Private Client Tax Senior

We are delighted to be recruiting on behalf of a prestigious firm of Chartered Accountants in Edinburgh for a Private Client Tax Senior. This opportunity offers a fantastic benefits package, including flexible working, a company pension, and much more! If you are an experienced tax professional looking to take the next step in your career, this role provides the perfect platform to develop and excel in a dynamic and supportive environment.

At Crowe Watson Recruitment, we pride ourselves on connecting talented professionals with exceptional opportunities, and this is no exception. The firm is renowned for its commitment to staff development, offering structured training programmes and progression opportunities, as well as the chance to work with a varied and prestigious client base. As a Private Client Tax Senior, you will play a key role in delivering high-quality tax services to clients while working alongside an experienced and supportive team.

The ideal candidate will have solid experience in personal tax compliance and advisory, coupled with excellent client relationship skills. Whether you are currently a Tax Senior looking for a new challenge or ready to step into this role from a similar position, this firm will provide you with the tools, resources, and environment to thrive.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative, and salary is dependent on experience.

Key Responsibilities

• Manage a portfolio of private clients, providing compliance and advisory services.
• Liaise with HMRC on behalf of clients, ensuring timely and accurate submissions.
• Provide advice on personal tax planning, including inheritance tax and capital gains tax.
• Work collaboratively with other departments to provide a seamless service to clients.
• Support junior team members with training and technical queries.

• Must have a minimum of 2 years previous experience working within a UK Practice environment.
• Strong technical knowledge of personal tax compliance and advisory.
• Excellent communication and client relationship management skills.
• ATT/CTA qualified or equivalent (part-qualified candidates will also be considered).
• Proactive and detail-oriented approach to work.