Position: Senior Associate, Private Client Tax
Location: Oldbury
About the Opportunity
I am working with a leading national audit, tax, advisory, and consulting firm that is seeking a Senior Associate to join their Private Client Tax team in Oldbury. The Private Client team provides tax compliance and advisory services to a wide range of clients, including high-net-worth individuals, owner-managed businesses, and partners.
This is an exciting opportunity for someone with experience in the professional and private client sectors who is looking to build a career with a growing and supportive team. You will be involved in delivering high-quality advisory services, managing client relationships, and contributing to the development of the firm’s services.
Key Responsibilities
1. Provide clients with proactive and reactive tax planning services, both in the UK and overseas.
2. Take an active role in advisory services, working with clients from various departments and offices.
3. Run meetings with clients to discuss their tax affairs and future planning opportunities.
4. Manage personal tax relationships for a portfolio of clients, helping them comply with tax filing and payment obligations.
5. Oversee the personal tax compliance cycle, including tax computations, returns, and liaising with clients and HMRC.
6. Delegate preparatory tasks to junior staff and review their work for accuracy and completeness.
7. Handle tax-related enquiries from HMRC on behalf of clients.
8. Develop and maintain relationships with other agents and third parties, such as investment managers and banks.
Candidate Requirements
1. ATT and/or CTA qualification (or nearing completion).
2. Significant experience in the professional and private client sectors.
3. Strong knowledge of Microsoft Office, especially Excel.
4. Excellent communication skills, both written and verbal, with a focus on client service.
5. Ability to deliver high-quality work while meeting deadlines.
6. A passion for client service and a proactive approach to problem-solving.
7. Desire for personal development and career progression.
What You Can Expect
This firm places a strong emphasis on employee growth and offers a collaborative, inclusive work culture. You will have the opportunity to build a rewarding career with continued learning, development, and competitive salaries. Flexible benefits and a strong work-life balance are also part of the firm’s commitment to creating the best environment for its people.
Why Join This Firm?
With cutting-edge resources and a culture that values innovation, this firm provides the perfect environment for career development. You will be encouraged to contribute your ideas, work on exciting projects, and make a difference for clients and communities.
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