Private Client Tax Associate - Cambridge

Pro-Tax; Cambridge; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading tax services firm in Cambridge is seeking a Personal Tax Associate. This role involves managing a client portfolio and providing compliance and advisory support. The ideal candidate is ideally ATT qualified or qualified by experience. The position offers CTA support and excellent career progression opportunities within a dynamic team.

Qualifications

• Ideally ATT qualified, or part qualified. Candidates qualified by experience accepted.

Responsibilities

• Manage a portfolio of clients with compliance and advisory support.
• Provide support on inheritance tax, capital gains tax, and trusts.

Skills

Compliance support

Advisory support

Analytical skills

Attention to detail

Education

ATT qualified or equivalent experience

Job description

Overview

Personal Tax Associate - Cambridge - CTA Support Offered

A 1st class provider in personal tax services are growing their Personal Tax team in Cambridge and are now recruiting for a Personal Tax Associate. This mid-tier firm are experts in personal tax and are looking for a bright individual who is looking for future progression, and to embark on the CTA qualification. The last 5 years have been incredibly successful for this firm in terms of client acquisition and they are the 1st choice throughout the South regarding tax advice for high-net-worth individuals, Sole Traders, Entrepreneurs and Non-domiciled individuals. With an excellent training programme in place to fast track Tax Managers to Tax Directors there is genuine scope to carve out a highly profitable career in a short time frame.

Responsibilities

• Manage a portfolio of clients and provide compliance and advisory support in person on inheritance tax, capital gains tax, trusts, and issues affecting non-domiciled residents.
• Operate in a part compliance/advisory capacity, upholding the firm’s high standards and applying strong analytical skills and attention to detail.

Qualifications

• Ideally ATT qualified; candidates who are part qualified or qualified by experience will be considered.

If this role is of interest please email your CV with your contact details to [e-mail]

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.