Private Client Tax Associate

Rutherford Briant; City Of London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading tax consultancy firm in Central London is seeking a Private Client Tax Associate to prepare tax returns and produce financial accounts. The role involves client engagement and identifying business opportunities. Candidates should be fully qualified ACCA/ACA/ATT, and experience with CCH and Trusts accounts is required. This position offers a fantastic development programme and hybrid working options.

Benefits

Fully funded study support

Hybrid working

Private medical insurance

Regular work events

Charity involvement

Qualifications

• Fully qualified ACCA/ACA/ATT; if ATT, must pursue CTA.
• Experience in CCH and Trusts accounts.
• Client portfolio exposure.

Responsibilities

• Prepare tax returns for individuals, partnerships, and trusts.
• Produce statutory financial accounts ensuring compliance.
• Coordinate information flow with clients and third parties.
• Identify business opportunities for additional services.

Skills

Statutory financial accounts preparation

Client engagement

Tax return preparation

Business development

Education

ACCA/ACA/ATT qualified

Tools

CCH software

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

• 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

• 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

• 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.