Senior Associate Private Client - Birmingham

Location

Type

Permanent

Are you a rising star in Private Client Tax looking to take the next step in your career with a highly respected and growing advisory firm?

We're working with a well-established, mid-tier accountancy and advisory group known for delivering bespoke tax planning and compliance services to a high-calibre client base. These include HNWIs, entrepreneurs, professional partners, family offices, and other complex private client structures.

This is an opportunity to join a forward-thinking private client team that puts people - both clients and colleagues - at the heart of everything it does. The firm is proud of its inclusive culture, flexible working approach, and strong track record of internal promotion and long-term career development.

As a Senior Associate, you'll take ownership of your own client portfolio, working closely with Partners and Directors on complex UK and international tax affairs. This is a blended compliance and advisory position with direct client contact, scope to develop your technical skills, and support for progression to Manager and beyond.

Key Responsibilities:

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  Managing a portfolio of private clients including self-employed individuals, business owners, and wealthy families.
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  Delivering high-quality personal tax compliance and proactive planning services.
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  Advising on a wide range of UK and international tax matters including residence, domicile, CGT, IHT and trust planning.
• 
  Overseeing junior staff and reviewing work as part of the firm's commitment to technical excellence and mentoring.
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  Liaising directly with HMRC, legal advisers, wealth managers and other professional intermediaries.
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  Running client meetings, providing insight and value-added recommendations.

What We're Looking For:

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  ATT and/or CTA qualified (or near completion).
• 
  Solid experience in personal tax within a professional services environment.
• 
  A confident communicator who enjoys client interaction.
• 
  A detail-oriented mindset with a passion for problem-solving and planning.
• 
  Strong Excel and general IT skills.
• 
  A collaborative team player who is also comfortable working independently.

Why Join This Firm?

• 
  No red tape or bureaucracy - your ideas and initiative will be valued.
• 
  A culture built on trust, support, and professional development.
• 
  Real flexibility - hybrid working options to suit your lifestyle.
• 
  Competitive salary and tailored benefits package.
• 
  Clear path to promotion with guidance and investment in your future.

Ready to Make a Move?
If you're looking to join a firm where your expertise will be recognised, your ambitions supported, and your contribution genuinely valued, let's talk.
Contact Andy Chaplin today for a confidential discussion:
andy.chaplin@pro-tax.co.uk
07877 121163

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.