Private Client Tax Senior

Private Client Tax Senior

We are seeking a highly motivated and detail-oriented Private Client Tax Senior to join our client's expanding US and UK tax practice. This role is pivotal in delivering expert tax advice to US Expatriate high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the UK and international jurisdictions.

As a key member of our technical team, you will provide strategic guidance on complex personal tax matters, including Capital Gains Tax (CGT), Inheritance Tax (IHT), and cross-border tax planning. You will prepare and review tax computations, manage client relationships and contribute to innovative tax solutions that align with evolving regulatory landscapes.

With a focus on compliance, accuracy and client service excellence, this position offers substantial professional growth, exposure to high-value clients and the opportunity to work within a technically rigorous, supportive environment. Your expertise in both UK and US tax regimes will be critical in addressing the increasingly complex needs of international private clients.

Responsibilities:

• Prepare and review accurate, timely personal tax returns, including self-assessment, CGT and IHT calculations.
  
• Advise HNWI and UHNWI clients on tax-efficient structures, estate planning and succession strategies.
  
• Analyse complex tax scenarios involving trusts, residential and non-residential property disposals and investment portfolios.
  
• Collaborate with clients, solicitors, financial advisers, and other professionals to gather information and implement tax solutions.
  
• Ensure compliance with HMRC regulations and evolving tax legislation, including updates to CGT, IHT and anti-avoidance rules.
  
• Support the design of bespoke tax planning strategies using trusts, gifts and lifetime allowances.
  
• Prepare technical documentation, client briefing notes and advisory reports.
  
• Mentor and supervise junior team members, fostering technical excellence and client service standards.
  
• Stay up to date with developments in UK and US tax law, particularly as they impact international private clients.
  
• Act as a trusted advisor by proactively identifying tax-saving opportunities and mitigating risks.
  

Requirements

• Minimum of 3 years of experience in personal tax, preferably within a professional services firm or private client practice.
  
• In-depth knowledge of US and UK tax legislation, including CGT, IHT, Income Tax and National Insurance.
  
• Familiarity with US tax implications for UK-based HNWIs, including FBAR, FATCA and cross-border reporting obligations.
  
• Proven experience advising on complex personal tax issues involving trusts, property disposals and estate planning.
  
• Strong analytical, problem-solving, and communication skills with the ability to explain complex tax concepts clearly.
  
• Proficiency in tax software (e.g., CaseWare, TaxCalc) and advanced Excel skills.
  
• Exceptional attention to detail, organisational ability and the capacity to manage multiple deadlines.
  
• Degree in Accounting, Finance, or a related field; ACA, ACCA or equivalent professional qualification is highly desirable.
  
• Ability to work independently while contributing effectively to a collaborative team environment.
  
• Client-focused approach with a commitment to delivering exceptional service and building lasting relationships.
  

Benefits

• Salary up to £55,000, dependent on qualification/experience level
  
• Company bonus
  
• Private medical for and your family.
  
• Excellent pension scheme.
  
• Life assurance.
  
• Team trips out.
  
• Hybrid working pattern of 4 days in the office and 1 from home each week.
  

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply)