The Role
Manage a mixed private client personal tax portfolio, act as primary client contact, deliver compliance and advisory work (income, property, CGT), advise on investment reliefs, liaise with firm colleagues, handle fees, billing and WIP.
Summary Generated by Built In
We’re looking for an experienced Tax Senior to join our growing Private Client Tax team in our City or St Albans office. This is a great opportunity to take ownership of a varied personal tax portfolio while working closely with Managers, Directors and Partners on both compliance and advisory work.
You’ll act as the main point of contact for your clients, building strong relationships and delivering high quality tax solutions across a diverse client base, including high‑net‑worth individuals, owner managed businesses and partnerships.
You’ll act as the main point of contact for your clients, building strong relationships and delivering high quality tax solutions across a diverse client base, including high‑net‑worth individuals, owner managed businesses and partnerships.
Key Responsibilities
- Managing a mixed private client portfolio, covering all routine personal tax compliance
- Acting as the primary contact for clients and attending client meetings
- Advising individuals with earned, investment and property income
- Working with owner‑managed businesses, partnerships and high‑net‑worth individuals
- Handling a range of Capital Gains Tax matters
- Assisting with and delivering ad‑hoc private client advisory work
- Liaising with colleagues across the wider firm on client matters
- Proposing fees, raising bills and monitoring WIP and recoverability
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.
