Personal Tax Associate

Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the team.

Client Details

Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business owners, individuals and their families.

Description

• Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships.
• Manage the tax relationships with clients and provide an exceptional level of client service.
• Review of income tax and capital gains tax computations, including liaising with specialists on technical matters.
• Review of business and corporation tax computations, prepared by our Business Services team, for SMEs.
• Provide support and guidance for junior members of the team.
• Support Partners on advisory projects.
• Researching and understanding technical matters and presenting them in a comprehensible and practical way.

Profile

• ACA/ACCA and/or ATT qualified. CTA desirable.
• The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
• Knowledge of inheritance tax and taxation of trusts desirable but not essential.
• Excellent communicator with both clients and colleagues, both written and oral.
• Client driven and commercially aware.
• Team player with an enthusiastic and flexible attitude to work.

Job Offer

A competitive base salary of £35.000-£45,000

22 days annual leave

Flexi time and toil available

Hybrid Working

Pension contributions

Hybrid and flexible working arrangements

Parking on site

Clear careers progression