Private Client Tax Senior

Private Client Tax Senior | Leading Independent Firm | Forfar

Are you an ATT/CIOT-qualified tax professional looking to take the next rewarding step in your career with a leading, independent firm? If you take pride in managing comprehensive private client portfolios and delivering technical tax compliance and advisory solutions, this is an exceptional opportunity for you.

This leading independent firm of accountants and business advisers comprises over 900 professionals across the UK, providing comprehensive accounting and advisory services across diverse industry sectors. As an independent member firm of a major global network spanning over 114 countries, the firm combines extensive international reach with a collaborative culture built on core values of doing the right thing, standing in other people's shoes, leading our future, and remaining relevant.

As a Private Client Tax Senior, you will:

Manage a dedicated portfolio of clients, preparing partnership tax returns, self-assessment tax returns, and trusts while handling CGT 60-day returns for residential property disposals.
Assist the wider tax team with advisory assignments including Capital Gains Tax planning, Inheritance Tax, and Succession planning.
Deal with loss relief claims, pension charges, capital gains tax reliefs, and client queries regarding statements of account and repayments.
Plan, schedule, and delegate work to tax assistants and students, reviewing simple tax returns and providing constructive feedback and mentorship.
Liaise proactively with clients and HMRC in relation to basic tax and national insurance queries while supporting senior managers.

As the successful candidate you will:

Ideally be ATT/CIOT qualified, near to completion, or qualified by relevant experience.
Act as a leader of your work and professional learning, bringing a positive 'can-do' attitude and willingness to develop tax knowledge.
Exhibit excellent communication skills, strong written English, and a high level of numerical proficiency to positively impact and influence others.
Possess strong teamwork skills to support colleagues across day-to-day tasks and departmental growth.
Hold the permanent right to live and work in the UK without restriction.

What You’ll Receive

Enjoy a healthy balance of hybrid and flexible working practices.
Opportunities to work with international businesses through a premier global accounting and advisory network.
Engagement through a supportive People and Culture Forum, charity fundraising initiatives, and sponsorships.
Continuous professional development, structured training, and encouragement to lead your own learning.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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