Private Client Tax Senior

Posted Yesterday by Pearson Hunter LTD Easy Apply

My client is a medium sized practice based in Surrey. They are currently on the lookout for a Private Client Tax Senior to join their team. The client is a well-known practice with a solid reputation working with a range of clients from varied sectors. The ideal candidate would have plenty of opportunity for growth as they themselves are also growing at a steady pace.


  • Looking after the day to day running of a mixed portfolio of clients
  • Providing timely and accurate delivery of tax services whilst adhering to the firm’s quality standards.
  • Building and maintaining effective relationships with clients with the intention of making you an indispensable resource for their tax compliance affairs
  • Liaising with clients and HM Revenue & Customs regarding their personal tax affairs
  • Resolving client concerns and queries
  • Providing basic advice where possible and liaising with more senior members on more technical compliance and advice services
  • Assisting with general private client issues and suggesting tax planning opportunities
  • Supporting the partners, managers and other senior staff with general ad-hoc and administrative duties such as preparing spreadsheets etc.

Ideal candidate

  • Minimum 3 years’ experience private client services role.
  • CTA/ATT qualified
  • Confident using tax software (ideally CCH)

If you would like to be considered for this role, please apply and we will be in touch once your application has been reviewed.

Required skills

  • ACA
  • ACCA
  • CTA

Reference: 33196510

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