Senior Associate, Private Client Tax

KC Group Recruitment; Cheltenham; On-site; GBP 35,000 - 65,000; Full time

Job description

Position: Senior Associate – Private Client Tax

Location: Cheltenham, UK

About the Opportunity

I am currently recruiting for an exciting Senior Associate – Private Client Tax position in Cheltenham with a leading national audit, tax, advisory, and consulting firm. This is an excellent opportunity for individuals who are passionate about providing tax compliance and advisory services to a wide range of clients, including owner-managed businesses, partners, and high-net-worth individuals.

The Private Client team at this firm is committed to delivering exceptional client service while offering an environment that fosters professional development and career progression. As a Senior Associate, you will work with a varied portfolio of clients, delivering tax planning and advisory services both within the UK and internationally.

This is a great chance for anyone looking to take their career to the next level and be part of a firm that truly values its people and invests in their development.

Key Responsibilities

1. Provide proactive and reactive tax planning services to clients, including high-net-worth individuals, businesses, and partners, both in the UK and overseas.
2. Manage the tax relationship for a portfolio of clients, ensuring compliance with tax obligations and advising on their personal tax affairs.
3. Oversee the personal tax compliance cycle, including tax computations, returns, and payments, liaising with HM Revenue & Customs where necessary.
4. Set up and run meetings with clients to discuss their tax planning opportunities and ensure their needs are met.
5. Delegate preparatory tasks to supervisors and assistants, reviewing their work to ensure accuracy and quality.
6. Act as a role model for junior team members, offering on-the-job coaching and support.
7. Handle HM Revenue enquiries into tax returns for clients and support them in resolving any issues.
8. Work with third parties such as investment managers, stockbrokers, and banks when required.

Candidate Requirements

1. ATT and/or CTA qualification or near qualification is preferred.
2. Previous experience in the professional and private client sector.
3. Strong knowledge of Microsoft Office, especially Excel.
4. A passion for providing excellent client service.
5. Energy and enthusiasm to achieve results and take on new challenges.
6. A desire for continued personal and professional development.

Why Join?

This firm offers a supportive, inclusive, and friendly working culture, placing a strong emphasis on career development and flexible working arrangements. You will be given the resources and opportunities to grow your career and make a real difference in the private client tax space. The firm values diversity, new ideas, and innovation, offering a great environment to thrive in.

With a focus on professional development, competitive salaries, and flexible benefits, this firm is dedicated to creating the best environment for their people to succeed. If you're looking to progress in your career within the private client tax field, this is an ideal opportunity.