Senior Tax Associate

Workforce Recruitment and Training; Bromsgrove; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary with regularReviews

Holiday entitlement with length of 2

Job summary

Workforce Recruitment and Training is seeking a Senior Tax Associate to manage a diverse personal tax portfolio with high-quality compliance and advisory work. You will mentor junior staff, liaise with internal teams, and contribute to improving client outcomes while maintaining service standards.

The role emphasizes collaboration, continuous learning, and career development within a supportive tax team, with opportunities for progression and professional growth.

Qualifications

• At least two years' experience in a personal tax position.
• Experience working with Owner Managed Businesses
• ATT qualified and CTA qualified, or currently studying towards CTA.
• Strong technical knowledge and a genuine passion for taxation.
• Excellent communication skills with the ability to explain complex tax matters in a clear and practical way.
• A proactive, organised and commercially minded approach.
• Excellent attention to detail and pride in producing high-quality work.
• The confidence to work independently while collaborating effectively within a team.
• A positive attitude, ambition and the desire to continue developing your career.

Responsibilities

• Managing a portfolio of personal tax clients and ensuring all compliance deadlines are met.
• Building trusted relationships with clients, providing proactive advice and clear communication throughout the tax cycle.
• Preparing complex Self-Assessment tax returns and reviewing financial information with accuracy and attention to detail.
• Identifying planning opportunities and assisting with tax advisory projects.
• Liaising with internal departments, including Accounts and Payroll, to provide a seamless client experience.
• Supporting and reviewing the work of junior team members while providing coaching and guidance.
• Managing your workload effectively, balancing multiple deadlines and priorities.
• Keeping up to date with UK tax legislation and contributing to the team's technical knowledge.

Skills

Personal tax

Owner-managed businesses

Communication skills

Attention to detail

Teamwork

Education

ATT qualification

CTA qualification

Currently studying towards CTA

Job description

• Competitive salary with regular reviews
• 23 days annual leave plus bank holidays
• Additional holiday entitlement with length of service
• Enhanced employer pension contributions
• Flexible working options to support work-life balance
• Fully funded ATT/CTA study support and ongoing professional development
• Health Cash Plan including online GP, mental health support, discounted gym membership and wellbeing benefits
• Genuine career progression within a growing and ambitious firm
• Regular company and team social events
• A collaborative, supportive culture where your ideas and development matter

Build a Career, Not Just a Job

We're looking for an ambitious Senior Tax Associate who wants to work with a varied portfolio of clients, develop their advisory skills and play an important role within a growing and highly regarded tax team.

This is a role where you'll have real responsibility from day one. You'll manage your own portfolio, work closely with experienced tax professionals, mentor junior colleagues and gain exposure to a wide variety of personal tax matters. Whether you're looking to strengthen your technical expertise, progress towards management or simply work in an environment where your contribution is recognised, you'll be supported every step of the way.

This team values collaboration, quality and continuous learning, giving you the opportunity to develop professionally while maintaining an excellent work-life balance.

The Role

As a Senior Tax Associate, you'll take ownership of your own client portfolio, ensuring outstanding service while delivering high-quality compliance and advisory work.

Your responsibilities will include

• Managing a portfolio of personal tax clients and ensuring all compliance deadlines are met.
• Building trusted relationships with clients, providing proactive advice and clear communication throughout the tax cycle.
• Preparing complex Self-Assessment tax returns and reviewing financial information with accuracy and attention to detail.
• Identifying planning opportunities and assisting with tax advisory projects.
• Liaising with internal departments, including Accounts and Payroll, to provide a seamless client experience.
• Supporting and reviewing the work of junior team members while providing coaching and guidance.
• Managing your workload effectively, balancing multiple deadlines and priorities.
• Keeping up to date with UK tax legislation and contributing to the team's technical knowledge.

About You

You'll be someone who enjoys building relationships, solving problems and delivering an exceptional client experience.

Ideally, you'll have:

• At least two years' experience in a personal tax position.
• Experience working with Owner Managed Businesses
• ATT qualified and CTA qualified, or currently studying towards CTA.
• Strong technical knowledge and a genuine passion for taxation.
• Excellent communication skills with the ability to explain complex tax matters in a clear and practical way.
• A proactive, organised and commercially minded approach.
• Excellent attention to detail and pride in producing high-quality work.
• The confidence to work independently while collaborating effectively within a team.
• A positive attitude, ambition and the desire to continue developing your career.

Why This Opportunity?

This is an excellent opportunity for an experienced tax professional who wants to be challenged, recognised and rewarded. You'll be joining a business that genuinely invests in its people, encourages professional growth and provides the support needed to build a long-term and successful career.