Private Client Tax Associate

35000.00 - 42000.00 GBP Annual + GBP35000 - GBP42000/annum
03 Jul 2017
31 Jul 2017
Contract Type
Full Time
Our client are seeking an experienced Private Client Tax Associate to effectively manage client groups including Owner Managed Business, High Net Worth individuals and Employer Consulting Group.


* To act as day-to-day point of contact for the client, and to practice the principles of excellent client service at all times.
* To ensure that the assignment is undertaken in accordance with the pre-assignment instructions, and to carry out complex aspects of the assignment efficiently, thoroughly and in accordance with the firm's procedures.
* To ensure tax quality at all times by adhering to the firms quality standards.
* To provide a full and personal tax compliance service as required by the circumstances of each client.
* Preparation of personal tax returns.
* To provide adequate briefing, supervision and training for junior staff.
* To review work completed by junior staff for adequacy and completeness, and to undertake job appraisal interviews.
* To assist in student recruitment, training and marketing activities as required.
* To develop and maintain an advanced level of technical knowledge through appropriate reading and courses
* To record time spent on each client's affairs using relevant computer software.
* If studying, achieve passes in all exams within the time parameters given.


* Good standard of education, particularly in Maths and English
* ATT or CTA qualified or part qualified
* Work experience gained in a private client tax environment, preferably in practice.
* Experience of a client or customer facing environment would be advantageous. Proven experience in client handling and managing a busy portfolio.
* Competent use of Microsoft Excel.
* Experience of using Digita software system - Desirable

Additional Skills:

* Develops mutually supportive and effective working relationships with members of the team, and provides cooperation and input whilst informing others of own activities and progress.
* Is regarded as open and approachable, takes time to listen to the views and ideas of others.
* Perceives the needs and concerns of clients and adapts approach to meet these needs, whilst maintaining effective and professional working relationships with key client personnel.
* Ensures that the Partner and Manager are fully updated on progress and any issues that might affect the client relationship.
* Is commercially aware.
* Operate as an effective ambassador for the firm.

Our client are offering a salary in the region of GBP35,000 - GBP42,000 per annum. Core hours are 9am - 5:30pm.

Please apply online to be considered