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Private Client Tax Senior Associate

Insite Public Practice Recruitment Limited
Posted 7 days ago, valid for 10 days
Location

Oldbury, West Midlands B69 4RJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for a Private Client Tax Senior Associate at a leading national audit, tax, advisory, and consulting firm with a global presence.
  • Candidates should have a minimum of 3 years of experience in private client tax and hold an ATT and/or CTA qualification or be near qualification.
  • The position involves managing a portfolio of high-net-worth individuals, leading the personal tax compliance cycle, and providing tax planning advice.
  • The firm offers a competitive salary, with opportunities for career development, a diverse client base, and a collaborative culture.
  • This role is ideal for tax professionals looking to elevate their careers while enjoying a work-life balance and inclusive environment.

PRIVATE CLIENT TAX SENIOR ASSOCIATE!

ELEVATE YOUR TAX CAREER WITH A GLOBAL LEADER

Are you a tax professional looking to take your career to the next level? Do you thrive on building relationships with high-net-worth individuals and finding creative solutions to complex tax challenges? I am looking for someone just like you.

More About Them:

My client is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. They are currently one of the top 10 accounting networks worldwide-they offer access to more than 40,000 professionals across 140+ countries and 800+ offices globally.

The Private Client team is known for delivering exceptional tax compliance and advisory services to a diverse portfolio including owner-managed businesses, partners, and high-net-worth individuals with complex financial affairs.

The Role:

As a Senior Associate in the Private Client Tax team, you'll manage meaningful client relationships while developing your technical expertise and leadership skills. This is a role where you'll make a genuine impact-both for your clients and your career.

You'll have responsibility for:

  • Managing a portfolio of high-net-worth individuals and owner-managed businesses
  • Leading the personal tax compliance cycle from preparation to filing and payments
  • Providing proactive and reactive tax planning advice for UK and international matters
  • Setting up and leading client meetings to discuss tax affairs and planning opportunities
  • Delegating and reviewing work of junior team members
  • Liaising with HMRC, investment managers, stockbrokers, and other third parties
  • Handling HMRC enquiries with confidence and expertise

What You'll Bring:

  • ATT and/or CTA qualification (or near qualification)
  • Experience in private client tax
  • Strong Microsoft Office skills, particularly Excel
  • A passion for exceptional client service
  • Energy, enthusiasm, and results-focused approach
  • Ambition to develop your career in tax

Why Choose Them?

  • Career Development: They're committed to building careers, not just filling positions. You'll have clear pathways for progression with support to achieve your professional goals.
  • Diverse Client Base: Work with an interesting and varied portfolio of clients, each with unique needs and challenges.
  • Collaborative Culture: Join a team that values different perspectives and works together to deliver exceptional client service.
  • Work-Life Balance: They understand that brilliant work comes from balanced lives.
  • Inclusive Environment: They're building a community where everyone is valued and can flourish regardless of background, identity, or experience.
  • Global Exposure: Access to the international network provides opportunities to work on cross-border matters and collaborate with colleagues worldwide.

Join The Team:

My client are creating a place where talented people can realize their potential, be successful, and enjoy what they do by making a positive difference to clients, communities, and each other. If you're ready to take the next step in your tax career with a firm that will invest in your growth and development, I want to hear from you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.