Financial Services, Private Client UK Tax - Senior Associate

TN United Kingdom; London; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player in financial services is seeking a Senior Associate for their Private Client Tax team. This role offers the chance to advise clients on UK tax obligations and navigate complex tax landscapes. You'll engage directly with clients, providing insights and solutions to their tax challenges while ensuring compliance with evolving regulations. The company values diversity and offers a supportive environment where you can thrive. If you have a strong background in UK tax and enjoy working with private clients, this is an exciting opportunity to make a meaningful impact.

Benefits

Flexible working arrangements

Private medical cover

Virtual GP access

Volunteering days

Qualifications

• Experience working with Private Clients in UK Tax.
• Ability to navigate complex tax scenarios and provide insights.

Responsibilities

• Act as primary contact for clients, addressing their tax-related queries.
• Review and explain complex UK tax returns and calculations.

Skills

UK Tax Knowledge

Client Communication

Tax Structuring

Education

ACA qualification

CTA qualification

Job description

The job description provided is quite detailed but can be improved in terms of formatting and clarity. Here is a refined version:

Job Title: Financial Services, Private Client UK Tax - Senior Associate

Employer Location: London, United Kingdom

Salary: Competitive

Closing Date: 31 May 2025

Sector: Financial Services

Job Category: Customer Service

Job Reference: 1cd95a629822

Job Views: 5

Posted: 07.05.2025

Expiry Date: 21.06.2025

About the Role

A career in our Financial Services Tax practice, within Private Client Tax, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their cross-jurisdictional affairs. You'll advise clients on their UK tax affairs, act as a trusted advisor, and provide insights on tax considerations in financial decisions. Additionally, you'll help individuals understand the primary tax rights in various scenarios and advise on the tax implications of fund movements.

Our team assists private clients in navigating the complex UK tax landscape and managing international tax reporting requirements. You'll support clients with tax structuring and address challenges posed by the evolving tax environment.

What Your Days Will Look Like

• Act as the primary contact with clients, responding to their issues and questions.
• Explain client positions and reconcile notices or letters.
• Review complex UK tax returns initially.
• Ensure calculations and reports clearly demonstrate your thought process, proactively flag issues, and explain the client's ultimate tax position. Conduct research and propose reporting decisions with reasoning.
• Review proposed bills.

This Role Is For You If

• You possess UK Tax Knowledge
• You have experience working with Private Clients
• You hold an ACA or CTA qualification (or international equivalent) or have equivalent work experience, including international candidates qualifying through experience in their home country.

What You'll Receive From Us

We offer a range of benefits designed to support and recognize your contributions, including flexible working arrangements, private medical cover, virtual GP access, volunteering days, and more.

About the Company

We are committed to embedding our core values, culture, and behaviors throughout our organization. Our purpose is to build trust in society and solve important problems for our clients and communities. We embrace diversity and aim to create a supportive environment where our people can thrive and make a meaningful impact.

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