Private Client Tax Senior - Droitwich

Private Client Tax Senior - Droitwich

Droitwich, Worcestershire

Hybrid Working

Competitive Salary

We are recruiting a Private Client Tax Senior for a well-established and growing accountancy and business advisory firm based in Droitwich. This is an excellent opportunity for an experienced tax professional to join a highly regarded Private Client Tax team, working with high-net-worth individuals, trusts, estates, and family wealth structures.

This role is ideal for an established Tax Senior seeking greater exposure to advisory work, or a tax professional looking to further develop their expertise within a supportive and progressive practice environment.

The Role

As a Private Client Tax Senior, you will play a key role in delivering personal, trust, and estate tax compliance services, while supporting senior colleagues with a range of advisory projects.

You will act as a primary point of contact for clients, gathering relevant information, managing relationships, and ensuring compliance obligations are completed accurately and on time. The role will involve preparing and reviewing self-assessment tax returns and claims for high-net-worth individuals, trusts, and estates, as well as preparing and submitting Capital Gains Tax, Income Tax, and Inheritance Tax reporting forms.

You will liaise directly with HMRC regarding enquiries, penalty notices, and compliance matters, while providing practical advice to clients on day-to-day tax queries.

Working closely with Senior Managers, Directors, and Partners, you will support a variety of tax planning assignments, including the preparation of inheritance tax and capital gains tax computations, wealth schedules, and documentation for advisory meetings.

The role will also involve contributing to departmental processes and efficiencies, as well as coaching and mentoring junior team members to support their professional development and ensure high standards of client service are maintained.

This position offers excellent exposure to both compliance and advisory work, providing strong opportunities for continued career development within private client taxation.

About You

You will have experience working within a private client tax environment, ideally gained within a UK accountancy practice or professional services firm.

You will possess strong technical knowledge of personal taxation, trusts, estates, and capital taxes, alongside experience preparing and reviewing self-assessment tax returns. Experience dealing directly with clients and HMRC is essential.

Strong communication and relationship-building skills, excellent attention to detail, and the ability to manage multiple deadlines are key to success in this role. Previous experience supporting or mentoring junior staff would be advantageous.

You will be proactive, client-focused, and keen to further develop your technical expertise and advisory capabilities within a growing private client tax team.

What's on Offer

Hybrid and flexible working

Ongoing training and CPD support

Exposure to high-net-worth individuals, trusts and estates

Opportunities to develop advisory and tax planning experience

Supportive and collaborative team culture

Mentoring and leadership opportunities

Clear progression opportunities within a growing firm

Location

Droitwich, Worcestershire

Easily commutable from Worcester, Bromsgrove, Redditch, Kidderminster, Malvern, Pershore, Stourport-on-Severn and surrounding areas

Apply

For a confidential discussion or to apply, please contact Jack Wood on or .