Partner Office - Tax Associate

TN United Kingdom; Reading; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in the UK is looking for an Associate to join their Partner Office Partner Tax team. This permanent role offers opportunities for professional growth through supported study for ATT and CTA qualifications. The successful candidate will handle tax affairs, prepare annual tax returns, and address queries related to capital gains and income tax. The position requires strong analytical skills, effective communication, and the ability to work under pressure while maintaining confidentiality.

Benefits

Flexible working arrangements

Private medical cover

24/7 virtual GP access

Volunteering days

Qualifications

• Strong numeric and analytical skills.
• Excellent interpersonal and communication skills.

Responsibilities

• Prepare accurate tax data inputs for partners’ tax returns.
• Manage workload, schedules, and action lists to meet deadlines.
• Perform administrative duties using the online filing system.

Skills

Analytical Skills

Communication

Teamwork

Tools

Excel

Google Sheets

Google Docs

Job description

The Partner Office Partner Tax team (18 members) is seeking to recruit an Associate on a permanent contract, with supported study opportunities for ATT and CTA qualifications upon demonstrating suitability.

Team Responsibilities:

• Handle the tax affairs of all firm partners, approximately 1 in total.
• Primarily focus on compliance work, including preparing partners’ annual tax returns.
• Address ad hoc tax queries related to capital gains, income tax, and financial reviews such as pension relief calculations, EIS deferrals, and elections.

Daily Tasks:

1. Prepare accurate tax data inputs for partners’ tax returns.
2. Gather and prepare information for review by senior team members.
3. Manage workload, schedules, and action lists to meet deadlines.
4. Take appropriate actions to resolve issues and ensure timely completion.
5. Perform administrative duties using the online filing system (AODocs), maintaining Engagement Libraries and ensuring proper filing of emails and documents.
6. Participate in team meetings, follow up on actions, and support the team with ad-hoc administrative tasks.

Candidate Profile:

• Strong numeric and analytical skills, proactive, self-motivated, responsible.
• Excellent interpersonal and communication skills for professional responses to partners’ queries via face-to-face, phone, or email.
• Proficient in IT, especially Excel, Google Sheets, and Docs.
• Committed to maintaining confidentiality and understanding of risk.
• Capable of working under pressure and adapting quickly to change.
• Effective team player, focused on delivering excellent client service from the partner’s perspective.

Benefits:

We offer flexible working arrangements, private medical cover, 24/7 virtual GP access, volunteering days, and more, to support your career and personal development regardless of your stage in life.