Private Client Tax Senior
Insite USA well-known accounting firm in Hertfordshire is looking to expand on the back of their Private client tax team, now looking for a private client tax senior to join their collaborative team This is a great opportunity for someone who already has a solid grounding in personal tax and wants to develop their experience across a varied private client portfolio, with good exposure to more complex work and progression opportunities. The role You'll work closely with experienced Managers and Partners, looking after a portfolio of private clients and taking responsibility for a broad range of personal tax matters. Your responsibilities will include:
- Managing a portfolio of personal tax clients
- Preparing and reviewing Self Assessment tax returns
- Advising HNW individuals, business owners and private clients
- Dealing with partnerships and more complex personal tax affairs
- Supporting on tax planning and advisory work
- Building strong relationships with clients and acting as a key point of contact
- Identifying opportunities to provide additional advice and services
- Supporting junior members of the team and reviewing work where appropriate
- Working alongside the wider tax and accounts teams What we're looking for:
- Previous experience within a UK accountancy practice
- Strong personal/private client tax experience
- Experience managing your own portfolio
- Comfortable dealing directly with clients
- ATT qualified or working towards qualification would be advantageous
- CTA qualification or progression towards CTA would be beneficial
- Strong technical knowledge and attention to detail
- Someone who wants to continue developing their advisory experience The opportunity: This is an established private client environment with a strong client base and a structured team around you. You'll have the opportunity to work with increasingly complex clients, broaden your advisory exposure and progress your career within a supportive practice. If you're a Tax Senior in St Albans, Hertfordshire or the surrounding areas and are open to hearing about your next move, get in touch for a confidential conversation.
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