Senior Tax Associate

JGA Recruitment Group | B Corp™; Belfast City District; On-site; GBP 38,000 - 54,000; Full time

Job summary

JGA Recruitment Group Ltd is recruiting a Senior Tax Associate in Belfast to join a growing private client tax team. You will prepare personal tax returns and computations, developing client relationships and portfolio management skills.

The role focuses on client service, tax compliance and collaborating across the team, with opportunities to expand knowledge of tax codes, rates and changes. Sponsorship is offered for eligible candidates.

Qualifications

• Studying towards or hold a relevant tax or accountancy qualification (ATT/CTA/ACA/ACCA/CA).
• Strong, relevant practical experience will be considered.

Responsibilities

• Build and maintain strong, professional client relationships.
• Gather and review information required to complete tax returns.
• Respond confidently and promptly to client queries.
• Escalate more complex technical matters where appropriate.
• Manage workloads effectively and work within agreed budgets.
• Identify opportunities to improve processes and ways of working.
• Prepare personal tax returns and computations for review.
• Complete tax returns and accounts covering employment and investment income.
• Assist with personal tax computations for HMRC submission.
• Develop knowledge across tax codes, rates and allowable expenditure.
• Liaise with HMRC on straightforward queries and repayment enquiries.
• Coach junior colleagues and take increasing responsibility for your portfolio.
• Collaborate with the wider team and meet chargeable time targets.

Skills

Client relationships

Attention to detail

Tax compliance

Portfolio management

Communication

Budget awareness

Education

ATT

CTA

ACA

ACCA

CA

Job description

*Must have full FTW as sponsorship is offered.

The Opportunity

We’re recruiting for a Senior Tax Associate to join a professional and growing private client tax team. The role will focus on the preparation of personal tax returns and computations, while providing the opportunity to develop your technical knowledge, client relationships and portfolio management experience.

Key Responsibilities

Client Service

• Build and maintain strong, professional client relationships
• Gather and review information required to complete tax returns
• Respond confidently and promptly to client queries
• Escalate more complex technical matters where appropriate
• Manage workloads effectively and work within agreed budgets
• Identify opportunities to improve processes and ways of working

Private Client Tax

• Prepare personal tax returns and computations for review
• Complete tax returns and accounts covering areas such as employment and straightforward investment income
• Assist with personal tax computations for approval and submission to HMRC
• Develop knowledge across tax codes, rates and allowable expenditure
• Carry out technical research to support client compliance
• Liaise with HMRC on straightforward queries and repayment enquiries
• Identify potential technical issues or areas of risk and upscale appropriately
• Keep up to date with relevant tax legislation and regulatory changes

Team & Development

• Support and coach junior colleagues, sharing knowledge and experience
• Take increasing responsibility for your own portfolio and areas of work
• Apply knowledge and previous experience to new and similar situations
• Collaborate with colleagues across the wider team
• Work towards agreed chargeable time and performance expectations

Qualifications & Experience

Ideally, you will be studying towards or hold a relevant tax or accountancy qualification, such as:

• ATT, CTA, ACA, ACCA, CA
• Candidates with strong, relevant practical experience gained through their career will also be considered.

About You

• Client-focused and professional
• Technically accurate and detail-oriented
• Organised and able to manage competing priorities
• Confident communicating with clients and colleagues
• Keen to continue developing their tax knowledge
• Proactive in identifying issues and finding solutions
• Committed to delivering a high-quality client service
• Collaborative and supportive of the wider team

JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We are also committed to protecting and respecting your privacy. We are a specialist Payroll and HR recruitment agency and recruitment business defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements, together with our privacy notices, set out the basis on which any personal data we collect from you or that you provide to us will be processed by us.