Private Client Tax Associate

Robert Warwick-Justice; City Of London; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading tax consultancy in Central London is seeking a Private Client Tax Associate. The role involves preparing tax returns, producing statutory accounts, and managing client communications. Ideal candidates will be fully qualified in ACCA, ACA, or ATT and have experience in CCH and Trusts accounts. This position offers a fantastic development program, flexible hybrid working, and private medical insurance.

Benefits

Fantastic development program

Fully funded study support

Hybrid working and flexible hours

Regular work events and charity involvement

Private medical insurance

Qualifications

• Fully qualified ACCA, ACA, or ATT. ATT candidates must pursue CTA.
• Experience with CCH and Trusts accounts.
• Exposure to handling client portfolios.

Responsibilities

• Prepare and submit tax returns for various entities.
• Produce statutory financial accounts ensuring compliance.
• Manage client and third-party communications for documentation.
• Identify business opportunities for additional services.

Skills

ACCA/ACA/ATT qualification

Experience with CCH and Trusts accounts

Client portfolio management

Job description

One of my clients is looking for a Private Client Tax Associate in Central London. They are an award-winning firm who are seeking a talented individual to join their collaborative team.

Responsibilities

As a Private Client Tax Associate, you will…

• Prepare and submit tax returns for individuals, partnerships, and trusts, working closely with our outsourcing provider and leveraging AI solutions to enhance accuracy and efficiency.
• Produce statutory financial accounts for sole traders, barristers, and trusts, ensuring compliance with accounting standards and client requirements.
• Coordinate and manage information flow, proactively engaging with clients and third parties to gather documentation needed for timely completion of returns and accounts.
• Identify and develop business opportunities, highlighting areas where additional services could support client needs and add value.

Requirements

As a Private Client Tax Associate, you will need…

• ACCA/ACA/ATT fully qualified – if ATT qualified, you would need to be looking to start your CTA as well.
• CCH and Trusts accounts experience
• Exposure around clients from a portfolio

Benefits

As a Private Client Tax Associate, you will get…

• Fantastic development programme which will boost your career.
• Fully funded study support.
• Hybrid working and flexible hours.
• Regular work events and charity involvement.
• Private medical insurance.

Plus, many more!

If this opportunity looks of any interest to you then please reach out to Dawid Lukasiak on 01371832922.

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.