
Senior Private Client Tax
TPF Recruitment
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteSalary
💰 £45,000 - £55,000 per year
Job Level
Senior
About the role
- Manage a diverse portfolio of private clients, ensuring full compliance with UK tax regulations and addressing evolving advisory needs.
- Serve as the primary point of contact, building long-term, trust-based client relationships.
- Oversee the preparation and review of self-assessment tax returns, Inheritance Tax (IHT), Capital Gains Tax (CGT) and trust returns.
- Develop and implement bespoke tax planning strategies, including IHT mitigation, estate planning, residency and domicile advice and succession planning.
- Lead or contribute to high-impact advisory projects in partnership with senior partners and specialists.
- Mentor and support junior team members to foster professional growth and team excellence.
- Stay ahead of legislative changes and proactively communicate key updates to clients and internal teams.
Requirements
- ACA, ACCA, or equivalent professional qualification
- Proven experience in private client tax within a UK accountancy practice
- In-depth knowledge of UK personal tax legislation, including IHT, CGT and trust taxation
- Demonstrated track record in managing complex personal tax affairs for high-net-worth individuals
- Strong leadership and interpersonal skills with experience in team supervision and development
- Commitment to ongoing professional development and staying current with tax law changes.
Benefits
- Competitive salary package up to £55,000 DOE
- Hybrid and flexible working
- Birthday leave and enhanced holiday package
- Professional subscription support
- Access to exciting client work, both compliance and advisory
- Clear career progression in a top-tier firm with a supportive team culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
self-assessment tax returnsInheritance Tax (IHT)Capital Gains Tax (CGT)trust returnstax planning strategiesestate planningresidency advicedomicile advicesuccession planningpersonal tax legislation
Soft skills
client relationship managementleadershipinterpersonal skillsteam supervisionmentoringprofessional growthcommunicationtrust-buildingcollaborationproactive communication
Certifications
ACAACCAprofessional qualification