Private Tax Senior - Boutique Accounting Firm, Tamworth About the Firm Our client is a growing boutique accounting firm based in Tamworth, providing personalized tax and accounting services to a diverse portfolio of clients. Their client-focused approach and technical excellence have established them as trusted advisors in the local business community. Due to continued growth, they are seeking a Private Tax Senior to join their dynamic team. Role Overview As a Private Tax Senior, the successful candidate will play a crucial role in delivering high-quality personal tax services to clients while supporting the development of junior team members. They will manage a varied portfolio of private clients, providing both compliance and advisory services across all aspects of personal taxation. Key Responsibilities Prepare and review complex personal tax returns for high-net-worth individuals, sole traders, and partnerships Manage a portfolio of private clients, serving as their primary point of contact for tax matters Identify tax planning opportunities and provide proactive advice to minimize tax liabilities Handle capital gains tax calculations and planning for asset disposals Advise on inheritance tax planning and wealth succession strategies Correspond with HMRC on behalf of clients, resolving queries and negotiations Support and mentor junior team members, reviewing their work and providing technical guidance Communicate effectively with clients, explaining complex tax concepts in clear, understandable terms Ensure all work is completed to a high standard and within agreed deadlines Stay current with personal tax legislation changes and ensure these are communicated to clients where relevant Contribute to business development initiatives and assist with proposals for new private clients Required Qualifications & Experience Part-qualified or qualified in ATT, CTA, ACA, or ACCA Minimum 3 years' experience in personal tax, preferably in a practice environment Strong technical knowledge of UK personal tax legislation including income tax, CGT, and IHT Experience managing private client relationships and delivering excellent service Proficiency with tax software (e.g., CCH, Iris, TaxCalc) Excellent communication skills, both written and verbal Strong organizational abilities and attention to detail Ability to work independently while contributing effectively to the team Desirable Skills Experience with tax advisory work for private clients Knowledge of non-domicile taxation and residence issues Experience with trusts and estates Experience mentoring junior staff Familiarity with the local business community