Personal Tax Associate

Regal Executive Search; Redditch; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading firm is seeking a Personal Tax Associate to provide advisory services for high net worth clients. The role involves managing tax compliance, liaising with HMRC, and overseeing junior staff. This position is ideal for professionals with at least 2 years of experience looking to make an impact in a growing team.

Qualifications

• At least 2 years experience in personal tax.
• In-depth knowledge of personal tax regulations.
• Experience managing a small client portfolio.

Responsibilities

• Manage daily tax compliance and client communications.
• Review work from junior staff and liaise with HMRC.
• Participate in bids and identify business development opportunities.

Skills

Tax compliance

Client management

Risk assessment

Communication

Business development

Education

Degree level qualification

CTA qualification

Job description

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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