Private Client Tax Senior Associate, Financial Services

Ambition; England; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Private medical cover

Wellbeing benefits

Volunteering days

Lifestyle benefits

Job summary

Ambition is seeking a Private Client Tax Senior Associate to join its growing Financial Services Private Client team in the United Kingdom. You will work with high net worth and ultra high net worth individuals, entrepreneurs, and executives, delivering tailored personal tax and wealth structuring advice.

The role offers exposure to complex tax matters, a mix of compliance and advisory work, and a collaborative, high-performing environment with hybrid working arrangements and wellbeing benefits.

Qualifications

• Proven experience in private client tax within professional services.
• Strong technical knowledge of personal tax and wealth structuring.
• Experience advising high net worth individuals and business owners.
• Excellent communication and ability to manage stakeholders.

Responsibilities

• Manage a varied portfolio of private client tax engagements.
• Build and maintain strong client relationships as a trusted point of contact.
• Work with high net worth and internationally mobile individuals and executives.
• Prepare and review tax advice on personal tax and wealth structuring matters.
• Research tax legislation and provide practical solutions to complex issues.
• Support delivery of compliance and advisory projects.
• Delegate work and guide junior team members.
• Mentor and coach junior staff and collaborate with other service lines.

Skills

Private client tax

Tax advisory

Stakeholder management

Mentoring juniors

Job description

A leading global professional services firm is seeking an ambitious Private Client Tax Senior Associate to join its growing Financial Services Private Client team.

This specialist team advises a prestigious portfolio of high net worth and ultra high net worth individuals, entrepreneurs, investment professionals and privately owned businesses. Working alongside experienced tax specialists across multiple disciplines, you'll gain exposure to complex tax matters and play a key role in delivering tailored solutions to clients with sophisticated affairs.

This is an excellent opportunity for someone looking to broaden their technical expertise, develop their advisory skills and accelerate their career within a collaborative and high-performing environment.

Responsibilities

• Manage a varied portfolio of private client tax engagements.
• Build and maintain strong client relationships, acting as a trusted point of contact.
• Work with high net worth and internationally mobile individuals, business owners, investment professionals and senior executives.
• Prepare and review tax advice on a range of personal tax and wealth structuring matters.
• Research tax legislation and provide practical solutions to complex client issues.
• Support the delivery of both compliance and advisory projects.
• Delegate work effectively and provide guidance to junior team members.
• Mentor and coach junior staff, supporting their professional development.
• Collaborate with colleagues across different service lines to deliver a holistic client service.

About You

You will ideally have:

• Strong UK Private Client Tax experience gained within professional services.
• Solid technical knowledge across personal tax matters.
• Experience advising high net worth individuals, business owners, founders, executives and privately owned businesses.
• Strong analytical and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Experience managing multiple deadlines while maintaining a high standard of work.
• An interest in developing your advisory skills and progressing your career within a leading practice environment.

What's on Offer?

• Exposure to a high-profile and complex client portfolio.
• A broad mix of compliance and advisory work.
• Significant opportunities for learning, development and progression.
• A highly collaborative and supportive team culture.
• Hybrid working with flexibility around office and home working.
• Private medical cover and wider wellbeing benefits.
• Volunteering days and additional lifestyle benefits.
• The opportunity to work closely with senior leaders and develop your long-term career within a growing team.