Private Client Specialist

  • Location


  • Sector:

    Expatriate Tax, Personal Tax

  • Job type:


  • Salary:

    35000 - 75000

  • Contact:

    Jane Passingham

  • Contact email:

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Client:


Private Client Specialist




You will be part of the private client tax team in Salisbury working on tax advisory and tax compliance services to a wide range of clients on your portfolio and assisting others

Reporting into the Partner Private Client Tax Services work will encompass the following:

  • Reviews tax returns.
  • Manages HMRC enquiries.
  • Day to day responsibility for compliance clients.
  • Monitoring time limits and elections for compliance portfolio i.e. manage Taxpoint.
  • Reviews HMRC correspondence of compliance and advisory nature.
  • Planning/advisory projects.
  • Assisting Partners in more complex planning/advisory projects.
  • Contribute at client meetings.
  • Responsible for billing and monitoring budgets.
  • Delegates tasks and reviews work from trainees/seniors.
  • Maintain technical knowledge.
  • Ensuring relevant client deadlines are met.
  • Training and development
  • Attend internal training sessions.
  • Acts as coach for trainees
  • Appraises trainees
  • May present at technical training sessions
  • Assisting other staff members
  • Provide support to other staff members and partners on chargeable and non-chargeable work when required.


  • Ensuring relevant client deadlines are met.
  • Ensuring procedures are adhered to.
  • Involvement in some departmental administrative tasks.


  • Relevant professional qualification(s) (CTA and/or ACA)

Key Experience/Skills:

  • Significant private client tax experience gained within the professional services and or industry
  • Technically capable tax adviser who is able to assist in complex client work
  • Demonstrable experience of managing people
  • Appetite to grow business development skills
  • Strong IT skills

Salary dependent on level and experience. Tax Senior - Tax Senior Manager