Personal Tax Associate

Regal Executive Search; Redditch; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading recruitment agency in the UK is seeking a Personal Tax Associate to manage tax compliance and advisory services for high-net-worth clients. The ideal candidate will have at least 2 years of experience and the ability to handle a small portfolio. Responsibilities include liaising with HMRC and ensuring adherence to quality control procedures. Ideal for those looking to make a significant impact in the personal tax sector.

Qualifications

• At least 2 years experience in personal tax.
• Maintain an up-to-date knowledge of personal tax.
• Ability to manage a small client portfolio.

Responsibilities

• Manage day-to-day tax compliance and related advisory matters.
• Review work prepared by junior staff.
• Liaise with HMRC as needed.

Skills

Personal tax advisory services

Client portfolio management

Tax compliance affairs

Risk identification

Education

Degree level education and/or CTA qualified

Job description

Personal Tax Associate

Are you a personal tax professional looking to make a genuine impact within a growing personal tax function?

Would you like to provide advisory services for a wide range of high and ultra‑high net worth clients?

Apply now to this Personal Tax Associate role.

The role

You will provide assistance to Directors/Principals/Partners on your portfolio and ad hoc advisory and transaction work in relation to a range of clients including private equity partnerships and executives.

Your main responsibilities will be:

• Day to day tax compliance affairs of clients and related communications involved with related advisory matters
• Review of work prepared by more junior members of staff
• Liaise with HMRC
• Manage a portfolio of clients including control of financial billings and cash collection within the firm's criteria, ensuring assignments are completed within the agreed scope
• Identify risk and technical matters, whilst exercising judgement within agreed parameters
• Ensure that the firm's quality control procedures are adhered to as appropriate
• Participate in bids/proposals for new work as requested
• Show an emerging ability to recognise business development opportunities and work with the client team to develop these when they arise

What do you need?

• At least 2 years experience
• Maintain an in-depth, up to date, knowledge of personal tax
• Ability to manage a small client portfolio
• Educated to degree level, and/or CTA qualified
• Demonstrable post qualified experience