Private Client Tax Senior

Private Client Tax Senior

Location:
St Albans (Hybrid: Office/Home)

Salary: £41,000-£45,000

Type:
Full Time

AJ Chambers is supporting a leading advisory, tax, and audit firm in St Albans. Our client is seeking a Private Client Tax Senior to join their established Private Tax team.

This is an exciting opportunity for someone to take ownership of a client portfolio under the guidance of an Assistant Manager. You will manage a varied personal tax portfolio, covering routine compliance and ad hoc advisory work.

Why Apply?

• Join a progressive and inclusive team in a firm committed to personal development.
• Work with a diverse client base, from entrepreneurs to ultra-high-net-worth individuals.
• Develop technical and advisory skills with clear career progression opportunities.
• Be part of an organisation that values purpose, people, and impact.

Key Responsibilities

• Manage all day-to-day requirements for a private client portfolio, including clients with diverse income sources (earned and investment income).
• Act as the primary point of contact for clients.
• Handle tax matters for partnerships and high-net-worth individuals.
• Liaise with colleagues outside the Private Client team on client matters (e.g., General Practice, audit, or accounting teams).
• Address a range of capital gains tax issues.
• Assist with or manage the delivery of technical advisory work.
• Support one-off advisory and compliance assignments.
• Attend client meetings.
• Propose fees, raise client bills, and regularly review work in progress (WIP).

Requirements

• ATT qualified; CTA qualification or study in progress is preferred.
• Strong experience in personal tax with hands-on portfolio management.
• Familiarity with self-assessment tax returns and computations.
• Knowledge of EIS, VCT, SEIS, and UK residence/domicile rules.
• Excellent communication and client-facing skills.
• Commercial awareness regarding billing, profitability, and client retention.
• Proactive, collaborative, and delivery-focused mindset.

Working Arrangements

• Hybrid role: 3 days per week in the St Albans office, occasional travel to central London.
• Flexible working policies and a supportive culture reflect the firm's values.

If you are interested please apply today. Or for further information or a confidential chat call Pete Gloster at AJ Chambers