Private Client Tax Executive – Reading
My client is a well-established national professional services firm providing audit, tax, advisory, and consulting services to a wide range of clients. With both UK-wide presence and international reach, the firm combines local expertise with global capability, offering high-quality advice to individuals, families, and businesses.
The Opportunity
This role offers the chance to work in a close-knit, supportive private client team, delivering both compliance and advisory services to a diverse portfolio including owner-managed businesses, partners, and high-net-worth individuals and families. You will take responsibility for managing client relationships, ensuring personal tax compliance obligations are met efficiently and accurately, while also supporting clients with advisory requirements as they arise. The firm places strong emphasis on career development, collaboration, and long-term progression, making this an excellent opportunity for someone looking to grow within private client tax.
Key Responsibilities
* Managing a portfolio of private clients, including employed and self-employed individuals and family trusts
* Overseeing the personal tax compliance cycle, including tax computations, returns, payments, and HMRC liaison
* Delegating preparatory work to junior team members and reviewing their output
* Handling HMRC enquiries and correspondence
* Liaising with third parties such as investment managers, banks, and other professional advisers
* Providing proactive and reactive UK tax advice, including technical research where required
* Attending and leading client meetings to discuss tax affairs and planning opportunities
* Supporting advisory work for clients across other service lines where appropriate
* Assisting with other tax compliance areas outside peak season (e.g. ERS, P11Ds), with training provided
About You
* ATT and/or CTA qualified (or close to qualification)
* Experience managing a portfolio of private clients
* Strong personal tax technical knowledge with an interest in advisory work
* Confident communicator with a genuine passion for client service
* Well organised, proactive, and able to manage deadlines effectively
* Comfortable reviewing work and acting as a role model for junior colleagues
* Keen to continue developing technically and professionally
Experience with tax software and Microsoft Excel is beneficial, though training will be provided where needed.
What’s on Offer
* Competitive salary and benefits package
* Flexible and hybrid working options
* Supportive and inclusive working culture
* Strong technical training and development support
* Clear and transparent career progression pathway
* Opportunity to work with high-quality private clients and advisory projects
Culture & Values
My client is committed to building an inclusive, collaborative, and forward-thinking workplace where people are valued for who they are and supported to achieve their full potential. Diversity, innovation, and continuous development sit at the heart of the firm’s culture.
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
Unfortunately, we are unable to offer visa sponsorship for this position.
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