Private Client Tax Associate in London)

Austin Rose Associates Limited; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment firm in London is seeking a Private Client Tax Associate to prepare tax returns and financial accounts while managing a client portfolio. The role offers a 35-hour work week, 25 days of holiday, and hybrid working options. Ideal candidates should be part-qualified in ATT/CTA or ACA/CTA with over 3 years of personal tax experience. A supportive work culture and opportunities for growth are emphasized.

Benefits

25 days holiday

Hybrid working (50% from home)

Dress for your diary/day

Qualifications

• Must have over 3 years of Personal Tax experience.
• Experience working with a portfolio of HNWIs and property clients.
• Aptitude for identifying advisory assignments.

Responsibilities

• Prepare basic tax returns for individuals, partnerships, and trusts.
• Chase clients for information to complete returns/accounts.
• Support in client meetings and prepare advisory reports.

Skills

Personal Tax experience

Client portfolio management

Tax return preparation

Advisory identification

Education

ATT/CTA or ACA/CTA part qualified or qualified

Job description

Overview

Private Client Tax Associate – Top 40 Firm – London

Are you a Personal Tax Assistant or Semi-Senior seeking a new role with a leading firm in the City?

About the firm

Our client is a fast-growing Top 40 firm, with over 500 staff based in their city office. An award winning firm, with a progressive and supportive culture, this firm has great retention of staff, demonstrated by their plethora of home-grown partners.

Responsibilities

• Private Client Tax Associate responsibilities will include:
• Prepare basic tax returns – individuals, partnerships and trusts working with our outsourcing provider and using our chosen AI solutions.
• Prepare financial accounts for sole traders, barristers and trusts
• Proactively chase clients and third parties for information to complete returns/accounts
• Identifying marketing opportunities to offer new services to clients
• Work with partners and managers supporting in client meeting and on the preparation and delivery of advisory reports.

Requirements / What you will need

• ATT/CTA or ACA/CTA part qualified or qualified
• Over 3 years’ Personal Tax experience
• Exposure to working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWIs, landed estates, non-UK domiciled individuals and non-resident clients
• Demonstrate an aptitude towards identifying potential advisory assignments

Benefits / What you will receive

• 35-hour week
• 25 days holiday
• hybrid working (50% working from home)
• dress for your diary/day

If you are looking for Private Client Tax Associate jobs in London, please contact Austin Rose, the public practice recruitment specialists.