Job Description

Private Client Tax Senior

Ipswich

An established and people-focused accountancy practice is seeking a Tax Senior to join its Private Client, Trust and Probate team based in Ipswich. This opportunity is ideal for a tax professional looking to work in a dynamic, flexible environment with strong emphasis on personal development, client care and career progression.
You will manage a diverse portfolio of personal tax and/or trust clients, while supporting the wider team with compliance and advisory work. The role involves hands-on preparation and review of Self-Assessment tax returns, mentoring junior team members and contributing to business development initiatives.

Role Responsibilities

Manage a portfolio of private clients, including HNWIs and trusts, with varying levels of complexity. Review and prepare personal tax and trust returns, ensuring compliance and quality. Provide tailored tax planning advice and support on advisory projects. Build and maintain strong client relationships, identifying potential opportunities for additional services. Actively contribute to the development of team members through coaching and mentoring. Maintain high levels of accuracy, efficiency and professional conduct in all client interactions. Assist with internal process improvements to enhance workflow and client experience.

Personal Requirements

Professionally qualified (ATT or CTA essential). Post-qualified experience within a professional services environment, with proven ability to manage a client portfolio. Experience of mentoring or supporting junior staff. Confident communicator with strong written and verbal skills. Commercially aware with a solutions-focused mindset. Organised, proactive and able to prioritise workloads effectively. Able to maintain strict confidentiality and deliver high levels of client service. Experience with trust clients desirable but not essential.

Benefits

Holiday 27 days plus bank holidays Life Assurance Pension 5% employee 6% employer Medicash Plan 10 days paid sickness Professional subscriptions Group Income Protection Annual salary review Option to purchase PMI
If you're looking to join a supportive, growth-oriented tax team where you can make a real impact, while enjoying flexibility, autonomy, and a collaborative culture, we'd love to hear from you.

Job Types: Full-time, Permanent

Pay: From 30,000.00 per year

Schedule:

Monday to Friday
Work Location: In person

Reference ID: 24483