Private Client Tax Senior

Reference: 25924_1786707023

Private Client Tax Senior
Worcester (Hybrid)
Salary up to £45,000 (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 - £45,000.00
Per annum
GBP32000.00 - GBP45000.00 per annum
Added 14/08/2026
Reference: 25924_1786707023

Other similar jobs

Private Client Tax Assistant

Added 20/08/2026

Tax Assistant - Private Client | Personal Tax Hitchin (On-site) £30,000 - £40,000 DOEButler Rose Public Practice is delighted to be supporting a well-established and friendly accountancy practice in the recruitment of a Private Client Tax Assistant. This is an excellent opportunity for an ATT qualified, ATT studier or qualified by experience tax professional looking to develop their career within personal tax. Working closely with an experienced Tax Senior, you will gain exposure to a broad range of personal tax matters while becoming a valued member of a supportive and collaborative team. Key ResponsibilitiesAssisting with the preparation of Self-Assessment tax...

Learn more

Private Client Tax Advisory Manager

Added 31/07/2026

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 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

Senior Accountant/Client Manager

Added 03/09/2026

Senior Accountant/Client Manager Dudley Salary £45,000 - £55,000 (DOE)Butler Rose, public practice is delighted to be supporting our client a well-established medium size firm based in Dudley. Due to the growth of the firm an exciting opportunity has become available for a Senior Accountant/Accounts Manager to join the team.Role Requirements -Fully experienced in all aspects of accounts preparation for: Sole traders, Partnerships, Limited Companies, Charities and not for profit organisations.Management accounts (preparation and overseeing)Bookkeeping (overseeing)Good working knowledge of accounts production softwareFully conversant with statutory disclosure requirementsGood audit experience (preferably running and managing company audits)Good rounded knowledge of various taxes, Corporation...

Learn more

Senior Client Adviser

Added 14/08/2026

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

Tax Manager - Mixed Tax

Added 01/09/2026

Mixed Tax Manager - Growing Firm of Chartered Accountants Hitchin, Hertfordshire £55,000 - £65,000 DOE Butler Rose is partnering with a friendly well-established, accountancy practice to recruit a Mixed Tax Manager to join their team, supporting a diverse portfolio of private clients and corporate tax clients across multiple sectors. This is an excellent position of a qualified Tax Professional already in a managerial role and looking to maintain a diverse client portfolio and tax exposure. Well-suited to someone who enjoys having autonomy of the tax offering and looking to assist with growing a company's tax service line. Key ResponsibilitiesManager client...

Learn more

Client Accountant

Added 22/09/2026

Client Accountant Aylesbury / Hybrid (1-2 days in the office) Salary: Up to £38,000 + Benefits Butler Rose is working alongside a growing Practice firm in their search for a confident and experienced Client Accountant who is ready to take ownership of an existing portfolio of clients. This role would suit someone with several years experience within accountancy practice who enjoys managing client relationships, delivering work from start to finish, and providing practical business advice. Youll be a key contact for your clients, overseeing their accounting and tax requirements while building trusted relationships and offering support whenever needed. The Role:...

Learn more

Client Manager

Added 16/09/2026

Client Manager - Accountancy Practice St Ives (Hybrid) £30,000 - £40,000Due to continued growth, an established accounting firm is seeking an experienced Client Manager to join its team. The role will involve managing a varied portfolio of small and medium-sized businesses and their owners, with responsibility for statutory accounts, Corporation Tax and Self-Assessment, alongside regular client contact and advisory work. This is a hands-on practice role suited to an ACA/ACCA qualified or experienced part-qualified accountant who enjoys building strong client relationships and taking ownership of their work from preparation through to completion.Role ResponsibilitiesManage a portfolio of clients, providing a high-quality...

Learn more

Client Manager

Added 09/09/2026

Client Manager Leeds (Hybrid) Salary up to £50,000 (DOE) Butler Rose is supporting a well-established, independent firm of Chartered Accountants and Business Advisors in Leeds to recruit a Client Manager. They are a well-established medium size firm and an established presence while maintaining a collaborative, close-knit culture. They provide a comprehensive range of accounting, audit and tax services to a diverse portfolio of owner-managed and family businesses across Yorkshire. This is an excellent opportunity for a motivated accountant to develop long-term client relationships, take genuine ownership of their work and play an important role within a supportive one-team culture. Role...

Learn more

Client Manager

Added 04/09/2026

Client Manager Wellingborough £40,000 - £50,000 DOE Butler Rose Public Practice is delighted to be supporting a friendly and long-established independent accountancy practice in the recruitment of a Client Manager. This is a fantastic opportunity for a hands-on practice professional to manage their own portfolio while working within a close-knit team environment. The role would suit either an experienced Client Manager or a Senior Accountant who can hit the ground running and is looking to take on a diverse portfolio. Key ResponsibilitiesManage a client portfolio, primarily sole traders and limited companies, OMBs and SMEsPrepare and review accounts, personal tax returns,...

Learn more

Commercial Practice Accountant | Client Advisory & Growth

Added 19/08/2026

THIS ISN'T YOUR TYPICAL PRACTICE ROLE If you are an experienced practice accountant who has reached the point where you want to have an influence rather than simply process work, this could be an opportunity worth exploring. We are working on behalf of a successful, independent accountancy practice that has built its reputation through relationships, trust and genuinely personal client service. The owner is now looking for someone to become their trusted Number 2 - someone who can bring their own ideas, challenge constructively, take ownership and help shape the next stage of the business. AND THAT'S WHERE THE ROLE...

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

Client Manager

Added 26/06/2026

Client Manager - Growing Independent Accounting Practice Towcester (Hybrid) £40,000 - £55,000 DOEButler Rose Public Practice is delighted to be supporting a growing independent accountancy practice in Towcester in their search for a 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 ResponsibilitiesManage a portfolio of clients, acting as the main...

Learn more

Mixed Tax Senior/Semi Senior

Added 14/08/2026

Mixed Tax Semi Senior/SeniorMalvern (Hybrid) Salary up to £45,000 (Negotiable, depending on experience level) ButlerRose is delighted to be supporting one of our clients who's got a great opportunity for a Mixed Tax Semi Senior/Senior to join their them. The role will give you the opportunity to manage a portfolio of clients and has flexible hours and the opportunity to work up to 3 Days from home.Role Requirements -Looking after a personal tax client portfolio of around 330 clients. This would involve preparing the personal tax returns and assisting with client queries and advice. They will have control of their...

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.