Personal Tax Senior

Role Overview

A successful candidate will be responsible for a portfolio of high-net-worth private clients, including complex financial structures. The role will encompass:

• Tax return preparation
• Business tax and capital gains tax computations
• Responding to client queries
• Managing communications with tax authorities

This position offers an excellent opportunity for a tax compliance professional seeking to expand their experience within a specialised private client firm.

Key Characteristics and Skills Required:

• Self-motivated and flexible team player
• Proactive approach with ability to work to challenging targets
• Proven experience managing client compliance portfolios
• Strong problem-solving and initiative-taking skills
• Exceptional organisational and interpersonal capabilities
• Ability to communicate confidently with clients and internal teams
• Proficient IT skills
• Minimum educational requirement: ‘A’ level qualification
• Professionally qualified tax certification preferred

Team Context

The Tax Services Group consists of over 50 employees across four UK offices. The team provides high-quality compliance and advisory services to diverse high-net-worth clients with complex financial portfolios.

Reward and Benefits

• 35-hour working week
• Hybrid working model (up to three remote working days)
• Competitive benefits package including:
• Contributory pension scheme
• 25 days annual leave
• Life assurance cover
• Flexible benefits
• Family-friendly policies
• Profit-sharing scheme
• Overtime or time-in-lieu compensation