Personal Tax Senior

Upto £35,000 | Full-time | Permanent
NEWcaSTLE | BGC2402tx

The Firm:

Join a forward-thinking professional services firm renowned for its expertise in private client tax. With a supportive and collaborative environment, the firm is focused on delivering tailored solutions for a diverse client base. This is an excellent opportunity to work in a dynamic team during a period of growth, where professional development is actively encouraged and high standards of client service are central to everything they do.

The Role:

As a Private Client Tax Senior, you will oversee the preparation and quality review of personal tax returns while providing practical advice on complex matters. You will guide and support junior colleagues, helping to develop their skills, and ensure that client obligations are met accurately and efficiently. This role offers the chance to get involved in advisory work, contribute to process improvements, and build strong relationships with high-net-worth clients.

Experience Required:

  • Currently studying for or fully qualified in accountancy or tax (ATT, CTA, ACA, ACCA, or equivalent)

  • Solid experience in private client tax, including preparing and reviewing personal tax returns

  • Ability to advise on complex tax matters, including capital gains and inheritance tax reliefs

  • Strong organisational skills, able to manage multiple priorities and deadlines

  • Confident in mentoring junior staff and supporting their development

  • Good communication skills for liaising with clients and HMRC where required

    Benefits:

  • Competitive salary with clear career progression opportunities

  • Support for further professional qualifications and ongoing training

  • Collaborative team environment with mentoring and guidance from experienced colleagues

  • Exposure to a varied client portfolio, including high-net-worth individuals

  • Opportunity to take ownership of projects and contribute to the development of the private client team

  • Large number of choice benefits

 

If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.

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