Tax Specialist - Private Client

Posted 12 March by CCA Recruitment Group Easy Apply

Tax Specialist - Private Client


My client is looking for an experienced Personal Tax Advisor / Private Client Tax Specialist with a track record in non-resident tax, trusts and executry work.

This well-respected professional law firm is embarking upon an exciting period of change and growth in order to build upon its reputation for being best in class in their respective legal disciplines.

Reporting directly to the Head of Tax this position offers the opportunity to undertake a varied and interesting remit, providing an exceptional tax service to clients as well as providing an excellent and comprehensive in-house tax service. The successful candidate will require previous, relevant experience, preferably within a Private Client Law Firm and should ideally, but not necessarily, have gained professional tax or similar qualifications or be willing to work towards these.

Key responsibilities:

  • To advise individuals, businesses and trustees on income, capital gains and other tax matters.
  • Managing a portfolio of clients including preparation of personal and trust tax returns; computation of tax liabilities; managing the process through to submission of tax returns, and providing tax advice for matters arising from the portfolio.
  • Taking a proactive approach to managing clients and identifying their tax and legal requirements and maintain regular client contact
  • To ensure compliance with all legal and regulatory requirements
  • Dealing with HMRC compliance checks, ensuring prompt and full responses
  • Working with colleagues across the firm to provide assistance and support on tax matters and technically challenging tax areas.


  • Providing excellent client service at all times
  • Supporting the firm to achieve its strategic and commercial objectives
  • Meeting financial targets in relation to the tax group

Essential Requirements

  • Experienced in the preparation of sometimes complex personal tax returns
  • Excellent IT skills
  • Excellent client handling skills
  • Excellent verbal and written communication skills
  • Strong team working skills
  • Flexible approach
  • Proactive can-do attitude


  • Knowledge of commercial tax software

To apply for this role and/or request further information please email your CV and contact details.

Note: - No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.

Required skills

  • tax
  • planning
  • legal
  • advice
  • advisor
  • specialist
  • private client

Reference: 34667411

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