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Private Client Tax Senior or PQ Associate

Personal Tax Jobs
Job Title:
Tax Jobs in Practice
UK & Ireland Tax Jobs
Greater London Tax Jobs
City of London Tax Jobs
£30,000 to £50,000 per annum
Salary Description:
£30000.00 - £50000.00 per annum
Job Ref:

Hybrid Working - Private Client Tax Senior / Part Qualified Associate - Top 10 Elite Organisation

Exciting opportunity to be part of an ambitious top 10 organisation that is focusing on doubling in size within the next four years. This role offers progression and is ideal for a high calibre candidate that wants to grow and develop their advisory skills.

Our clients flexible approach to working means you can work from home and come in to the office.

Our client is a leading independently owned provider of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, professional practices, and non-profit organisations.


Our clients London office is based in the City and provides leading edge advice to private clients, professional practices, mid to large corporate and nonprofit organisations.

From the London office our client provides the full range of services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts.

Private Client Tax Services

Many individuals seek help with their taxes whether it is due to lack of time, the complexity of the annual tax return process or to find tax efficient strategies. Whatever the reason, we can help individuals from all walks of life with all the tax issues they may face. We can deal with compliance obligations and reporting requirements while also offering high level planning advice on a domestic and international level.

Role Profile

Purpose of role:

To ensure that the annual tax compliance work is completed and planning opportunities are identified and delivered for a portfolio of clients.

Key responsibilities:

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
Yearly routine checks and compliance

Ensuring S&W procedures on annual tax cycle are complied with
Collating and maintaining client information
Client billing and time analysis
Training and personal development

In house technical and soft skills training as appropriate. (Likely to be CTA qualified)
Supervising trainees

Overseeing trainees and reviewing work
Assisting other group members in professional work
Providing feedback for trainees appraisals
Key Competencies:

Planning and Organising: must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
Written and verbal communication: good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
Customer Focus: meeting deadlines and responding to client needs.
Team work: provide link in chain to supervise staff members below and support managers and partners above.
Technical Expertise: maintain technical knowledge obtained from exam qualifications
Candidate Profile


Professionally qualified or part-qualified CTA, ACA or equivalent qualification

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
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

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