Tax Associate

Reed; Worcester, Droitwich Spa; Hybrid; GBP 40,000 - 75,000; Full time

Benefits offered by this job

Hybrid working (3 days office, 2 days)

Worcester & Droitwich offices access

Job summary

Reed in Worcester/Droitwich offers a Private Client Tax role spanning compliance and advisory work for high-net-worth individuals and entrepreneurial families. You will manage client portfolios, deliver complex tax planning, and mentor junior staff within a supportive team environment.

The role provides hybrid working patterns and significant exposure to Partners on strategy projects. Qualified professionals (ATT/CTA/ACA/ACCA) or those progressing toward qualification are invited to apply, with

Qualifications

• Experience advising high-net-worth individuals and private wealth clients.
• Exposure to both compliance and advisory work within an accountancy firm.
• Strong client-facing and relationship-building skills.

Responsibilities

• Manage a portfolio of private clients and act as a trusted adviser.
• Deliver both compliance and advisory services.
• Advise high-net-worth individuals, families and business owners on complex tax matters.
• Identify and implement tax planning opportunities.
• Review tax returns and ensure key deadlines are met.
• Support and develop junior team members.
• Build strong long-term client relationships.
• Work closely with Partners on advisory projects and client strategy.
• Contribute to business development and networking activities.
• Support the ongoing growth of the Private Client Tax team.

Skills

Private Client Tax experience

Communication & relationship-building

Mentoring / advisory capability

Education

ATT/CTA/ACA/ACCA qualified

Job description

Private Client Tax - Assistant Manager, Manager & Senior Manager
Location: Worcester & Droitwich (Hybrid)
Salary: £40,000 - £75,000+ DOE, with flexibility for exceptional candidates.

An excellent opportunity to join one of the Midlands' leading accountancy and advisory firms as it continues to invest in and expand its Private Client Tax division.

With ambitious growth plans and significant investment in the team, this is an ideal opportunity for Private Client Tax professionals from qualified/senior level through to Senior Manager seeking greater advisory exposure, career progression and direct access to Partners.

The Role

Working within an experienced and supportive team, you will manage and advise a portfolio of high-net-worth individuals, families, entrepreneurs and private wealth clients.

The role offers a mix of compliance and advisory work, covering a broad range of personal tax matters while helping clients identify tax-efficient planning opportunities. Depending on experience, you may also mentor junior staff, assist with team management and contribute to the continued growth of the department.

Key Responsibilities

• Manage a portfolio of private clients and act as a trusted adviser.
• Deliver both compliance and advisory services.
• Advise high-net-worth individuals, families and business owners on complex tax matters.
• Identify and implement tax planning opportunities.
• Review tax returns and ensure key deadlines are met.
• Support and develop junior team members.
• Build strong long-term client relationships.
• Work closely with Partners on advisory projects and client strategy.
• Contribute to business development and networking activities.
• Support the ongoing growth of the Private Client Tax team.

About You

You are likely to be ATT, CTA, ACA or ACCA qualified (or working towards qualification, depending on level) and currently working within practice.

You’ll ideally have:

• Private Client Tax experience within an accountancy firm.
• Exposure to both compliance and advisory work.
• Experience advising high-net-worth or entrepreneurial clients.
• Strong communication and relationship-building skills.
• A commercial, client-focused approach.
• Ambition to progress within a growing team.

Experience with trusts, estates or wider wealth structures would be advantageous but is not essential.

Suitable Backgrounds

We welcome applications from professionals currently working within:

• Top 10 accountancy firms.
• Mid-tier practices.
• Established regional firms with strong private client tax teams.

What’s on Offer?

• Hybrid working (3 days office, 2 days home).
• Flexibility across both Worcester and Droitwich offices.
• Opportunities from qualified/senior level through to Senior Manager.
• Salaries from circa £40,000 to £75,000+, depending on experience.
• Clear progression within a rapidly growing team.
• Direct access to Partners and complex advisory work.
• The chance to play a key role in shaping the future growth of the Private Client Tax offering.

Why Apply?

This is a growth opportunity rather than a replacement hire. The firm is actively seeking talented Private Client Tax professionals across multiple levels and remains flexible on grade and package for individuals who can demonstrate strong technical expertise, client-handling ability and long-term potential.

If you’re looking for a role offering technical challenge, genuine progression and the opportunity to join a high-growth team, we’d love to hear from you.