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- Tasks: Manage your own client portfolio and deliver high-quality tax compliance and planning services.
- Company: Join a respected boutique advisory firm known for bespoke tax services to high-net-worth clients.
- Benefits: Enjoy hybrid working options, competitive salary, and a tailored benefits package.
- Why this job: Be part of a supportive culture that values your ideas and offers clear paths for career progression.
- Qualifications: ATT and/or CTA qualified or near completion with experience in personal tax.
- Other info: The firm promotes inclusivity and welcomes applicants from diverse backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Senior Associate – Private Client Tax | Boutique Advisory Firm
Are you a rising star in Private Client Tax looking to take the next step in your career with a highly respected and growing advisory firm?
We\’re working with a well-established, mid-tier accountancy and advisory group known for delivering bespoke tax planning and compliance services to a high-calibre client base. These include HNWIs, entrepreneurs, professional partners, family offices, and other complex private client structures.
This is an opportunity to join a forward-thinking private client team that puts people – both clients and colleagues – at the heart of everything it does. The firm is proud of its inclusive culture, flexible working approach, and strong track record of internal promotion and long-term career development.
The Role:
As a Senior Associate, you\’ll take ownership of your own client portfolio, working closely with Partners and Directors on complex UK and international tax affairs. This is a blended compliance and advisory position with direct client contact, scope to develop your technical skills, and support for progression to Manager and beyond.
Key Responsibilities:
- Managing a portfolio of private clients including self-employed individuals, business owners, and wealthy families.
- Delivering high-quality personal tax compliance and proactive planning services.
- Advising on a wide range of UK and international tax matters including residence, domicile, CGT, IHT and trust planning.
- Overseeing junior staff and reviewing work as part of the firm\’s commitment to technical excellence and mentoring.
- Liaising directly with HMRC, legal advisers, wealth managers and other professional intermediaries.
- Running client meetings, providing insight and value-added recommendations.
What We\’re Looking For:
- ATT and/or CTA qualified (or near completion).
- Solid experience in personal tax within a professional services environment.
- A confident communicator who enjoys client interaction.
- A detail-oriented mindset with a passion for problem-solving and planning.
- Strong Excel and general IT skills.
- A collaborative team player who is also comfortable working independently.
Why Join This Firm?
- No red tape or bureaucracy – your ideas and initiative will be valued.
- A culture built on trust, support, and professional development.
- Real flexibility – hybrid working options to suit your lifestyle.
- Competitive salary and tailored benefits package.
- Clear path to promotion with guidance and investment in your future.
Ready to Make a Move?
If you\’re looking to join a firm where your expertise will be recognised, your ambitions supported, and your contribution genuinely valued, let\’s talk.
Contact Andy Chaplin today for a confidential discussion:
andy.chaplin@pro-tax.co.uk
07877 121163
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Senior Associate Private Client - Birmingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate Private Client - Birmingham
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Research the firm’s recent projects and case studies. Understanding their approach to complex tax matters will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in their work.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and complex tax structures. Be ready to share specific examples of how you've successfully managed client portfolios and navigated challenging tax scenarios.
✨Tip Number 4
Showcase your soft skills, particularly your communication and teamwork abilities. The role requires direct client interaction and collaboration with colleagues, so be prepared to highlight instances where you've excelled in these areas.
We think you need these skills to ace Senior Associate Private Client - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax, particularly any work with high-net-worth individuals or complex client structures. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for private client tax and your understanding of the firm's values. Mention how your background aligns with their focus on bespoke services and client relationships.
Highlight Qualifications: Clearly state your ATT and/or CTA qualifications, or your progress towards completion. Emphasise any additional training or certifications that enhance your expertise in personal tax compliance and advisory.
Showcase Soft Skills: In your application, emphasise your communication skills and ability to work collaboratively. Provide examples of how you've successfully interacted with clients and mentored junior staff in previous roles.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Technical Knowledge
Be prepared to discuss your experience with UK and international tax matters, especially in areas like residence, domicile, CGT, IHT, and trust planning. Highlight specific examples from your past roles that demonstrate your expertise and problem-solving skills.
✨Demonstrate Client Interaction Skills
Since the role involves direct client contact, practice articulating how you build relationships with clients. Share anecdotes that illustrate your communication style and how you provide value-added recommendations during client meetings.
✨Emphasise Team Collaboration
The firm values a collaborative approach, so be ready to discuss your experiences working in teams. Talk about how you've mentored junior staff or collaborated with colleagues on complex projects, showcasing your ability to work both independently and as part of a team.
✨Express Your Career Ambitions
This position offers a clear path to promotion, so convey your long-term career goals. Discuss how you see yourself growing within the firm and how you can contribute to its success, aligning your ambitions with their commitment to professional development.
