Private Client Tax Associate

Job Title: Private Client Tax Associate

Department: Private Client Tax

Reports to: Private Client Manager, Private Client Senior Associate

Salary: £33,500 – £46,000

Contractual Hours: Hybrid working – standard hours 9:30am to 5:30pm, Monday to Friday (hours may vary depending on client needs)

About the Firm

We are an award-winning firm of chartered accountants and tax advisors, with 40 partners and over 500 staff, providing advice and services to entrepreneurs, fast-growing and owner-managed businesses, charities and not-for-profit organisations across the UK and internationally. From our trainees to our partners, our culture of support and progression means we grow together as one firm to best help our clients.

You will be a member of an established team focusing on providing personal tax and trust services to a variety of industry sectors. You may be client facing, but also must show willingness to work as part of a team and be able to meet deadlines.

Main Duties and Responsibilities

Responsibilities below are generalised and are in no way exhaustive:

• Prepare basic tax returns – individuals, partnerships and trusts working with our outsourcing provider and using our chosen AI solutions.
• Prepare financial accounts for sole traders, barristers and trusts.
• Proactively chase clients and third parties for information to complete returns/accounts.
• Identify marketing opportunities to offer new services to clients.
• Work with partners and managers, supporting in client meetings and on the preparation and delivery of advisory reports.

Work Based Competencies

• Attention to detail with good numerical and grammar skills.
• A strong academic background is essential, including GCSEs and A-Levels.
• Competent using Word, Excel and Microsoft Outlook.
• Knowledge of CCH and Trust Accounts preferable.
• A good technical base for the appropriate level of qualification.

Behavioural Competencies

• Self-motivated with a flexible approach.
• Team player.
• Ability to work to deadlines.
• Ability to multitask.
• Strong communication skills, able to engage with all levels externally and internally and respond to client needs.
• Willingness to learn.