Associate, Tax - Private Clients

Job Title: Associate, Tax - Private Clients
Contract Type: Permanent
Location: Cheltenham
Salary: Competitive salary + benefits
Reference: REF-ME-NL2ZOG5
Contact Name: Steve Bromwich
Contact Email:
Job Published: March 13, 2020 10:04

Job Description

We are Crowe - one of the UK’s foremost audit, advisory and tax experts. We are part of Crowe Global offering the right combination of global reach and expertise to help our clients succeed. We are the UK’s top Charity Auditor and have achieved this award for nine consecutive years. Our reputation and success is matched only by our ambition and we know that to continue our remarkable growth we will need to carry on engaging and keeping the best talent out there. This is the cornerstone of our growth strategy. Our friendly and inclusive culture is centred around our values of We care, We share, We invest, We grow. We aim to deliver excellent client service which adds value to our clients and a rewarding experience for our people. After all, if our people do well, so do we.

Client base:

Mixture of private clients, partnerships and trusts. HNWIs, non-residents and non-domiciles with international + UK business connections, investments and property interests.


Compliance - preparation and review of personal tax returns and simple accounts. IHT returns for relevant property trusts and chargeable lifetime transfers.


  • Tax planning including profit extraction, use of investment reliefs (EIS, VCTs), pension contributions etc.

  • Tax planning - advising on double tax treaties in relation to UK taxes.

  • Trust planning - suitability of trust structure, asset protection issues + tax planning.

  • Trust planning - advising on winding up trusts, beneficiary vesting’s including the IHT and CGT issues.

  • IHT planning - advising on BPR/APR for business/company shares/partnerships.

  • IHT planning - advising on creation of trusts as a wealth protection vehicle.

  • CGT planning - advising on use of Entrepreneurs Relief.

  • IHT/CGT planning - advising on succession of family businesses.

  • Advising on domicile and residency for UK taxes.


  • ATT preferred, CTA desirable - although study support may be offered. STEP accepted.

Why work for Crowe UK LLP?

As one of the UK’s leading firms of chartered accountants, we are looking for exceptional people. Our ethos is to promote our friendly, approachable and professional style as business partners, building strong and long-term relationships with our clients.

We offer you an opportunity to continue your career and work for a Firm that offers stability and knowledge. In addition you can work alongside experienced professionals who put the client at the heart of everything they do.

At Crowe UK LLP, you will find the expertise, the resources and, above all, the commitment to help you build a satisfying and rewarding career. In return we can offer you continued career development, highly competitive salaries and flexible benefits. Plus an opportunity to work for a Firm that truly values its people.