Overview

Private Client Tax Associate – Top 40 Firm – London

Are you a Personal Tax Assistant or Semi-Senior seeking a new role with a leading firm in the City?

About the firm

Our client is a fast-growing Top 40 firm, with over 500 staff based in their city office. An award winning firm, with a progressive and supportive culture, this firm has great retention of staff, demonstrated by their plethora of home-grown partners.

Responsibilities

• Private Client Tax Associate responsibilities will include:
• 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
• Identifying marketing opportunities to offer new services to clients
• Work with partners and managers supporting in client meeting and on the preparation and delivery of advisory reports.

Requirements / What you will need

• ATT/CTA or ACA/CTA part qualified or qualified
• Over 3 years’ Personal Tax experience
• Exposure to working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWIs, landed estates, non-UK domiciled individuals and non-resident clients
• Demonstrate an aptitude towards identifying potential advisory assignments

Benefits / What you will receive

• 35-hour week
• 25 days holiday
• hybrid working (50% working from home)
• dress for your diary/day

If you are looking for Private Client Tax Associate jobs in London, please contact Austin Rose, the public practice recruitment specialists.