Private Client Tax Senior

Salisbury Permanent
  • Private Client Tax Senior required for a brilliant Accountancy Practice
  • Great progression opportunities for the right candidate.

About Our Client

My client are a nationally known Accountancy practice who provide a wide range of services including investment management, accountancy, tax, corporate and financial advisory. They provide a very high level of service and from the Salisbury office specialise in servicing the Private Client sector.

Job Description

The successful Private Client Tax senior will carry out a mix of both compliance and advisory work.

Client compliance work:

  • Delivering high quality service to clients
  • Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, partnerships, non-residents and trusts
  • Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
  • Ensuring all beneficial elections and claims are made

Client planning work

  • Identifying possible planning possibilities
  • Preparing reports for clients
  • Attendance at client meetings
  • Answering client ad-hoc questions and enquiries in respect of their personal tax affairs

The Successful Applicant

The successful Private Client Tax Senior will have:


  • Professionally Qualified (ATT or CTA)

Key Experience/Skills:

  • Significant experience gained within a professional services firm.
  • Good knowledge of private tax compliance and ideally some exposure to planning/advisory work.
  • Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful but not essential
  • Ability to write letters explaining complicated planning issues as well as verbal communication skills.
  • Computer literate using a range of applications/programmes ideally including Digita software.
  • Ability to work independently and also be a team player.

What's on Offer

On offer is a flexible salary as well as some great benefits.

If this role looks of interest please get in contact with me directly on 02380 206 441.

Jack Hughes
Quote job ref
Phone number
+44 238 020 6441

Job summary

Contract type
Consultant name
Jack Hughes
Consultant phone
+44 238 020 6441
Job reference