Tax Associate

£35000 - £45000 per annum + Pension, Bonus and Benefits
12 Jul 2017
11 Aug 2017
Contract Type
Full Time
Overall job purpose

To provide management of each assignment in an efficient and effective manner, and to help ensure that clients receive a quality service in all aspects


* 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 and forms P11D.
* To assist in the delivery of tax advisory work covering all private client tax areas.
* To maintain an awareness of the firm's specialist services and publications.
* To be a role model and provide 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, and to fulfil the professional bodies' CPE requirements.
* To record time spent on each client's affairs using relevant computer software.
* Attend staff meetings and training as required. Fully contribute in private client department meetings.

Private Client Tax Associate

* Maintain an awareness and observation of Health and Safety issues within the Firm, and report any concerns to the Health and Safety Representative.
* Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Partner.

The role requires:

* CTA qualified (or ATT Qualified with post qual experience)
* Graduate with a minimum 2:1 degree
* Work experience gained in a Private client department within a professional practice environment.
* Proven experience in client handling and managing a busy portfolio.
* Proven experience or an aspiration to undertake an Advisory role (in addition to compliance work)
* Experience of a client or customer facing environment would be advantageous.
* Experience of using Digita tax software system would be advantageous.
* Experience in or exposure to Business Development within a Private client Tax context.