Private Client Tax Senior Associate

ACCA Careers; Henley-on-Thames; On-site; GBP 45,000 - 60,000; Full time

Job summary

Join a leading national audit and tax firm as a Private Client Tax Senior Associate. In this role, you will manage client portfolios, ensuring tax compliance while providing proactive advice. The position emphasizes personal development and teamwork within a supportive environment.

Benefits

Flexible benefits

Competitive salaries

Investment in development

Qualifications

• Experience managing a portfolio of private clients.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Manage taxation relationships with clients, ensuring compliance.
• Oversee personal tax compliance cycle and liaise with HMRC.
• Delegate and review work of tax assistants.

Skills

Client Service

Analytical Skills

Team Player

Education

ATT and/or CTA qualification

Tools

Microsoft Office

Excel

CCH

IRIS

Job description

Join to apply for the Private Client Tax Senior Associate role at ACCA Careers.

About Crowe

Crowe is a leading national audit, tax, advisory, and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks worldwide, with access to over 40,000 professionals across more than 140 countries and 800+ offices.

Our vision is to be recognized as essential to our clients' future success by providing high-quality audit, tax, advisory, and consulting services that help them make smart decisions and create lasting value.

Crowe fosters a supportive environment where talented individuals can realize their potential, succeed, and enjoy their work by making a positive impact on clients, communities, and colleagues. We value diversity and aim to create an inclusive culture where everyone can flourish and achieve their full potential.

Senior Associate – Private Client Tax

The Private Client team in Reading comprises around 8 professionals and is part of a larger tax team of approximately 30, offering corporation tax, VAT, and other specialist services. This role focuses on managing a portfolio of clients, ensuring timely tax compliance, and providing tax advice.

Requirements

• ATT and/or CTA qualification or near qualification (preferred).
• Experience managing a portfolio of private clients.
• Proficiency in Microsoft Office, especially Excel; experience with CCH and IRIS is advantageous.
• Strong client service passion.
• Energetic, enthusiastic, and results-oriented.
• Desire for personal development and career growth.

Qualities We Seek

• Team player with good understanding of diverse perspectives and a proactive approach to improving work and service quality.
• Willingness to learn new skills and adapt to technological and procedural changes.
• Efficient work execution, delivering high-quality service, and leveraging Crowe UK’s capabilities.
• Role model for junior team members, providing coaching and support.
• Adherence to risk management policies.
• Timely delivery of work within budget and quality standards.
• Strong analytical skills to gather relevant information, identify relationships, and develop practical solutions.

Your Client Responsibilities

You will manage taxation relationships with clients, ensuring compliance with filing and payment obligations, and providing proactive tax advice. Typical tasks include:

• Managing personal tax relationships for individuals and some family trusts.
• Overseeing the personal tax compliance cycle, liaising with HMRC, and adapting to changes such as MTD.
• Delegating and reviewing work of tax assistants.
• Communicating with third parties like investment managers and banks.
• Handling HMRC inquiries and providing technical tax advice.
• Participating in tax advisory services and client meetings for tax planning.
• Supporting other tax areas post-peak season, with training provided.

Why Choose Crowe?

We prioritize our people, fostering a collaborative, inclusive, and innovative culture. We invest in your development, offer competitive salaries, and flexible benefits. Our environment supports growth, and we are committed to diversity and equal opportunity.

Application deadline: 20 June 2025. For more information and to apply, please visit our website via the “Apply” button below.