Private Client Tax Senior

Are you looking to take the next step in your career with a leading independent firm of Chartered Accountants? Our client offers flexible working, a company pension, an employee wellbeing programme, and many more benefits. Crowe Watson Recruitment is excited to be recruiting for this Private Client Tax Senior position on behalf of a well-respected accountancy firm based in Ely. This role is perfect for an experienced tax professional who values a supportive, growth-oriented environment and is passionate about providing high-quality, bespoke tax advice to clients.

In this role, you will have the opportunity to work with a diverse portfolio of private clients, assisting with complex tax issues and helping clients navigate their personal and business tax obligations. The firm is known for its commitment to professional development, and you’ll be encouraged to expand your knowledge and skills within a supportive team. With a focus on building long-term client relationships, this position will suit someone who thrives on providing excellent client service.

If you are motivated, detail-oriented, and experienced in private client tax, this could be the ideal opportunity for you. The successful candidate will have experience in a UK practice environment, be adept at managing client relationships, and be confident in working autonomously as well as part of a team. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Key Responsibilities

• Preparing self-assessment tax returns and advising clients on tax liabilities
• Opportunity to manage a portfolio clients
• Liaising directly with clients to resolve queries and offer proactive tax advice
• Collaborating with colleagues across departments to deliver a comprehensive service
• Assisting in tax planning for individuals, trusts, and estates.

Requirements

• ATT qualification preferred but not essential
• Must have previous experience working within a UK Practice environment
• Strong knowledge of personal tax and an understanding of relevant legislation
• Excellent communication skills with the ability to build strong client relationships
• A proactive approach with the ability to manage multiple tasks effectively

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative, and salary is dependent on experience.