsoft software
  • Good organisational skills

If you are interested in this role please apply directly or for more information please call Matthew Barber on 0207 4307 281