Private Client Tax Assistant - Join a Prestigious Local Practice
Are you a trainee or newly qualified tax professional seeking your next step with a reputable, established practice? My clients Private Client Tax department combines the prestige and expertise of a top-tier firm with the flexibility and personal development opportunities of a progressive local practice.
With decades of established excellence in private client services, they're the trusted advisors to high-net-worth individuals across Hertfordshire and London. Now I'm looking for an ambitious Tax Assistant to join their close-knit, supportive team.
Job Title: Private Client Tax Assistant
Location: Hertfordshire, St Albans
Salary: Up to £37,000
Why This Role is Perfect for Your Development:
* Accelerated Learning:
Work directly alongside Partners and Senior Managers on complex, high-value cases
* True Work-Life Balance:
Genuine hybrid working (3 days St Albans office) - no lip service to flexibility
* Clear Career Path:
Structured progression in a firm known for promoting from within
* Quality Over Quantity:
Selective client base means varied, interesting work rather than volume processing
Your Day-to-Day Impact -
Technical Excellence:
* Prepare sophisticated personal tax returns for affluent clients
* Navigate complex capital gains tax scenarios
* Handle sensitive HMRC correspondence and negotiations
* Research cutting-edge tax planning strategies
Client Relationship Building:
* Direct client interaction from day one
* Attend high-level client meetings in professional settings
* Build lasting relationships with successful business owners and professionals
* Experience the advisory side of tax, not just compliance
Professional Growth:
* Mentorship from industry-respected Partners
* Exposure to estate planning, trust work, and international tax matters
* Develop commercial awareness through fee management and proposal work
The Individual:
* Some tax experience (practice or study-based)
* ATT studies commenced or completed (they will support your journey)
* Genuine interest in private client work
* Professional communication skills and presentation
* Eager to progress beyond basic compliance work
* Attracted to advisory opportunities
* Values quality training and mentorship
* Seeks stability with a respected local employer
Why Their Trainees Choose to Stay and Grow:
* Established Reputation:
30+ years serving discerning private clients
* Investment in You:
Study support, professional development budget
* Local Focus:
Deep community roots, established client relationships
* Partner Accessibility:
Work directly with decision-makers, not just middle management
* Flexible Progression:
ATT to CTA pathway supported and encouraged
This isn't just another tax role - it's your gateway to becoming a trusted private client advisor with one of the region's most respected practices.