AJ Chambers ®
Private Client Tax Senior
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
AJ Chambers is proud to be working with an established firm in London to place a Private Client Tax Senior with their next opportunity.
The role will involve managing a portfolio of personal tax clients, with support from Managers and senior team members where required. This will include responsibility for tax compliance and client service matters, including the preparation of tax returns and computations, payment advice, and responding to ad-hoc client queries.
This is a varied position, offering the opportunity to become involved in both compliance and advisory work across a broad range of personal tax matters.
Responsibilities will include:
- Assisting with the management of personal tax compliance processes.
- Providing proactive tax advice to a diverse portfolio of clients.
- Supporting senior team members and Partners with tax planning and technical projects.
- Assisting with one-off advisory and tax planning assignments.
- Working collaboratively with colleagues across different departments to ensure seamless client service.
Key Responsibilities
- Take responsibility for managing a portfolio of personal tax clients, providing proactive and commercially focused solutions with support from senior colleagues and Partners.
- Build strong relationships with clients and internal stakeholders.
- Ensure work and projects are completed accurately and within agreed deadlines.
- Liaise with other departments to ensure effective delivery of client work.
- Identify issues and assist with resolving client queries and problems.
- Work closely with Managers and Partners to meet client expectations and deadlines.
- Keep senior colleagues informed of client issues and concerns.
- Develop a strong understanding of clients' wider financial and personal affairs.
- Demonstrate initiative and develop practical solutions to client requirements.
- Assist with WIP, billing, and recoverability across the portfolio.
- Maintain and develop technical knowledge through appropriate training, reading, and professional development.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Who You Are
We are looking for someone who is technically capable, commercially minded, and committed to delivering a high-quality client service. The successful candidate will demonstrate:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Excellent verbal and written communication skills.
- The ability to maintain confidentiality at all times.
- Strong IT skills and the ability to learn and utilize specialist software.
- Excellent attention to detail.
- A strong work ethic and commitment to client service.
- The ability to work effectively as part of a team.
- A proactive approach, taking ownership of responsibilities and supporting colleagues.
- Confidence, ambition, and the ability to work effectively in a fast-paced environment.
- The ability to manage competing priorities and deliver work within agreed timescales.
Your Experience
- Working towards ATT/CTA qualification, or possess substantial relevant personal tax experience.
- At least 3 years' experience working within Personal Tax / Private Client Tax.
- Experience managing a portfolio of personal tax clients.
- Strong technical knowledge across UK personal taxation.
- Previous experience within an accountancy practice or professional services environment.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location