Private Client Tax Senior

Reference: 25924_1784901594

Private Client Tax Senior
Worcester (Hybrid)
Salary up to £38,000 (DOE)

Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Senior to join their team. The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. You will also provide assistance to the Senior Manager/Director/Partners in both compliance and advisory client work.

Role Requirements -

  • Main point of contact for clients to obtain relevant facts to process the client file.
  • Preparation of and reviewing personal self-assessment tax returns and claims for HNW individuals, trusts and estates. (Preparation will be mainly for more complex returns and reviewing will be mainly for more basic returns).
  • Preparation and submission of Capital Gains Tax / Income / Inheritance tax reporting forms.
  • Dealing with HMRC enquiries, penalty notices etc.
  • Liaising with clients and building and maintaining relationships.
  • Advising on day to day tax queries from clients.
  • Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
  • Supporting more senior staff in the Private Client Tax department with processes and efficiencies.
  • Coach and mentor junior members of the team to ensure compliance and service delivery.
  • Encourage equality and diversity amongst teams.

Personal Requirements -

  • Experience of working with client compliance work
  • Preparing tax within accountancy practice
  • Excellent verbal and written communication skills with internal and external people
  • Interpersonal relationship building
  • Excellent attention to detail
  • Analytical outlook, questioning where needed
  • Able to prioritise own workload
  • Can work to deadlines
  • Effective time management
  • Is comfortable working independently
  • Can show accuracy in technical work delivered
  • Can work and adapt work around technology
  • Can demonstrate an ability to innovate and share ideas

Employee Benefits-

  • 25 days annual leave, plus bank holidays
  • Career progression
  • Electric Car scheme
  • Cycle to Work Scheme
  • Life Assurance
  • Group Personal Pension Plan
  • Flexible Holiday Purchase Scheme
  • Enhanced Family Pay - maternity, paternity, parental, and compassionate leave
  • Employee Assistance Programme - 24/7 confidential helpline as well as online support
  • This is an outstanding opportunity for the right individual to join this firm of choice.


Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

£32,000.00 - £38,000.00
Per annum
GBP32000.00 - GBP38000.00 per annum

Worcester

Permanent

Added 24/07/2026
Reference: 25924_1784901594

Private Client Tax Senior

Worcester
Permanent

Other similar jobs

Private Client Tax Advisor/Tax Senior

Added 29/05/2026

Private Client Tax Advisor / Tax Senior (£30-35k) Leeds, West Yorkshire Competitive Salary + Benefits Package Butler Rose are delighted to be working with a well-established and growing professional services firm in Leeds that is looking to strengthen its Private Client Tax team with the appointment of a Tax Advisor / Tax Senior. This is an excellent opportunity for a tax professional looking to further develop their career within a supportive and collaborative environment. The role offers exposure to a varied portfolio of private clients, alongside opportunities to become involved in advisory work and develop specialist tax knowledge. The successful...

Learn more

Private Client Tax Senior

Added 10/07/2026

Private Client Tax Senior Ipswich £30,000 - £44,000 A leading Top 50 accountancy firm is looking for an enthusiastic and proactive Tax Senior or Assistant Manager to join its Private Client, Trust, and Probate team. This role offers the opportunity to manage a diverse portfolio of personal and trust clients while delivering high-quality tax compliance and planning advice. You will work closely with senior colleagues on advisory projects, helping to shape solutions that consistently exceed client expectations. Role ResponsibilitiesManage a varied portfolio of personal and trust clients, ensuring compliance and providing strategic tax guidance.Review and prepare Self-Assessment tax returns, coaching...

Learn more

Private Client Tax Senior

Added 15/05/2026

Private Client Tax Senior Worcester (Hybrid) Salary up to £38,000 (DOE) Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Senior to join their team. The primary responsibility of this role will be to provide personal, trust and estate tax compliance and associated advisory services to a mix of clients. You will also provide assistance to the Senior Manager/Director/Partners in both compliance and advisory client work. Role Requirements -Main point of contact for clients to obtain relevant facts to process the client file.Preparation of and reviewing personal...

Learn more

Private Client Tax Advisory Manager

Added 24/07/2026

Private Client Tax Advisory Manager Birmingham (Hybrid) Salary up to £62,000 (DOE) Butler Rose Public Practice is delighted to be supporting one of our clients who's got an opportunity for a Private Client Tax Advisory Manager. Reporting directly to the Private Client Tax Partner, this is a technically focused role responsible for managing and delivering both tax advisory projects and personal tax compliance work. You will oversee the quality of advice provided, whether delivered directly or through team members, ensuring high standards across all engagements. Role Requirements -Leading and delivering private client tax advisory projects, preparing complex advisory reports for...

Learn more

Private Client Tax Manager

Added 10/07/2026

Private Client Tax Manager Ipswich £47,000 - £60,000 A top 50 accountancy practice is looking for an experienced and motivated Private Client Tax Manager to join a forward-thinking and dynamic team. This is an exciting opportunity to lead and develop a team of tax professionals, delivering high-quality advisory and compliance services to a varied client base. You will play a key role in shaping the strategy and direction of the private client tax function while building strong relationships with clients. Role ResponsibilitiesProvide expert tax advice and guidance to clients, managing compliance and planning projects effectively.Lead, mentor, and manage a team...

Learn more

Private Client Tax Manager

Added 10/07/2026

Private Client Tax Manager Cambridge £45,000 - £56,000 A top 10 firm is seeking a Private Client Tax Manager to join its Cambridge office. In this role, you will lead the delivery of personal tax services, manage client portfolios, and ensure compliance with UK tax regulations. You will provide expert advice on complex tax planning, oversee junior team members, and develop strong client relationships. Your work will directly contribute to delivering exceptional client service and supporting the growth of the practice. Role ResponsibilitiesLead the preparation and review of complex private client tax returns.Manage a diverse portfolio of clients with complex...

Learn more

Private Client Tax Assistant Manager

Added 08/07/2026

Private Client Tax Assistant Manager Cambridge £45,000 - £55,000An established, top 10 accountancy practice is seeking a Private Client Tax Assistant Manager to join its Cambridge office. This is an excellent opportunity for a tax professional looking to take the next step in their career within a supportive and technically focused environment. The successful candidate will manage a portfolio of private clients, review personal tax compliance work, provide advice on complex tax matters, support the development of junior team members, and build strong client relationships while ensuring a high standard of service delivery.Role ResponsibilitiesManage a portfolio of private client tax...

Learn more

Tax Manager (Private Client)

Added 15/05/2026

Tax Manager - Independent Accountancy PracticeMilton Keynes (Hybrid)£50,000 - £65,000 DOE (Flexible for the right candidate)Butler Rose Public Practice is delighted to be supporting a well-establish small accountancy practice in Milton Keynes in the recruitment of a Tax Manager. This is an exciting opportunity for a tax professional seeking autonomy, leadership responsibility, and the opportunity to shape and grow a developing tax department within a close knit & social team.The role is primarily focused on personal tax and private client work across both compliance and advisory services. You will play a key role in strengthening and developing the firm's tax...

Learn more

Private Client Tax Manager

Added 15/05/2026

Private Client Tax Manager - Advisory Focus City of London (Hybrid) From £65,000 Butler Rose Public Practice is delighted to be supporting a highly reputable and growing accountancy firm in the recruitment of a Private Client Tax Manager to join their expanding tax team. This is an excellent opportunity for a qualified and experience private client tax professional to take ownership of a large portfolio while playing a key role in team development, advisory and business growth. The role offers significant client exposure alongside the opportunity to contribute strategically to the wider tax function of the firm. Key ResponsibilitiesManage a...

Learn more

Private Equity Portfolio Finance Manager - Berkshire

Added 07/07/2026

Private Equity Portfolio Finance Manager📍 East London / Remote / Hybrid 💼 Senior Leadership Opportunity | Private Equity-Backed Growth Platform 💰 Equity / Share Options AvailableBuild Your Finance Function. Partner with a Private Equity Group An ambitious and rapidly growing Private Equity-backed group is seeking a commercially minded Private Equity Portfolio Finance Manager to build and lead a scalable, "accountancy practice style" finance function supporting a diverse portfolio of businesses. This is a rare opportunity to create something significant from the ground up.Initially, the function will provide accounting, finance, compliance, payroll, and advisory support the businesses within the group's investment...

Learn more

Private Equity Portfolio Finance Manager

Added 20/05/2026

Private Equity Portfolio Finance Manager📍 East London / Remote / Hybrid 💼 Senior Leadership Opportunity | Private Equity-Backed Growth Platform 💰 Equity / Share Options AvailableBuild Your Finance Function. Partner with a Private Equity Group An ambitious and rapidly growing Private Equity-backed group is seeking a commercially minded Private Equity Portfolio Finance Manager to build and lead a scalable, "accountancy practice style" finance function supporting a diverse portfolio of businesses. This is a rare opportunity to create something significant from the ground up.Initially, the function will provide accounting, finance, compliance, payroll, and advisory support the businesses within the group's investment...

Learn more

Senior Client Adviser

Added 24/07/2026

Senior Client Adviser Coventry Salary range up to £80,000 (DOE) Butler Rose Public Practice is delighted to be supporting a well-established firm in Coventry with the appointment of a Senior Client Advisor.You will help deliver the firm's vision of improving the quality of life for business owners, acting as a trusted advisor to your client portfolio. Building strong, lasting relationships, you'll ensure excellent service, high client satisfaction, and long-term loyalty, creating advocates who refer others.Role Requirements:Primary client contact - Lead relationship owner for your client portfolio.Chair client meetings - Run quarterly reviews, planning sessions, and key discussions.Holistic client understanding -...

Learn more

Senior Client Advisor

Added 10/06/2026

Butler Rose are delighted to be working with a growing independent accountancy and advisory firm who are looking to recruit a Senior Client Adviser for their Leeds office. This is an excellent opportunity to join a forward-thinking firm with a strong advisory focus, a growing presence in Yorkshire, and a genuine commitment to creating a supportive, collaborative and progressive working environment. The Leeds office is based in modern serviced offices in LS16 and currently operates as a satellite office to the firm's main practice. The business has ambitious growth plans and is looking for the right person to play a...

Learn more

Senior Accountant/Client Manager

Added 07/04/2026

Senior Accountant - Growing Independent Practice Milton Keynes (Hybrid) £45,000 - £55,000 DOEButler Rose Public Practice is delighted to be supporting a growing independent accountancy practice in Milton Keynes in their search for a Senior Accountant/Client Manager to join their expanding team. This is an excellent opportunity for a technically strong practice professional who enjoys being client facing and is looking to take on greater responsibility, manage a varied client portfolio, and play a key role in the firm's continued growth. The role offers a supportive, flexible environment with genuine progression opportunities. Key Responsibilities Manage a portfolio of clients (circa...

Learn more

Client Manager - Rural Services

Added 21/07/2026

Client Manager - Independent Accounting Firm Banbury, Oxfordshire (Hybrid) £55,000 - £70,000 DOE Butler Rose Public Practice is delighted to be supporting a highly regarded independent accountancy practice in the recruitment of a Client Manager | Accounts & Advisory Manager (Rural Services). This is an excellent opportunity for an ACA/ACCA and/or CTA qualified professional to join a specialist rural services team, managing a diverse portfolio of landed estates, farms, rural businesses, and equine clients. The role offers a blend of compliance, tax advisory and client relationship management, with the opportunity to become a trusted adviser while developing both the client...

Learn more
Required for two factor authentication
At least 8 characters, 1 uppercase, 1 lowercase and 1 special character or number
Your file must be a doc, docx or pdf. No larger than 5MB.