Personal Tax Associate

Salary/Rate:£25,000 - £33,000
Job type:Perm
Town/City:Leicester
County:Leicestershire
Specialisms:Private Client Tax
Level:Associate
Job ref:564291
Post Date:02.10.24
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Meet Our Recruiter

About the Role

About The Role:

Our client is looking for a bright, enthusiastic tax associate who is looking to progress their career. In the role you'll be working with a portfolio of Owner Managed Business (OMB's) and High Net Worth Individuals (HNWI's).
 
Regular responsibilities:
  • Prepare, process and manage the personal tax affairs for a portfolio of clients (and /or clients as requested by the Tax Manager) efficiently and within the statutory deadlines to ensure compliance with HMRC regulations.
  • Assist the team with all administration tasks, prepare draft invoices, and liaise with all client contacts to ensure all billing is completed.
  • Supporting Business tax colleagues with work and tasks.
  • Ensure tax training is undertaken and successfully completed.
  • Participate and contribute to the development of the team.
Required skills:
  • Preferred part qualified ATT with at least 1 year’s practical experience.
  • Experience of working in practice and managing a portfolio of clients is preferred but not necessarily required.
  • Be computer literate (particularly Microsoft Office), and be able to adapt to using new software quickly and easily (IRIS, Xero etc.).
  • Willingness to learn and work within a team.
  • Have excellent attention to detail and thrive on exceeding client expectations.
  • Have excellent verbal and written communication skills.

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