Private Client Tax Senior Associate

Crowe; Oldbury; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a forward-thinking firm as a Senior Associate in Private Client Tax, where you will provide essential tax compliance and advisory services to a diverse clientele. This role emphasizes client service excellence, teamwork, and personal development in a supportive environment. You will actively engage in tax planning, manage client relationships, and oversee compliance cycles, ensuring clients meet their taxation obligations. With a commitment to innovation and a collaborative culture, this opportunity offers a rewarding career path for those passionate about making a positive impact in the tax advisory field.

Benefits

Flexible Benefits

Career Development Opportunities

Collaborative Culture

Competitive Salaries

Diversity and Inclusion Initiatives

Qualifications

• Preferred ATT and/or CTA qualification or near qualification.
• Experience in the professional and private client sector.

Responsibilities

• Provide clients with ad hoc tax planning and advisory services.
• Manage taxation relationship services with a portfolio of clients.

Skills

Client Service

Tax Planning

Teamwork

Problem Solving

Communication

Energy and Enthusiasm

Education

ATT qualification

CTA qualification

Tools

Microsoft Office

Excel

Job description

Senior Associate, Private Client Tax - Oldbury

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 in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

At Crowe, our aim is to create a community where regardless of gender, identity, sexuality, race, ethnicity, education or background, everyone is valued, can flourish and achieve their full potential.

Senior Associate – Private Client Tax

The Private Client team provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals.

Our people are fundamental to our business and success. Our expert teams of professional advisers and support staff are the key to a first-class client service. Our supportive environment encourages responsibility, career development and future business leaders. Building careers is one of the ways we build our business.

Requirements

• ATT and/or CTA qualification or near qualification is preferred.
• Experience in the professional and private client sector.
• Good knowledge of Microsoft Office, especially Excel.
• A passion for client service.
• Display energy and enthusiasm and a focus on achieving results.
• A keenness to further your own personal development and career goals.

Qualities we are looking for

• Ability to execute work efficiently, delivering excellent service and bringing the full breadth of Crowe UK’s capability to support our clients.
• Acting as a role model for more junior members of the team, providing on-the-job coaching.
• Always adhere to the firm’s risk management policies.
• Delivering work to the highest quality.
• The ability to work well in a team, to understand other points of view and constructively take on board any points made, whilst at the same time suggesting possible ideas for consideration.
• The ability to gather relevant information, notice relationships between different pieces of information, reason from clause to effect and generate effective solutions to practical problems.

Your direct client responsibilities

• Providing clients with ad hoc tax planning, proactively as well as reactively both in the UK and overseas.
• Be actively involved in the provision of advisory services to clients, including clients of other departments and offices.
• Set up and run meetings with clients to discuss their tax affairs and future tax planning opportunities.
• The successful candidate will be responsible for managing the taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs.
• Management of the personal tax relationship of the individuals, both employed and self-employed, on client portfolio.
• Managing and overseeing the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs.
• Delegation of preparatory aspects of personal tax work to supervisors and assistants and review of their work.
• Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Dealing with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.

Why choose Crowe?

At Crowe we understand that it is often the culture and values of a firm that are most important when looking for a new workplace.

Whether you’re working in statutory audit, corporate tax or you’re a marketing or HR specialist, we place our people at the centre of everything that we do; promoting a collaborative, inclusive and friendly culture while remaining passionate about supporting and developing our people as they build their careers. We listen to our people and adapt to their changing needs alongside the needs of our growing business. We invest in our people to help them be the best they can be.

We value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to our people, clients and communities.

At Crowe, you will find the specialist knowledge, the resources and the commitment to help you build a satisfying and rewarding career, with continued learning and development, highly competitive salaries and flexible benefits.

We want to create the best environment for our people to grow and thrive and recognise the importance of offering a flexible approach to our working environment, which we would be happy to discuss with you further.

Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation, driving effectiveness in our teams and providing our clients with a quality service.

Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit which is supported by a clearly defined career pathway.

Closing Date: 24 March 2025

For further information, and to apply, please visit our website via the “Apply” button below.