This is an exciting role within a fun and dynamic team, where youll work with a varied portfolio of clients across our private client tax service offering. This role is client facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and the internal teams. The role requires good levels of communication and is suited to those that have a keen interest in business, a desire to learn and the ability to identify and solve problems in a professional manner. There is the requirement to assist with the management of deadlines and complex technical tax queries. You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions. This will include the processing of personal tax returns and preparation of other tax reporting to HMRC for EIS investments and employee option schemes. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.Duties & key responsibilitiesComplete standard income tax returns/Employment Related Securities reporting to required levelBe involved with the implementation of Making Tax Digital from 2026Use standard letters where requiredCommunicate effectively with colleagues and HM Revenue & CustomsTo regularly update appropriate tax spreadsheets / databasesAbility to complete all work within the allocated time scalesComplete time sheets accurately and on a timely basisResponsible for administrative side of the client take on process within the tax teamSupport the Tax Manager(s) in the first instance and the wider senior tax team; Senior Tax Manager(s) and Tax Director(s)Study and pass professional examsMeet all deadlines and dates set by course providerPlan study throughout the year producing consistent link resultsGeneral responsibilitiesSupport the Tax Manager(s) in the first instance and the wider senior tax team; Senior Tax Manager(s) and Tax Director(s)Skills & abilitiesBasic understanding of income tax, capital gains tax and inheritance taxEffective use of IT including Excel, Word, Outlook, and relevant tax packagesQuestions to improve knowledge and understandingAble to communicate effectively face to face and over the phone with clients and 3rd partiesTakes responsibility for work tasks and quality, managing own workload and deadlines under supervisionShows enthusiasm and commitment to undertaking tasks as required and in particular in seeing tasks through to completionAware of cost implications of actions and meeting set budget requirementsSelf-motivated to study and puts concentrated effort into exam study and link examsMaintains professional standards of conduct and practicePersonal attributes Willing to embrace change and new ideas Attention to detail Be a good team player demonstrating commitment and respect to other team members Open and honest communication Can-do attitude
Job Title
Tax Associate