Private Client Tax Assistant
Private Client Tax Assistant - Join a Prestigious Local Practice!
Are you a trainee or newly qualified tax professional seeking your next step with a reputable, established practice? My clients Private Client Tax department combines the prestige and expertise of a top-tier firm with the flexibility and personal development opportunities of a progressive local practice.
With decades of established excellence in private client services, they're the trusted advisors to high-net-worth individuals across Hertfordshire and London. Now I'm looking for an ambitious Tax Assistant to join their close-knit, supportive team.
Job Title: Private Client Tax Assistant
Location: Hertfordshire, St Albans
Salary: Up to £37,000!
Why This Role is Perfect for Your Development:
- Accelerated Learning: Work directly alongside Partners and Senior Managers on complex, high-value cases
- True Work-Life Balance: Genuine hybrid working (3 days St Albans office) - no lip service to flexibility
- Clear Career Path: Structured progression in a firm known for promoting from within
- Quality Over Quantity: Selective client base means varied, interesting work rather than volume processing
Your Day-to-Day Impact -
Technical Excellence:
- Prepare sophisticated personal tax returns for affluent clients
- Navigate complex capital gains tax scenarios
- Handle sensitive HMRC correspondence and negotiations
- Research cutting-edge tax planning strategies
Client Relationship Building:
- Direct client interaction from day one
- Attend high-level client meetings in professional settings
- Build lasting relationships with successful business owners and professionals
- Experience the advisory side of tax, not just compliance
Professional Growth:
- Mentorship from industry-respected Partners
- Exposure to estate planning, trust work, and international tax matters
- Develop commercial awareness through fee management and proposal work
The Individual:
- Some tax experience (practice or study-based)
- ATT studies commenced or completed (they will support your journey)
- Genuine interest in private client work
- Professional communication skills and presentation
- Eager to progress beyond basic compliance work
- Attracted to advisory opportunities
- Values quality training and mentorship
- Seeks stability with a respected local employer
Why Their Trainees Choose to Stay and Grow:
- Established Reputation: 30+ years serving discerning private clients
- Investment in You: Study support, professional development budget
- Local Focus: Deep community roots, established client relationships
- Partner Accessibility: Work directly with decision-makers, not just middle management
- Flexible Progression: ATT to CTA pathway supported and encouraged
This isn't just another tax role - it's your gateway to becoming a trusted private client advisor with one of the region's most respected practices.
