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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 Responsibilities

Manage a varied portfolio of personal and trust clients, ensuring compliance and providing strategic tax guidance.Review and prepare Self-Assessment tax returns, coaching junior staff and maintaining quality standards.Support senior colleagues on tax advisory projects, delivering proactive and practical solutions to clients.Maintain strong client relationships and identify opportunities to provide additional services.Contribute to the growth and development of the team by mentoring and supporting junior colleagues.Assist with office marketing initiatives and represent the firm positively in external engagements.Ensure deadlines are met efficiently and that work aligns with professional and firm standards.Identify opportunities to improve internal processes, leveraging technology to enhance client service.Attend training sessions to maintain technical knowledge and support professional development.

Personal Requirements

Professional qualification (ATT/CTA)Significant post-qualification experience within practice, ideally in private client workProven experience managing a client portfolio and mentoring junior staffStrong organisational and communication skills, with the ability to operate confidentiallyProactive, solution-focused, and able to work independentlyFlexible and adaptable to changing priorities and deadlinesCommitted to delivering excellent client service and contributing to a collaborative team environment

Benefits

Flexible working hoursSupportive and collaborative team environmentOpportunities for career development and professional growthExposure to a wide range of private client work within a leading Top 50 firm

If you are looking to take the next step in your private client tax career and work with a leading firm in a supportive and dynamic environment, apply today.

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.

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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 workPreparing tax within accountancy practiceExcellent verbal and written communication skills with internal and external peopleInterpersonal relationship buildingExcellent attention to detailAnalytical outlook, questioning where neededAble to prioritise own workloadCan work to deadlinesEffective time managementIs comfortable working independentlyCan show accuracy in technical work deliveredCan work and adapt work around technologyCan demonstrate an ability to innovate and share ideas

Employee Benefits-

25 days annual leave, plus bank holidaysCareer progressionElectric Car schemeCycle to Work SchemeLife AssuranceGroup Personal Pension PlanFlexible Holiday Purchase SchemeEnhanced Family Pay - maternity, paternity, parental, and compassionate leaveEmployee Assistance Programme - 24/7 confidential helpline as well as online supportThis 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.

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Private Client Tax Senior Manager
Wolverhampton (Hybrid)
Competitive Salary (DOE)

Butler Rose, public practice is excited to be supporting one of our well-established clients based in Wolverhampton. This is a career growth opportunity to join as an Private Client Tax Senior Manager.

Role Requirements:

Demonstrates an understanding of client/customer needs not limited to service line.Demonstrates exceptional client service (both internal and external) and understands its importance to the firm as well as clients.Demonstrates the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seeks to offer support where appropriate.Is able to tailor services to match client requirements in regard to scope and deliverables, timing and cost of services provided.Understands client core priorities and challenges and is able to advise on ways that their internal process and procedures could be reviewed to assist in their achievement.Is able to confidently lead meetings with stakeholders.Maintains a regular in-person dialogue with clients as a primary point of contact and uses this to improve client service and identify sales opportunities.Actively increases knowledge and awareness of business and competitive environment to seek out opportunities.Maintains passion and commitment to goals, in the face of obstacles and frustrations, seeking to understand the reason for these and ways to overcome them.Effectively communicates objectives and motivates and supports people through times of change.Role models and motivates others to work efficiently and to embrace new technologies and ways of working to achieve this.Acts quickly to resolve quality issues raised and seeks to analyse the cause of such issues to rectify.

Personal Requirements -

CTA/ACA/ACCA/CA (or equivalent) qualifiedClients come from all industries, so exposure to multiple sectors would be a distinct advantageProficient in reviewing final tax packs/transmittal letters for medium risk Private Tax clients.Proficient in preparing final tax packs/transmittal letters for higher risk Private Tax clients.

Employee Benefits -

Hybrid workingEmployee DiscountsHealth & Well-Being BenefitsEnhanced Leave DaysFlexible working hours

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]

#IND-HL-25

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.

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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 candidate will join an experienced team and work closely with clients, colleagues and senior tax professionals, providing both compliance and advisory support across a broad range of private client matters.

Key Responsibilities

Managing a portfolio of private clients and supporting their ongoing tax compliance requirementsPreparing and reviewing personal tax returnsAssisting with a range of private client advisory projectsSupporting clients with matters relating to Capital Gains Tax, Inheritance Tax and Income Tax planningAssisting with trusts, estates and succession planning workLiaising directly with clients and third parties to obtain information and resolve queriesIdentifying planning opportunities and providing proactive support to clientsWorking closely with colleagues across wider service linesKeeping up to date with changes in tax legislation and regulationsSupporting senior members of the tax team on ad-hoc projects and technical matters

Key Requirements

Previous experience within a private client tax roleExperience gained within an accountancy practice, tax consultancy or professional services environmentATT, AAT, CTAstudier or qualified candidates will all be consideredA good understanding of UK personal taxation principlesStrong communication and relationship-building skillsExcellent attention to detail and organisational abilitiesThe ability to manage deadlines and prioritise workloads effectivelyA proactive approach and desire to continue developing professionally

Whats on Offer

Competitive salary dependent upon experienceHybrid and flexible working optionsOngoing professional development and study support where appropriateGenerous holiday entitlementPension schemeLife assurance and wellbeing supportEmployee reward and recognition programmesA supportive team environment with genuine opportunities for progression

Interested?
If this sounds like the next step in your career, get in touch with Demetria Petropoulos to find out more - 016 1388 5710 | [email protected]

Know someone perfect for this role?
We offer a £150 retail voucher for every successful referral we place - so if you refer a friend or colleague who's hired through Butler Rose, you'll be rewarded!

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.

Read less

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 workPreparing tax within accountancy practiceExcellent verbal and written communication skills with internal and external peopleInterpersonal relationship buildingExcellent attention to detailAnalytical outlook, questioning where neededAble to prioritise own workloadCan work to deadlinesEffective time managementIs comfortable working independentlyCan show accuracy in technical work deliveredCan work and adapt work around technologyCan demonstrate an ability to innovate and share ideas

Employee Benefits-

25 days annual leave, plus bank holidaysCareer progressionElectric Car schemeCycle to Work SchemeLife AssuranceGroup Personal Pension PlanFlexible Holiday Purchase SchemeEnhanced Family Pay - maternity, paternity, parental, and compassionate leaveEmployee Assistance Programme - 24/7 confidential helpline as well as online supportThis 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.

Read less

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 workPreparing tax within accountancy practiceExcellent verbal and written communication skills with internal and external peopleInterpersonal relationship buildingExcellent attention to detailAnalytical outlook, questioning where neededAble to prioritise own workloadCan work to deadlinesEffective time managementIs comfortable working independentlyCan show accuracy in technical work deliveredCan work and adapt work around technologyCan demonstrate an ability to innovate and share ideas

Employee Benefits-

25 days annual leave, plus bank holidaysCareer progressionElectric Car schemeCycle to Work SchemeLife AssuranceGroup Personal Pension PlanFlexible Holiday Purchase SchemeEnhanced Family Pay - maternity, paternity, parental, and compassionate leaveEmployee Assistance Programme - 24/7 confidential helpline as well as online supportThis 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.

Read less