Insite US
Private Client Tax Senior
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Private Client Tax Senior
Location: St Albans
Salary: Competitive, dependent on experience
An established and growing accountancy practice in St Albans is looking to strengthen its Private Client Tax team with the appointment of an experienced Tax Senior.
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
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.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“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