Private Client Tax Senior Associate

Insite Group; Essex; On-site; GBP 40,000 - 45,000; Full time

Job summary

Insite Group seeks a Private Client Tax Senior Associate to manage high-net-worth individuals' tax compliance and planning. Ideal candidates will excel in client relations and possess a strong tax background, contributing to a collaborative environment focused on career development and client service.

Benefits

Career development opportunities

Diverse client base

Collaborative culture

Work-life balance

Inclusive environment

Global exposure

Qualifications

• Experience in private client tax is necessary.
• Proficient Microsoft Office skills required, especially in Excel.
• Strong client service orientation and enthusiasm for tax.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Lead personal tax compliance from preparation to filing.
• Provide proactive tax planning advice.

Skills

Client service

Tax compliance

Portfolio management

Tax planning

Leadership

Microsoft Excel

Job description

3 days ago Be among the first 25 applicants

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Elevate Your Tax Career With A Global Accountancy Practice Leader!

Private Client Tax Senior Associate Vacancy

Are you a tax professional looking to take your career to the next level? Do you thrive on building relationships with high-net-worth individuals and finding creative solutions to complex tax challenges? I am looking for someone just like you.

Job Title: Private Client Tax Senior

Salary: Up to £44,500!

More About Them:

My client is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. They are currently one of the top 10 accounting networks worldwide-they offer access to more than 40,000 professionals across 140+ countries and 800+ offices globally.

The Private Client team is known for delivering exceptional tax compliance and advisory services to a diverse portfolio including owner-managed businesses, partners, and high-net-worth individuals with complex financial affairs.

The Role:

As a Private Client Tax Senior Associate, you'll manage meaningful client relationships while developing your technical expertise and leadership skills. This is a role where you'll make a genuine impact-both for your clients and your career.

You'll have responsibility for:

• Managing a portfolio of high-net-worth individuals and owner-managed businesses
• Leading the personal tax compliance cycle from preparation to filing and payments
• Providing proactive and reactive tax planning advice for UK and international matters
• Setting up and leading client meetings to discuss tax affairs and planning opportunities
• Delegating and reviewing work of junior team members
• Liaising with HMRC, investment managers, stockbrokers, and other third parties
• Handling HMRC enquiries with confidence and expertise

What You'll Bring:

• Experience in private client tax
• Strong Microsoft Office skills, particularly Excel
• A passion for exceptional client service
• Energy, enthusiasm, and results-focused approach
• Ambition to develop your career in tax

Why Choose Them?

• Career Development: They're committed to building careers, not just filling positions. You'll have clear pathways for progression with support to achieve your professional goals.
• Diverse Client Base: Work with an interesting and varied portfolio of clients, each with unique needs and challenges.
• Collaborative Culture: Join a team that values different perspectives and works together to deliver exceptional client service.
• Work-Life Balance: They understand that brilliant work comes from balanced lives.
• Inclusive Environment: They're building a community where everyone is valued and can flourish regardless of background, identity, or experience.
• Global Exposure: Access to the international network provides opportunities to work on cross-border matters and collaborate with colleagues worldwide.

Join The Team:

My client are creating a place where talented people can realize their potential, be successful, and enjoy what they do by making a positive difference to clients, communities, and each other. If you're ready to take the next step in your tax career with a firm that will invest in your growth and development, I want to hear from you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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