Senior Associate, Private Client Tax - Oldbury

Crowe UK; Oldbury; On-site; GBP 40,000 - 70,000; Full time

Job summary

Join a dynamic and inclusive team at a leading national audit and tax firm as a Senior Associate in Private Client Tax. You will play a vital role in delivering exceptional tax compliance and advisory services to a diverse clientele, including high-net-worth individuals and owner-managed businesses. This position offers ample opportunities for personal development and career growth in a collaborative environment that values innovation and merit-based progression. If you are passionate about client service and eager to make a positive impact, this role is perfect for you.

Benefits

Flexible benefits

Career development opportunities

Collaborative work environment

Competitive salary

Qualifications

• Experience in the professional and private client sector.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Provide ad hoc tax planning for clients in the UK and internationally.
• Manage personal tax compliance cycles and liaise with clients.

Skills

ATT qualification

CTA qualification

Client service skills

Microsoft Excel

Analytical skills

Teamwork

Education

ATT qualification

CTA qualification

Tools

Microsoft Office

Job description

Senior Associate, Private Client Tax - Oldbury

Crowe UK Oldbury, England, United Kingdom

1 week ago Be among the first 25 applicants

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 140+ countries and more than 800 offices globally.

Our vision is to be recognized as essential to our clients' future success by helping them answer tomorrow’s questions and make smart decisions that create lasting value through high-quality services in audit, tax, advisory, and consulting.

At Crowe, talented individuals can realize their potential, succeed, and enjoy their work by making a positive impact on clients, communities, and colleagues.

We foster an inclusive community where everyone is valued and can thrive regardless of gender, identity, sexuality, race, ethnicity, education, or background, enabling all to reach their full potential.

Role: Senior Associate – Private Client Tax

The Private Client team offers tax compliance and advisory services to a diverse client base, including owner-managed businesses, partners, and high-net-worth individuals.

Our success depends on our professional advisers and support staff who deliver first-class client service. We promote responsibility, career development, and future leadership. Building careers is integral to our growth.

Requirements

• ATT and/or CTA qualification or near qualification preferred.
• Experience in the professional and private client sector.
• Proficiency in Microsoft Office, especially Excel.
• Strong client service passion.
• Energetic, enthusiastic, and results-oriented.
• Motivated for personal development and career growth.

Qualities We Seek

• Efficient work execution, delivering excellent service and leveraging Crowe UK’s capabilities.
• Role model for junior team members, providing coaching.
• Adherence to risk management policies.
• Commitment to high-quality work.
• Teamwork and constructive communication skills.
• Ability to analyze information, identify relationships, and develop practical solutions.

Client Responsibilities

• Provide ad hoc tax planning, proactively and reactively, both in the UK and internationally.
• Contribute to advisory services across departments and offices.
• Organize meetings with clients to discuss tax affairs and planning.
• Manage taxation relationships, ensuring compliance with filing and payment obligations.
• Oversee personal tax compliance cycles, liaising with clients and HMRC.
• Delegate tasks to supervisors and review their work.
• Coordinate with third parties like investment managers and banks.
• Handle HMRC inquiries related to tax returns.

Why Choose Crowe?

We prioritize our people’s culture and values, fostering a collaborative, inclusive, and friendly environment that supports career growth. We value innovation, diversity, and merit-based progression, offering competitive salaries and flexible benefits. We are committed to equal opportunity employment and creating a workplace where everyone can thrive.

Additional Information

Level: Mid-Senior level

Type: Full-time

Function: Accounting, Auditing, Finance

Industry: Accounting