Our client is a growing boutique accounting firm based in Tamworth, providing personalized tax and accounting services to a diverse portfolio of clients. Their client-focused approach and technical excellence have established them as trusted advisors in the local business community. Due to continued growth, they are seeking a Private Tax Senior to join their dynamic team.

As a Private Tax Senior, the successful candidate will play a crucial role in delivering high-quality personal tax services to clients while supporting the development of junior team members. They will manage a varied portfolio of private clients, providing both compliance and advisory services across all aspects of personal taxation.

• Prepare and review complex personal tax returns for high-net-worth individuals, sole traders, and partnerships
• Manage a portfolio of private clients, serving as their primary point of contact for tax matters
• Identify tax planning opportunities and provide proactive advice to minimize tax liabilities
• Handle capital gains tax calculations and planning for asset disposals
• Advise on inheritance tax planning and wealth succession strategies
• Correspond with HMRC on behalf of clients, resolving queries and negotiations
• Support and mentor junior team members, reviewing their work and providing technical guidance
• Communicate effectively with clients, explaining complex tax concepts in clear, understandable terms
• Ensure all work is completed to a high standard and within agreed deadlines
• Stay current with personal tax legislation changes and ensure these are communicated to clients where relevant
• Contribute to business development initiatives and assist with proposals for new private clients

• Part-qualified or qualified in ATT, CTA, ACA, or ACCA
• Minimum 3 years' experience in personal tax, preferably in a practice environment
• Strong technical knowledge of UK personal tax legislation including income tax, CGT, and IHT
• Experience managing private client relationships and delivering excellent service
• Proficiency with tax software (e.g., CCH, Iris, TaxCalc)
• Excellent communication skills, both written and verbal
• Strong organizational abilities and attention to detail
• Ability to work independently while contributing effectively to the team

• Experience with tax advisory work for private clients
• Knowledge of non-domicile taxation and residence issues
• Experience with trusts and estates
• Experience mentoring junior staff
• Familiarity with the local business community