The Private Client department comprises 25 specialist staff and is headed by 4 Partners and a 4 Directors.
We require an ATT qualified Senior to join our Private Client Tax team.
Reporting to the Managers, Directors and Partners, the Senior will have their own interesting and varied portfolio of clients including a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and international clients. They will be expected to support on projects and ad-hoc advice where necessary.
Key Responsibilities
Preparing tax returns for review by the Manager
Interfacing between clients and managers
Assisting with general private client issues and suggesting tax planning opportunities for clients within their portfolio
Communicating and corresponding with HMRC
Communicating with and answering queries from clients
Assisting with the training and supervision of more junior members of staff
Other ad-hoc duties in line with the role
Skills, Knowledge & Expertise
Demonstratable personal tax experience within a practice environment
Accurate work, displaying initiative with minimal supervision
A proactive attitude
Successful work as a team member
An ability to work under pressure and to be able to prioritise
Good communication skills
Good knowledge of Microsoft software
Good organisational skills
Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and international clients
A basic knowledge of capital gains tax, treatment of foreign income, capital allowances, tax credits, and inheritance tax
The successful candidate will already be ATT qualified. We would be willing to support any remaining CTA papers after successful completion of a probationary period. We would also prefer the successful candidate to have some working knowledge of Digita software, although training will be provided if not.
Job Benefits
Group Life Cover
22 days holiday on commencement + bank holidays (some of which are flexible)
Buying and Selling Holiday Scheme
Hybrid working policy - at least 2 days in the office a week, with a core hours system in place
PHI (Permanent Health Insurance)
Non-Contributory Health Cash Plan
Enhanced maternity and paternity packages
Season Ticket Loan (after qualifying period)
Discounted Gym Membership
Discounted Tastecard
Perkbox Membership
Pension Scheme
Cycle voucher scheme
About HW Fisher
HW Fisher is a top UK chartered accountancy firm and proud member of the Sumer Group, one of the top 13 accounting firms in the UK. Sumer comprises a network of over 2,200 professionals, offering deep expertise and national reach while preserving the boutique attention of its member firms.
We are a commercially focused organisation delivering a personal, partner-led service to a broad client base: from entrepreneurial SMEs and large corporates to not-for-profit organisations and high-net-worth individuals.
Founded in 1933, HW Fisher now includes 26 partners and over 320 staff, offering a wide range of services -- including audit, corporate and private client tax, VAT, forensic accounting, and industry-focused advisory work. Our reputation is built on quality, integrity, and delivering expert guidance with a hands-on, collaborative approach.
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