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Roles within Accountancy Practice – Private Client Tax

Roles within Accountancy Practice – Private Client Tax

Accountancy practices play a vital role in ensuring that individuals, businesses, and organisations manage their finances and taxes effectively. Within an accountancy practice, there are various roles that individuals can hold, including Private Client Semi Senior, Senior, Manager, Director, and Partner. In this blog, we will explore the role of each of these positions within the context of an accountancy practice.

Private Client Semi Senior

A Private Client Semi Senior is a relatively junior position within an accountancy practice. In this role, individuals are responsible for assisting more senior team members with the preparation of tax returns and financial statements for individuals and trusts. They may also assist with other tasks such as bookkeeping, VAT returns, and payroll. This is a great position for those who are just starting their career in accountancy and who are looking to gain experience and develop their skills.

Private Client Senior

A Private Client Senior is a more senior position within an accountancy practice. In this role, individuals are responsible for managing a portfolio of clients and ensuring that their tax affairs are in order. This may involve preparing tax returns, advising clients on tax planning, and communicating with HM Revenue and Customs (HMRC) on behalf of clients. Private Client Seniors may also supervise and mentor more junior team members.


A Manager within an accountancy practice is responsible for managing a team of accountants and overseeing the work of their team. They are responsible for ensuring that their team meets deadlines and delivers high-quality work to clients. Managers may also be responsible for developing and maintaining client relationships and for identifying opportunities to provide additional services to clients.


A Director within an accountancy practice is a senior management position. In this role, individuals may be responsible for managing multiple teams within the practice and for developing the overall strategy for the practice. Directors may also be responsible for developing new business and for maintaining relationships with existing clients. They work closely with other senior management and partners to ensure that the practice operates effectively and efficiently.


A Partner within an accountancy practice is the most senior position. Partners are responsible for the overall management of the practice, including setting the strategy and vision for the practice, managing client relationships, and developing new business. They may also be responsible for overseeing the work of other partners and directors within the practice. Partners are usually equity partners, which means that they have a share in the ownership of the practice and are entitled to a share of the profits.

It’s worth noting that the roles mentioned above within an accountancy practice often require a certain level of qualification. For example, most Private Client Seniors and Managers will have achieved a recognised accounting qualification such as the ACA, ACCA, CTA or CIMA. However, there are also opportunities for those who are part-qualified or who are looking to start their accountancy qualifications. Aspiring accountants can often join an accountancy practice in a junior position and work towards their qualifications whilst gaining practical experience. Many firms also offer training and support to help employees progress in their careers. It’s always worth checking the specific requirements for the role you are interested in and researching the relevant qualifications to give yourself the best chance of success.

If you are currently seeking a new role within the accountancy sector or looking to hire a new team member, then look no further than Crowe Watson Recruitment. Our expert consultants have a wealth of experience within the industry and are dedicated to finding the best talent for your business. We work with a wide range of clients and candidates, from small accountancy practices to large multinational firms. Get in touch with us today to find out how we can assist you in your search.

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