Private Client Senior

Personal Tax Senior

Up to £39,000 | Top 30 London Firm | City Location | Hybrid (3 Days Office/2 Days WFH) | ATT/CTA Study Support

The Opportunity

A well-established Top 30 advisory and accounting firm (120+ employees) in the City of London is recruiting a driven Personal Tax Senior to join its expanding Private Client Tax team. This is an excellent opportunity for someone seeking strong technical exposure, career development, and a genuinely supportive culture.

The Personal Tax Senior Role

Manage your own portfolio of approximately 50-100 clients, ranging from high-net-worth individuals to sole traders and partnerships. This is a hands-on role with genuine client ownership and exposure to partners on advisory work.

Key Responsibilities

• Deliver high-quality personal tax returns across your own portfolio and assist on more complex cases
• Produce clear, accurate correspondence for clients, HMRC, and third parties
• Manage PAYE coding issues, NI deferments, and core compliance tasks
• Take a lead role in MTD work, ensuring quarterly submissions are completed accurately and on time
• Communicate confidently with clients, keeping managers and partners fully updated
• Identify tax planning and value-add opportunities within your portfolio
• Support partners on tax planning and consultancy projects
• Handle billing and portfolio administration efficiently

What You'll Need

• Around 2 years' personal tax compliance experience within practice
• ATT qualified (preferred) or part-qualified/studying
• Experience with CCH Personal Tax (advantageous)
• Strong communication skills and proactive, client-focused approach
• Ready to take ownership of your own client portfolio

Full study support provided for ATT, and CTA after probation.

Why This Personal Tax Senior Role Stands Out

Culture & Environment The firm is known for its supportive, sociable, and inclusive culture with a genuine focus on helping people grow. You'll feel part of something, not just another number.

• Regular team socials
• Summer and Christmas parties
• Sports and wellbeing activities
• City 5k runs and group challenges
• Clear development pathways with genuine investment in your progression

The Team Join a collaborative Private Client team of experienced managers, CTA-studying seniors, and supportive leadership, working on a broad and varied personal tax caseload year-round.

What's On Offer

• Salary : Up to £39,000 DOE
• Study support : Full ATT and CTA support provided
• Holiday : 25 days + bank holidays
• Pension
• Hybrid working : 3 days office, 2 days WFH
• Location : Modern City of London office
• Progression : Genuine long-term career development

Interview Process

Straightforward two-stage process. The firm prefers to meet candidates in person to give you a real feel for the team and environment, but virtual interviews can be arranged if needed.

The Ideal Personal Tax Senior Candidate

You're an ATT-qualified (or part-qualified) tax professional with around 2 years' practice experience who's ready to take ownership of your own client portfolio. You want strong technical development, full study support toward CTA, and a firm that genuinely invests in your progression.

You're looking for a sociable, supportive culture where you're valued as part of the team, not just a resource. You want hybrid flexibility, interesting clients, and clear career progression in a Top 30 environment.

Apply Now

This Personal Tax Senior role offers strong technical exposure, full study support, and a clear development path in a genuinely supportive Top 30 London firm.

Ready to take the next step in your tax career? Apply today for a confidential conversation about this Personal Tax Senior opportunity.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.