Personal Tax Associate (ATT/CTA) - Register your interest

Cooper & Hall Limited; Nottingham; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

36 days holiday

Private medical insurance

Subsidised gym membership

Life assurance

Pension scheme

Cycle to work scheme

Job summary

A leading tax advisory firm in Nottingham is seeking a candidate for a role in their Private Client Tax team, focusing on personal tax compliance. You'll manage a portfolio of clients, including high net worth individuals and property landlords. The firm provides support for ATT-CTA studies, comprehensive training, and offers great benefits, including 36 days holiday and private medical insurance. Ideal candidates will have strong communication skills, A-level qualifications, and a keen interest in a tax career.

Qualifications

• Minimum A-levels, B,B,C grades (or equivalent and excluding general studies).
• Grade B/6 or above in GCSE Maths and English Language (GSCE or equivalent).
• No previous professional exam study required.
• Excellent communication skills and ability to write present reports.
• Interest in pursuing a career in tax with view of completing examinations.

Responsibilities

• Managing annual personal tax compliance cycle.
• Liaising directly with clients, HMRC and colleagues.
• Assisting clients with ad-hoc tax queries.
• Supporting managers in tax planning and advice.

Skills

Excellent communication skills

Ability to write and present professional reports

Proactive and enthusiastic

Ability to work under pressure

Education

Minimum A-levels, B,B,C grades or equivalent

Grade B/6 or above in GCSE Maths and English Language

Tools

Microsoft Word

Microsoft Excel

Job description

Role overview

This is an excellent opportunity to join our Private Client Tax team, which provides a wide range of personal tax compliance and advisory services to a diverse portfolio of clients.

The successful candidate will focus primarily on personal tax compliance work, corresponding with clients, other departments within the office, and HM Revenue & Customs (HMRC).

This role includes full support to study the ATT-CTA tax pathway, alongside on-the-job learning and mentoring.

You will work as part of a team managing a varied portfolio of personal tax clients, including high net worth individuals, business owners, property landlords, partnerships, and trusts.

Your typical daily duties will include:

• Managing the annual personal tax compliance cycle for your own allocation of clients, including completion of self-assessment tax returns and related correspondence.
• Liaising directly with clients, HMRC, and colleagues in other departments as required.
• Assisting clients and supporting colleagues with ad-hoc tax queries.
• Supporting managers and partners in delivering tax planning and high-level advice across a broad range of personal taxation matters.

Training

The firm provides full support, study leave and tuition costs, for the first attempts at all the exams and assessments that go towards the Level 7 Accountancy Professional Apprenticeship with the Institute of Chartered Accountants in England and Wales (ICAEW) qualification. With first time passes, it takes three years to complete your studies. Tuition is given by one of the leading external providers, Kaplan.

We also provide practical training internally. Immediately on joining us, you receive two weeks of training in accounting, our business language, and in auditing. This lays the foundation for your first year’s practical experience.

Benefits

• 36 days holiday (including bank holidays & Compulsory Christmas shutdown counted as part of holiday entitlement)
• The ability to ‘purchase’ extra days leave in salary sacrifice
• Private medical insurance at discounted rates
• Private medical insurance (Assistant manager and above)
• Subsidised corporate gym membership at Fitness First
• Life assurance (4x salary)
• Season ticket loan (for travel)
• Enhanced Maternity & Paternity pay
• Pension Scheme arrangements
• Employee discount platform – UHY Plus
• Cycle to work scheme

Academic requirements

• Minimum A-levels, B,B,C grades (or equivalent and excluding general studies);
• Grade B/6 or above in GSCE Maths and English Language (GSCE or equivalent).
• No previous professional exam study required
• The role requires excellent communication skills and demonstrable ability to write and present professional reports would be an advantage.
• A keen interest in pursuing a career in tax with a view to completing the examinations would be an advantage

System experience

• Experience of using Microsoft Word/Excel to a good level.

Personal effectiveness

• Key role for an enthusiastic and proactive individual with an ambition to succeed within the profession.
• You will need to be able to work under pressure and to be able to manage workload and expectations.
• Should be confident with client facing.
• An awareness of business tax environment, bookkeeping or similar industry knowledge.

Learning and development

We will support your development and progress towards more complex and technical work. Enthusiasm to learn is therefore key.