The Role
Manage a portfolio of private clients delivering personal tax compliance and advisory services for high-net-worth individuals, partnerships and owner-managed businesses. Act as primary client contact, handle capital gains matters, support ad hoc advisory and compliance assignments, attend client meetings, propose fees, monitor WIP and liaise with internal teams to deliver integrated tax solutions.
Summary Generated by Built In
We are seeking an experienced Private Client Tax Senior to join our growing Private Client Tax team. The ideal candidate will have a strong background in personal tax compliance and advisory work, with experience managing client relationships and delivering high-quality tax services.
As a Tax Senior, you will be responsible for a varied portfolio of private clients, providing personal tax compliance and supporting a range of advisory projects. You will act as a primary point of contact for clients, building strong relationships while delivering tailored advice and practical solutions. Working with high net worth individuals, partnerships and owner-managed businesses, you will collaborate closely with colleagues across the wider tax practice to provide an integrated and high-quality client experience.
As a Tax Senior, you will be responsible for a varied portfolio of private clients, providing personal tax compliance and supporting a range of advisory projects. You will act as a primary point of contact for clients, building strong relationships while delivering tailored advice and practical solutions. Working with high net worth individuals, partnerships and owner-managed businesses, you will collaborate closely with colleagues across the wider tax practice to provide an integrated and high-quality client experience.
Key Responsibilities
- Manage the day-to-day requirements of a varied Private Client portfolio, comprising clients with a range of income sources, including employment, investment and business income.
- Act as the primary point of contact for clients, building and maintaining strong relationships.
- Work with owner‑managed businesses, partnerships and high‑net‑worth individuals.
- Manage a range of Capital Gains Tax matters across the portfolio.
- Assist with and deliver ad hoc private client advisory work.
- Support the delivery of one-off compliance assignments.
- Attend client meetings and contribute to discussions on tax matters.
- Propose fees, raise client bills, and regularly monitor WIP and recoverability.
- Liaise with colleagues across the wider firm, including audit and accounts teams, to support client needs.
Skills, Knowledge and Expertise
- ATT and/or CTA qualified (or actively studying towards CTA).
- Previous experience managing a personal tax portfolio.
- Strong knowledge of Self‑Assessment and tax computations.
- Experience advising on EIS, VCT and SEIS investment reliefs.
- Knowledge of UK residence and domicile rules preferred.
- Comfortable researching tax legislation and HMRC guidance.
- Confident communicator with a proactive, client‑focused approach.
For full details of the role, please download the full job description.
Benefits
About
At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding. Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions. Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network. Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future. Come and join us to make a difference.
Skills Required
- ATT and/or CTA qualified (or actively studying towards CTA)
- Previous experience managing a personal tax portfolio
- Strong knowledge of Self-Assessment and tax computations
- Experience advising on EIS, VCT and SEIS investment reliefs
- Knowledge of UK residence and domicile rules
- Comfortable researching tax legislation and HMRC guidance
- Confident communicator with a proactive, client-focused approach
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The Company
What We Do
Moore Kingston Smith is a multi-disciplinary advisory, tax, and audit firm with expertise across multiple sectors, uniquely positioned to help people realize their ambitions.
