Private Client Senior Tax Associate

Levitate Recruitment; Birmingham; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy and business advisory firm in Birmingham seeks a Private Client Senior Tax Associate to provide tax compliance and advisory services. The role involves managing a diverse portfolio of high-net-worth individuals, alongside opportunities for career progression. Ideal candidates will be degree educated, qualified (CTA/ACA), and have experience in tax compliance.

Qualifications

• Educated to degree level and/or CTA and/or ACA qualified or equivalent.
• Previous experience in tax compliance within a professional practice.
• Experience managing client portfolios is preferred.

Responsibilities

• Deliver client work and manage projects within your portfolio.
• Assist trainees with technical matters.
• Liaise with HMRC as needed.

Skills

Tax compliance

Tax advisory

Client portfolio management

Education

Degree level education

CTA or ACA qualified

Job description

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Private Client Senior Tax Associate, Birmingham

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Client:

Levitate Recruitment

Location:

Birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7ec6256a5375

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Levitate Recruitment have been engaged to recruit a Private Client Tax senior associate for a top 10 accountancy and business advisory firm in Birmingham

In joining this team, you will be providing tax compliance and advisory services for a wide range of clients across the London region and overseas. The private client team focus on HNWIs including tax areas such as international (residence, non-doms and overseas trust/company structures) private equity, UK property, trusts and owner-managed businesses.

The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients whilst also providing assistance to the senior management team in the Midlands.

There will be an opportunity for you to step up to Assistant Manager level subject to experience, performance, appraisal and assessment.

Role:

• Take responsibility for the delivery of client work and specific projects within your portfolio.
• Assist the trainees with technical and procedural matters
• Liaise with HMRC when required
• Ensure assignments are completed within agreed budgets and timescales
• Identify risk and technical matters
• Ensure that the firm’s quality control procedures are adhered to
• Participate in bids/proposals for new work as requested and develop professional relationships with clients and within the firm
• Pay attention to self-development and continuing professional education with a view to progressing within the firm.

Requirements:

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent
• Previous experience of working in professional practice within tax compliance
• Tax advisory experience would be preferable but not essential
• Experience of managing client portfolios