Senior Associate, Private Client Tax - Thames Valley

Crowe UK; Reading; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Associate in Private Client Tax to join their dynamic team in Reading. This role involves managing a diverse portfolio of high net worth individuals, ensuring timely tax compliance, and providing tailored advisory services. The ideal candidate will be qualified or near-qualified in ATT or CTA, with a passion for client service and a commitment to personal development. Join a supportive environment that fosters growth and values diversity, where your contributions will make a meaningful impact on clients and the community.

Benefits

Flexible working hours

Continuous professional development

Collaborative work environment

Competitive salary

Diversity and inclusion initiatives

Qualifications

• ATT or CTA qualification preferred.
• Experience managing a portfolio of private clients.
• Strong knowledge of tax compliance.

Responsibilities

• Manage personal tax relationships and compliance for clients.
• Oversee timely completion of tax returns and payments.
• Provide proactive UK tax advice to clients.

Skills

ATT qualification

CTA qualification

Client relationship management

Microsoft Office (Excel)

CCH software

IRIS software

Team collaboration

Tax advisory

Education

ATT qualification

CTA qualification

Tools

Microsoft Excel

CCH

IRIS

Job description

Senior Associate, Private Client Tax - Thames Valley

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 in Reading is around 8 professionals, and is part of a larger tax team of around 30 that provides corporation tax, VAT and other specialist tax services.

The Private Client team in Reading provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals and families. This role will be particularly focussed on managing a portfolio of client relationships, ensuring that tax returns and other tax compliance is well managed and done on time, and dealing with tax advice that our clients may require.

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 of working with a portfolio of private clients.
• Good knowledge of Microsoft Office, especially Excel. Experience of working with CCH and IRIS will be useful.
• 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

• The ability to work well in a team, to understand other points of view and suggest possible ideas to improve how we work and the service we deliver to our clients. We are a small, close-knit team, so it’s important that we support each other to make sure we deliver what we need to as a team.
• A willingness to learn new skills and, with support and training, to adapt to the changes in how we will work and what our clients require that AI and automation will involve.
• 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.
• Adhere to the firm’s risk management policies at all times.
• Delivering work to the highest quality on time and within budget.
• The ability to gather relevant information, notice relationships between different pieces of information, reason from cause to effect and generate effective solutions to practical problems.

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. The list below gives an indication of typical work that would be undertaken in this role.

• Management of the personal tax relationship of the individuals, both employed and self-employed, as well as some family trusts on a client portfolio.
• Managing and overseeing the timely completion of the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs. This will include adapting to the changes that MTD may bring to how we manage the compliance cycle for some of our clients
• Delegation of preparatory aspects of personal tax work to tax 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.
• Providing clients with ad hoc UK tax advice proactively as well as reactively. This could include technical research into areas of tax that are new to you
• Ideally you would be actively involved in the provision of advisory services to clients, including clients of other departments such as our Business Solutions Team and our Corporate Tax team.
• Set up and run meetings with clients to discuss their tax affairs and future tax planning opportunities.
• After the tax return “busy season” you may be asked to assist in tax compliance for other areas of tax including Employment Related Securities returns and P11d preparation. You will be provided with training and support as required.

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..