Personal Tax Associate

Michael Page Finance; Chester; On-site; GBP 35,000 - 45,000; Full time

Job summary

Michael Page Finance is seeking a Personal Tax Associate to handle a range of tax compliance tasks, including preparing and submitting personal tax returns and advising clients on tax matters. The role supports the tax team within a professional services firm based in Chester.

Ideal candidates will have experience in personal tax compliance, a solid understanding of UK tax rules, and proficiency with tax software.

Qualifications

• Experience or knowledge in personal tax compliance.
• Strong understanding of UK tax regulations.
• Proficiency with tax software and related tools.
• Good attention to detail and organisational skills.
• Strong communication skills to liaise with clients and colleagues.
• Preferred ATT or CTA progression.

Responsibilities

• Prepare and submit personal tax returns for a range of clients.
• Assist clients with tax compliance and advisory queries.
• Review and analyse tax documentation to ensure accuracy.
• Collaborate with other departments to provide integrated services.
• Stay updated with tax regulations and industry changes.
• Support senior tax professionals in project work.
• Maintain accurate records and manage client correspondence.
• Provide guidance to clients on potential tax-saving opportunities.

Skills

Personal tax

UK tax regulations

Tax software

Attention to detail

Communication skills

ATT/CTA progress

Education

ATT/CTA progress towards qualification

Tools

Tax software tools

Job description

As a Personal Tax Associate, you'll handle a variety of tax compliance tasks, ensuring the smooth management of personal tax returns and related processes. Your role will be essential in supporting the tax team and delivering quality services within the professional services industry

Client Details

An established and respected practice based in Chester.

Description

• Prepare and submit personal tax returns for a range of clients.
• Assist clients with tax compliance and advisory queries.
• Review and analyse tax documentation to ensure accuracy.
• Collaborate with other departments to provide integrated services.
• Stay updated with tax regulations and industry changes.
• Support senior tax professionals in project work.
• Maintain accurate records and manage client correspondence.
• Provide guidance to clients on potential tax-saving opportunities.

Profile

A successful Personal Tax Associate should have:

• Experience or knowledge in personal tax compliance.
• A strong understanding of UK tax regulations.
• Proficiency in using tax software and related tools.
• Good attention to detail and organisational skills.
• Strong communication skills to liaise effectively with clients and colleagues.
• A relevant qualification or progress towards one, such as ATT or CTA, is preferred.

Job Offer

• Salary between £35,000 and £45,000, dependent on the level of experience.
• Permanent position within the professional services industry.
• Opportunity to develop expertise in personal tax in Liverpool.