Private Client Tax Associate

AJ Chambers ®; Sevenoaks; Hybrid; GBP 42,000 - 58,000; Full time

Benefits offered by this job

Hybrid working policy

Parking

Employee Assistance programme

Client referral scheme

23 days holiday + bank holidays

Job summary

AJ Chambers is seeking a Tax Senior in Sevenoaks to manage a varied portfolio of personal tax work, including compliance, advisory and planning. You will report to Tax Managers and often to Partners, handling deadlines and client communications.

You will prepare and review personal tax returns, P11Ds, and MTDS, while supporting advisory projects, with focus on timely, accurate tax submissions and proactive planning for clients.

Qualifications

• Minimum three years’ experience in personal tax.
• ATT/CTA qualification would be highly desirable.

Responsibilities

• Preparing and reviewing personal tax returns and Making Tax Digital (MTD) returns with minimal supervision.
• Preparing, reviewing, and submitting P11D, including benefits-in-kind calculations and employer Class 1A NICs, and advising clients on compliance and deadlines.
• Handling a portfolio of clients and acting as a day-to-day point of contact
• Producing accurate tax computations (income tax, capital gains)
• Reviewing work prepared by junior members of staff and providing guidance and on-the-job support
• Identifying tax planning opportunities and escalating to partners where appropriate
• Liaising directly with clients to resolve queries and obtain information
• Preparing and responding to HMRC correspondence, enquiries, and disclosures
• Ensuring compliance with UK tax legislation, HMRC deadlines, and internal procedures
• Dealing with advisory assignments and more complex tax matters (inheritance tax, capital gains and non-residents)
• Monitoring workflow and managing deadlines across own client portfolio
• Keeping up to date with changes in tax legislation and best practice
• Using tax compliance software and maintaining accurate client records
• Eagerness to learn and apply the knowledge

Skills

Excellent communication

Analytical thinking

Attention to detail

MS Excel

Education

ATT/CTA qualification desirable

Tools

MS Office

Job description

About the Company

The Tax Team: You will be a senior member of our Tax department in Sevenoaks, working on a variable pool of tax returns. You will be reporting up to Tax Managers and often directly to Partners.

About the Role

We are looking for a Tax Senior who will work on a variety of personal tax assignments (compliance, advisory and planning). Duties will be ensuring our clients’ tax affairs are kept timely, up to date, and compliant. The role will consist of

• Working on a portfolio of personal tax clients and preparing returns.
• Supporting managers and partners with advisory projects and tax planning.
• Maintaining strong client relationships.

Responsibilities

• Preparing and reviewing personal tax returns and Making Tax Digital (MTD) returns with minimal supervision
• Preparing, reviewing, and submitting P11D, including benefits-in-kind calculations and employer Class 1A NICs, and advising clients on compliance and deadlines
• Handling a portfolio of clients and acting as a day-to-day point of contact
• Producing accurate tax computations (income tax, capital gains)
• Reviewing work prepared by junior members of staff and providing guidance and on-the-job support
• Identifying tax planning opportunities and escalating to partners where appropriate
• Liaising directly with clients to resolve queries and obtain information
• Preparing and responding to HMRC correspondence, enquiries, and disclosures
• Ensuring compliance with UK tax legislation, HMRC deadlines, and internal procedures
• Dealing with advisory assignments and more complex tax matters (inheritance tax, capital gains and non-residents)
• Monitoring workflow and managing deadlines across own client portfolio
• Keeping up to date with changes in tax legislation and best practice
• Using tax compliance software and maintaining accurate client records
• Eagerness to learn and apply the knowledge

Qualifications

• Minimum of three years’ experience in personal tax
• ATT/CTA qualification would be highly desirable

Required Skills

• Excellent communication skills (both written and oral)
• Strong analytical and mathematical skills
• Reliability, productivity, and attention to detail
• Knowledge of MS Office particularly Excel

The Employment Benefits

• Competitive salary
• 23 days holiday plus bank holidays
• Hybrid working policy - at least 3 days in the office a week, with a core hours system in place
• Paid time off between Christmas and New Year
• Parking
• Employee Assistance programme
• Client referral scheme