Private Client Tax Senior

posted 14th February 2020
  • United Kingdom
  • £35,000 - £45,000 Per Annum
  • Guildford
  • Full Time


  • £35,000 - £45,000 Per Annum


Private Client Tax Senior

Role Profile

To ensure that the annual tax compliance work is completed and planning opportunities are identified for a portfolio of clients.

Key Responsibilities:

  • Client compliance work - work to be completed includes personal and trustees Tax Returns with business computations where relevant and related compliance work. Trust work, non-resident, non-domicile and partnership experience will be useful.
  • Client planning work. Identifying planning possibilities, eg. beneficial elections and claims, re-distribution of family assets.
  • Yearly routine checks and compliance. Ensuring S&W procedures on annual tax cycle are complied with and billing responsibility
  • Training and personal development. In house training as appropriate. (Likely to be recently qualified CTA, or qualified by experience)
  • Strategy – assisting with suggestions of new ideas and approaches
  • Supervising trainees. Overseeing trainees but also working with other seniors. Assisting other group members in professional work

Key Competencies:

  • Written and verbal communication
  • In depth knowledge of computer systems including Word, Excel and ideally Digita or similar
  • Excellent communication skills - ability to write letters explaining complicated planning issues as well as verbal communication skills
  • Judgement - knowing when to initiate planning issues
  • Problem solving, when faced with technical/practical problems, need to know where to look for guidance/who to contact for assistance
  • Technical expertise - need an awareness of planning options as well as good compliance skills

Key Experience/Skills:

  • Ideally ATT and/or CTA qualified, or equivalent qualification. 
  • Technical knowledge to include Trust taxation, CGT, IHT, business tax aspects.
  • Commercial awareness and private client focus.


To apply, or find out more information, please contact Jodi King on 0203 817 8137 or

Job reference: 56959JK

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