Personal Tax Associate/Senior Associate

A top 10 practice with an excellent working culture, fantastic training environment and a great team of people to work with are looking to expand their Private Client team with a qualified tax associate/senior associate. You will be working with a range of HNWIs, partnerships, non-dom individuals, as well as some UK and offshore trusts. You will be exposed to both compliance and advisory work.

Key responsibilities:-

• Acting as the main POC for clients, liaising confidently with clients and third parties over email, telephone, letter and in meetings, with the ability to explain complex tax matters.
• Providing a full personal tax compliance and advisory service as required by the circumstances of each client.
• Providing adequate briefing, supervision and training for junior staff including review of their personal tax return preparation work for accuracy and completeness.
• Delivering feedback to junior staff on a regular basis and as part of the appraisal process.
• Involvement in one off tax advisory projects with support provided by senior members of the private client tax team.
• Where necessary, working with the firm's international network in relation to clients' non-UK tax matters, and ensuring UK and international advice is co-ordinated.
• Maintaining the TRS register for the trusts/estates in the team's portfolio.
• Attending business development activities as required and growing your own network, both internally and externally.

Requirements:-

• ATT or CTA qualified
• Recent UK experience gained in a private client / personal tax environment within Practice
• Proven experienced in handling client queries and managing a busy portfolio.
• Well-presented and articulate, with experience of a high level of interaction with clients of significant wealth and a high standard of client service.
• Strong interpersonal skills with excellent communication, both written and verbal.

Hybrid working arrangements are available and you will be working within a diverse and inclusive company.

If you are interested in this opportunity, please apply directly or send a copy of your CV to claire.cheung@ambition.co.uk.

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