Private Client Tax Supervisor - Independent Firm

Private Client Tax Supervisor - Independent Firm

Private Client Tax Supervisor - Independent Firm

£48,000 plus benefits

West London/Hybrid working

Our client is a leading independent firm of accountants with a growing reputation for quality with offices throughout the Southeast. The Private Client Tax team are looking for a Private Client Tax Supervisor to join their exciting and growing team in Ealing.They are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work.





The role requires you to take ownership of the portfolio and manage a tax junior staff member under the guidance of a Manager.The preferred will have at least three years personal tax experience with a track record of portfolio management.Key Responsibilities:* Dealing with all day-to-day requirements for a Private Client portfolio, comprising of a mix of clients with varied sources of income e.g., earned and investment income.* Primary point of contact for clients.* Dealing with partnerships and high net worth individuals.* Liaising with colleagues outside the Private Client team on client matters e.g., with the General Practice/audit/accounting team.* Dealing with a range of capital gains tax issues.* Assisting with or dealing with the delivery of technical advisory work on the portfolio.* Assisting with one off advisory and compliance assignments.* Attending client meetings.* Proposing fees, raising client bills and regularly reviewing WIP.Technical expertise:* Already ATT qualified and ideally studying for the CTA qualification (or already CTA qualified).* Experience of the various aspects of Self-Assessment and preparation of tax computations.* Experience of basic private client advisory work.* Advising on EIS,





VCT and SEIS investment reliefs for private clients.* Knowledge of UK tax residence and domicile rules preferred.* Ability to proactively use tax legislation, HMRC guidance and other tax resources to support or research technical issues encountered on client work.Client experience:* Private clients and proprietors of owner-managed businesses (self-employed, partnerships and small companies).* Non-UK domiciled and non-UK resident clients.* UK based high net worth individuals.* Property owning clients.

To apply simply contact John at Pro Tax at or call on

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age,





neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

▶️ Private Client Tax Supervisor - Independent Firm
🖊️ Pro-Tax Recruitment
📍 London