Senior Private Client Tax

Moore Kingston Smith

Private Client Tax Senior responsible for personal tax compliance and advisory work for various private clients. Managing relationships and delivering tailored tax solutions in the United Kingdom.

Posted 7/31/2026full-timeSt Albans • 🇬🇧 United KingdomSenior💰 £42,000 - £45,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing a diverse Private Client portfolio, with a strong focus on Capital Gains Tax matters and compliance assignments. Proficient in advising high-net-worth individuals and owner-managed businesses on tax legislation and investment reliefs.

Highest-signal resume keywords

ATT QualifiedCTA QualifiedPersonal Tax Portfolio ManagementSelf-Assessment KnowledgeEIS, VCT, and SEIS Advisory

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital Gains Tax ManagementTax ComputationTax Legislation ResearchClient BillingCompliance Assignments

Soft Skills

Confident CommunicatorClient-Focused ApproachRelationship Building

Certifications & Qualifications

ATTCTA

Industry Keywords

Private Client PortfolioHigh-Net-Worth IndividualsUK Residence RulesDomicile RulesAdvisory Work

About the role

Key responsibilities & impact

Manage the day-to-day requirements of a varied Private Client portfolio, comprising clients with a range of income sources, including employment, investment and business income.
Act as the primary point of contact for clients, building and maintaining strong relationships.
Work with owner‑managed businesses, partnerships and high‑net‑worth individuals.
Manage a range of Capital Gains Tax matters across the portfolio.
Assist with and deliver ad hoc private client advisory work.
Support the delivery of one-off compliance assignments.
Attend client meetings and contribute to discussions on tax matters.
Propose fees, raise client bills, and regularly monitor WIP and recoverability.
Liaise with colleagues across the wider firm, including audit and accounts teams, to support client needs.

Requirements

What you’ll need

ATT and/or CTA qualified (or actively studying towards CTA).
Previous experience managing a personal tax portfolio.
Strong knowledge of Self‑Assessment and tax computations.
Experience advising on EIS, VCT and SEIS investment reliefs.
Knowledge of UK residence and domicile rules preferred.
Comfortable researching tax legislation and HMRC guidance.
Confident communicator with a proactive, client‑focused approach.

Benefits

Comp & perks

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