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🔝Top 20 Accounting Firm - Personal Tax Semi-Senior / Senior - Associate Director or Director - Hybrid -📍Lancaster

  • Location

    Lancaster

  • Sector:

  • Contract Type:

    Permanent

  • Salary:

    £42,000 - £54,000

  • Contact:

    David Elliot

  • Contact email:

    david@clark-wood.co.uk

  • Contact phone:

    07909688757

  • Job ref:

    DE-18737

  • Published:

    22 days ago

  • Expiry date:

    2025-11-24

  • Consultant:

    David Elliot

Private Client Tax Senior – ATT / CTA Qualified

Location: Flexible / Hybrid Across the UK

The Firm

We’re working with a well-established national accountancy and advisory firm known for its strong private client offering and supportive culture. The firm provides expert tax and business advice to a wide range of clients, from entrepreneurs and family offices to high-net-worth individuals and trusts.

With continued growth across the UK, they’re looking for an experienced Private Client Tax Senior to join their expanding team.

The Role

This is an excellent opportunity for a motivated tax professional looking to take the next step in their career within a progressive and people-focused environment.

As a Private Client Tax Senior, you’ll manage a portfolio of private clients — including non-residents, non-domiciled individuals, and high-net-worth individuals — providing high-quality compliance and advisory services. You’ll act as a trusted adviser to your clients, supporting them on complex personal tax issues while developing your technical and commercial expertise.

Key Responsibilities:

  • Manage a varied portfolio of private clients and trusts, ensuring timely delivery of compliance work

  • Build and maintain strong relationships, acting as the main point of contact for clients

  • Review tax returns and computations prepared by junior team members

  • Keep clients informed about tax legislation changes and potential planning opportunities

  • Maintain a strong understanding of risk management and ensure all internal procedures are followed

  • Collaborate closely with colleagues across the wider tax and advisory teams

About You

  • ATT or CTA qualified (or working towards CTA)

  • Previous experience in private client or mixed tax within a professional practice environment

  • Strong technical knowledge of personal tax compliance

  • Confident communicator with a proactive approach to client service

  • Organised, detail-focused, and comfortable managing multiple deadlines

  • Keen to continue developing your advisory and leadership skills

What’s on Offer

  • Competitive salary and benefits package

  • Hybrid and flexible working arrangements

  • Full study support (where applicable) and mentoring

  • Generous annual leave, including your birthday off

  • Ongoing professional development and clear progression routes

  • A collaborative, down-to-earth working culture with genuine work-life balance

For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

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