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Private client tax senior associate

Oldbury
Insite Public Practice Recruitment Limited
Posted: 15 May
Offer description

Job Description

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.

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