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Private Client Tax Associate/ Senior Associate

Ambition is excited to be working with an exceptional top 10 accountancy practice looking for a private client tax associate in Kent.

The Firm:

The firm is highly reputable, and you could join a team that brings unique insights and a passion for middle market companies. The firm has an exceptional global network, that truly appreciates its employees and will value your experience, insights and goals. Offices are in Kent, albeit remote working has naturally become part of the role.

The Role:

As a tax associate, the responsibilities for the role include acting as a day-to-day point of contact for clients by providing them with a full personal tax compliance service as required by the circumstances of each client. You will also get the opportunity to provide briefing, supervision, and training for junior staff.

Responsibilities include:

  • Liaise with clients by phone, post, email and in person.

  • Review and prepare complex personal tax returns.

  • Work alongside partners on one-off technical assignments for new and existing clients.

  • Develop and maintain an advanced level of technical knowledge through appropriate courses.

  • Involvement in business development activities, attending seminars and networking activities.

The Candidate:

To be considered for the tax associate role, the ideal candidate will have proven experience gained in a personal tax department within a professional practice environment dealing with high net worth clients completing both compliance and advisory work.

Requirements include:

  • CTA qualified.

  • Proven experience in client handling and managing a busy portfolio.

  • Experience in an advisory role (in addition to compliance work).

  • Experience using Digita software is advantageous

  • Ability to work in a team environment developing mutually supportive and effective working relationships.

If this sounds of interest, please apply directly or call Timo Turnley on 020 743 07263.