Hays are working in partnership with a highly regarded regional accountancy firm to appoint a Senior Tax Associate into their expanding Private Client team.This is an excellent opportunity for a tax professional to take ownership of a diverse portfolio, gain exposure to high-quality advisory work, and position themselves for progression towards Manager and beyond within a supportive and technically strong environment.
The RoleThis varied role willbine technicalpliance oversight with exposure toplex advisory work across a broad private client base.
Taxpliance
1. Manage a portfolio of personal tax clients, ensuring all key deadlines andpliance obligations are met
2. Deliver high-quality personal tax returns with minimal review points (“right first time”)
3. Build and maintain strong relationships with clients, including those withplex tax affairs
4. Utilise tax software, Excel and technical resources effectively to ensure accuracy and efficiency
Tax Advisory
5. Support on advisory assignments including:Inheritance Tax (IHT) and Capital Gains Tax (CGT) planningInternational tax mattersBusiness exits and succession planning
6. Work closely with senior managers and partners to delivermercially focused advice
7. Assist in identifying advisory opportunities within your portfolio
8. Contribute to business development and strengthening long-term client relationships
Responsibilities & Impact
9. Demonstrate strong judgement, anticipating client needs and identifying risks and planning opportunities early.
10. Take ownership of assignments, contributing to quoting, billing and overall portfolio profitability
11. Ensure high technical standards and robust risk management across your work
12. Play an active role in developing junior team members through effective delegation, coaching and feedback
13. Act as a key point of contact within the team, contributing to a collaborative and high-performing culture.
About You
14. CTA qualified (or qualified by experience at an equivalent level)
15. Proven experience managing personal taxpliance and advisory work
16. Strong technical knowledge, particularly across private client tax, with exposure to IHT and CGT
17. Confident in interpreting legislation and delivering clear,mercially focused advice
18. Strong interpersonal skills with the ability to build trusted client relationships
19. Experience supporting or mentoring junior staff
Why Apply?
20. Clear progression to Manager and beyond, with structured support
21. Exposure to high-quality advisory work andplex client portfolios
22. Collaborative culture with strong partner interaction and visibility
23. Flexible / hybrid working and a regional footprint offering excellent work-life balance