Private Client Senior Associate

Pro Tax
21 Oct 2019
23 Oct 2019
Contract Type
Full Time
This is an exciting opportunity to join a well-established private client practice with high quality, complex clients. The existing and growing client portfolio ranges from UHNW and OMBs to non-doms and all types of UK/offshore trusts and foundations. The individual sought will be responsible for the management and delivery of work on their portfolio which will include both preparation and review of complex compliance aspects of client assignments as well as developing advisory skills in a supported environment. The individual should have an appetite for learning and a willingness to take on a variety of technical challenges.

Key Responsibilities
  • Providing an efficient, client focussed and proactive service to meet the needs of private clients
  • Working with directors and managers on technical assignments
  • Managing day to day client portfolio including billing and monitoring work in progress
  • Ensuring that the firm's risks are managed appropriately
  • Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC
  • To liaise proactively with clients on advisory matters
  • To review personal tax returns prepared by more junior members of staff / prepare complex compliance cases

Qualifications desirable

ACA, CTA qualified or able to demonstrate the appropriate level of experience

Skills and personal attributes required
  • Capability to work independently at Senior level
  • Experience of private client tax planning and advisory services
  • Ability to prioritise and, where appropriate, to start to supervise and review work
  • Technically capable - able to undertake relevant research and deliver advisory work as well as tax compliance for private clients
  • Good client relationship and communications skills
  • Commercially aware
  • Strong delivery skills and ability to work effectively to deadlines
  • Ability to provide clear and concise advice both orally and in writing

In addition to a competitive remuneration package, the firm operates a Flexible Hours of Work Policy which provides people with the freedom to organise their working day around their commitments outside work.

To apply, please send your CV to or call Laura on 02072696317.

The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing.