Private Client Tax Associate - Southampton

Pro-Tax; Hedge End; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading provider of personal tax services is looking for a Personal Tax Associate in Southampton. This role offers an opportunity to work with a diverse client portfolio, engage in tax compliance and advisory, and pursue CTA qualification with a clear career progression path. Candidates should ideally be ATT qualified or have equivalent experience. This role is suited for detail-oriented individuals with strong analytical skills seeking to advance their careers in personal tax.

Qualifications

• Strong analytical skills and high attention to detail.
• Have or pursuing ATT qualification.
• Experience in personal tax compliance/advisory work.

Responsibilities

• Manage a portfolio of clients providing compliance and advice.
• Work on inheritance tax, capital gains tax, and Trusts.
• Engage in both compliance and advisory work.

Skills

Analytical skills

Attention to detail

Education

ATT qualification

Qualified-by-experience

Job description

Personal Tax Associate - Southampton - CTA Support Offered

A first-class provider in personal tax services is growing their Personal Tax team in Southampton and is now recruiting for a Personal Tax Associate. This mid-tier firm specializes in personal tax and seeks a bright individual interested in future progression and pursuing the CTA qualification.

The last five years have been highly successful for this firm in client acquisition. They are the first choice throughout the South for tax advice to HNWI, Sole Traders, Entrepreneurs, and Non-domiciled individuals. The firm offers an excellent training program designed to fast-track Tax Managers to Tax Directors, providing genuine scope for a highly profitable career in a short period.

As a Personal Tax Associate, you will manage a portfolio of clients, providing compliance and advice on inheritance tax, capital gains tax, Trusts, and issues affecting non-domiciled residents. This role involves both compliance and advisory work, requiring high standards, analytical skills, and attention to detail.

Ideally, candidates will be ATT qualified; however, part-qualified or qualified-by-experience applicants will also be considered.

If interested, please email your CV with contact details to [e-mail].

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We are committed to diversity and inclusion and welcome applicants from all backgrounds. Please let us know if there are any accommodations we can provide to facilitate your application process.