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Private client tax senior

St Albans
Insite Group
Posted: 6 September
Offer description

Overview

Associate Consultant | Specialising in Public Practice Tax Recruitment | Connecting Top Tax Talent with Leading Firms

Private Client Tax Senior - Hybrid | St Albans

Are you a skilled tax professional looking to take ownership of a diverse personal client portfolio? This is a fantastic opportunity to join a growing Private Client Tax team in a senior role, delivering high-quality compliance and advisory services to a varied client base.


Role and Location

As a Private Client Tax Senior, you'll manage a portfolio of individuals with complex income streams, including earned and investment income. You'll work under the guidance of an Assistant Manager, taking responsibility for day-to-day tax matters and contributing to technical advisory work.

Hybrid working model:

* Typically three days per week in the St Albans office
* Remaining days remote


Key Responsibilities

* Manage all aspects of personal tax compliance for a varied client portfolio
* Act as the primary point of contact for clients
* Handle tax matters for partnerships and high-net-worth individuals
* Collaborate with other departments on cross-functional client issues
* Advise on capital gains tax and deliver technical advisory assignments
* Support ad hoc compliance and advisory projects
* Attend client meetings and manage billing, fees, and WIP


Skills & Expertise

Technical Requirements:

* ATT qualified (essential)
* CTA qualification in progress or planned
* Strong experience in Self-Assessment and tax computations
* Familiarity with EIS, VCT, SEIS reliefs
* Knowledge of UK residence and domicile rules
* Ability to research and apply tax legislation and HMRC guidance

Client Experience:

* Private individuals and owner-managed business proprietors
* Non-UK domiciled and non-resident clients
* UK-based high-net-worth individuals
* Property investors

Professional Competencies:

* Commercial awareness of billing, WIP recovery, and profitability
* Proactive in identifying opportunities and delivering high-quality work
* Strong communication and presentation skills
* Collaborative team player with a focus on operational improvement
* Confident and professional client engagement


Salary & Benefits

* £41,000 - £45,000 per year
* Permanent, full-time role
* Hybrid working model
* Career development support and professional growth opportunities


About the client

They believe in the power of people to drive meaningful change—guided by genuine understanding and collaboration. Working with clients of all sizes, from individuals to large enterprises, this multi-disciplinary advisory, tax, and audit firm brings deep expertise across a wide range of sectors. Their teams across London and the surrounding regions deliver high-quality results locally, nationally, and globally through an international network. They value relationships and projects that promote positive impact—for clients, colleagues, and communities alike.


Seniority level

* Entry level


Employment type

* Full-time


Job function

* Accounting/Auditing

Note: This description has been refined for clarity and structure while preserving the original job information.

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