Private Client Tax Senior Associate

1 month ago


Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to expand their highly successful department with the appointment of a Manager/ Senior Manager to help with the growth of their Private Client advisory team.

This is a fabulous opportunity to join a leading firm with the ambition and enthusiasm for providing excellent client service. You will be involved in bespoke tax planning for a wide range of clients, including owner-managed businesses, farmers, trusts, estates and private clients. You will also be responsible for providing bespoke private client advice including estate planning, property structuring and high net worth advisory work.

This role is a key part of a busy and successful team and will play a vital role within the team, developing more junior members of the team where appropriate.

Key Responsibilities may include (depending on experience):

* Provide good quality, commercial and value added tax advice to Private Clients of the firm

* Field opportunities that come in through Partners, Directors, the website and others

* Ultimately lead meetings, scope projects and deliver work to budget and on time

* Portfolios will be reviewed from time to time to take account of incoming/exiting clients

* Manage projects from start to finish

* Support the Private Client team (and other members of the firm, as appropriate) with technical skills, management skills, marketing, networking, etc.

* Reviewing ‘complex’ tax returns as prepared by the tax compliance team

* Resolving ad hoc queries from the tax compliance and financial services teams

* Develop relationships with potential referrers in the professional community, including banks, lawyers, local authorities, property professionals and others

* Lead with Will instructions (if possible, depending on experience)

* Encourage ‘one tax team’ and ‘one firm’ approach to client work

* Take a lead in the development of junior members of the tax planning team and help them to gain technical and practical experience of relevant tax issues

Demonstrable technical ability in a similar role within a Private Client department

* Ability to deal with private clients, identify opportunities, agree fees and deliver work

* Ideally someone who has experience of working with Wills and Trusts (although training can be provided)

* The role would suit someone that wants to take the next step in their career, who is looking for a more manageable work life balance, interesting work for HNW individuals, including Trusts and possibly Estates work, and who wants to have an opportunity to help shape the future of a department.



  • Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

    Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to expand their highly successful department with the appointment of a Manager/ Senior Manager to help with the growth of their Private Client advisory team. This is a fabulous opportunity to join a leading firm with the ambition and...


  • Sheffield, United Kingdom Realm Recruit Full time

    Exceptional career progression opportunityHybrid workingTop of market salaryDynamic, supportive team within a highly respected Tier 1 Legal 500 firmWe are delighted to work with a renowned and respected firm, recognised by Tier 1 Legal 500, in the heart of Sheffield. They are actively seeking a dedicated Private Client Senior Associate, ready to take on a...


  • Sheffield, Sheffield, United Kingdom Realm Recruit Full time

    Exceptional career progression opportunityHybrid workingTop of market salaryDynamic, supportive team within a highly respected Tier 1 Legal 500 firmWe are delighted to work with a renowned and respected firm, recognised by Tier 1 Legal 500, in the heart of Sheffield. They are actively seeking a dedicated Private Client Senior Associate, ready to take on a...


  • Sheffield, United Kingdom CRA Consulting Full time

    **Private Client Fee Earner/paralegal** **Location: Sheffield** **Salary: £55,000 to £95,000** **Contract: Full Time, Permanent** **Who we are**: CRA Consulting are a specialist legal recruiter, operating across the UK. CRA works in partnership with reputable law firms with either local, regional, national or international presence. We recruit at all...


  • Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

    Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to recruit a Tax Adviser to join their successfully established team. We are looking for a Tax Adviser to work within our clients Owner Managed Business Team (OMB) to help with the overall growth of the team and firm. Review of OMB...


  • Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

    Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to recruit a Tax Adviser to join their successfully established team. We are looking for a Tax Adviser to work within our clients Owner Managed Business Team (OMB) to help with the overall growth of the team and firm. Review of OMB...


  • Sheffield, United Kingdom G2 Legal Limited Full time

    Private Client Solicitor A new opportunity has become available with a leading L500 firm at their Sheffield office for a Private Client Solicitor at Senior Associate / Associate level. Whilst working in a high performing Private Client team, you will have the opportunity to gain exposure to a widely varied and high-quality private client workload including...


  • Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

    Sue Ross Recruitment are delighted to be working with a leading regional firm of chartered accountants who are looking to expand their highly successful department with the appointment of a Manager/ Senior Manager to help with the growth of their Private Client advisory team. This is a fabulous opportunity to join a leading firm with the ambition and...

  • Private Client Lawyer

    9 hours ago


    Sheffield, Sheffield, United Kingdom Realm Recruit Full time

    Fantastic progression opportunity Will support to gain STEP qualification Hybrid working No targets Free parking A close-knit and down-to-earth Yorkshire law firm is on the hunt for a rising star Private Client Lawyer (qualified solicitor, legal executive, paralegal or fee earner) to join its growing team in Sheffield and receive tonnes of investment to...


  • Sheffield, United Kingdom G2 Legal Limited Full time

    **Inheritance, Wills & Tax Disputes Legal Assistant Sheffield £20,000 - £25,000** This Legal 500 firm is looking for a Legal Assistant to join the Private Client department. They are looking for a Legal Assistant to come in and hit the ground running. You, the Legal Assistant, will provide support to Partners and other Legal Advisors, as well as providing...


  • Sheffield, United Kingdom Absolute Executive Search Full time

    Absolute Executive Search are seeking a Private Client Solicitor, based in Sheffield, for a top Legal 500 Firm. The successful candidate will deal with Wills and Probate, Tax Return cases, Power of Attorney and Estate Administration. This is an exciting opportunity to develop your career. Role Requirements:-Able to manage own case load.Good knowledge of...


  • Sheffield, Sheffield, United Kingdom G2 Legal Limited Full time

    This Legal 500 firm is looking for a full- or part-time Solicitor to join its Private Client department within its Sheffield office.This multi-accredited firm is looking for a Solicitor to deal with Wills, Probate and Estate Administration, Lasting Powers of Attorney, Trust Administration and Tax Returns matters.As the successful Solicitor you will have at...


  • Sheffield, United Kingdom G2 Legal Limited Full time

    This Legal 500 firm is looking for a full- or part-time Solicitor to join its Private Client department within its Sheffield office.This multi-accredited firm is looking for a Solicitor to deal with Wills, Probate and Estate Administration, Lasting Powers of Attorney, Trust Administration and Tax Returns matters.As the successful Solicitor you will have at...


  • Sheffield, United Kingdom Absolute Executive Search Full time

    Absolute Executive Search are seeking a Private Client Solicitor, based in Sheffield, for a top Legal 500 Firm. The successful candidate will deal with Wills and Probate, Tax Return cases, Power of Attorney and Estate Administration. This is an exciting opportunity to develop your career. Role Requirements:- Able to manage own case load. Good...


  • Sheffield, United Kingdom Elevation Recruitment Limited Full time

    Elevation Senior Finance are partnering with a successful PLC in Sheffield as they look to appoint a Tax Manager. You will be based at head office with the benefit of hybrid working. They offer a competitive benefits package which includes: Competitive salary Generous holiday entitlement of 26 days per annum + bank holidays Choice of company car or car...


  • Sheffield, United Kingdom IPS Group Full time

    We are supporting an accountancy firm with a very well-established tax team in Sheffield in their search for a senior tax advisor. A vacancy for a senior personal tax adviser has arisen in a leading regional multi office firm of accountants within the firms Sheffield office. Your role will focus on both compliance and advisory work for a portfolio of...


  • Sheffield, United Kingdom Elevation Recruitment Group Full time

    Elevation Senior Finance are partnering with a successful PLC in Sheffield as they look to appoint a Tax Manager. You will be based at head office with the benefit of hybrid working. They offer a competitive benefits package which includes: Competitive salary Generous holiday entitlement of 26 days per annum + bank holidays Choice of company...


  • Sheffield, United Kingdom Spencer Clarke Group Full time

    Spencer Clarke Group are currently working alongside an AWARD-WINNING Accountancy Firm who are currently looking to recruit across their Corporate Tax Division. Our client is looking to recruit someone who is at either Corporate Tax Manager or Corporate Tax Senior Manager level, to join their hugely successful, super modern, and award-winning Accountancy...


  • Sheffield, United Kingdom Barber Mclelland Ltd Full time

    **Personal Tax Senior/Assistant Manager, Sheffield** Barber McLelland is working in partnership with a leading firm of Chartered Accounts and Business Advisors based in South Yorkshire who is looking to appoint an experienced Tax Practitioner for the position of Personal Tax Senior/Assistant Manager. The firm has developed an excellent reputation across the...

  • Corporate Tax

    8 hours ago


    Sheffield, United Kingdom Parker Wright Consulting Full time

    If you are an ambitious Corporate Tax professional with Tax Compliance and/or Tax Advisory experience, then there has never been a better time to join my prestigious client; an award winning professional services practice who are considered as one of the key 'movers and shakers' within the Tax Advisory arena. They have an enviable reputation, providing...