Tax Associate

Wilson Partners; Maidenhead; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in tax services is seeking a Tax Associate trainee to support the tax department's operations. This role involves managing client relationships, preparing tax returns, and working towards professional qualifications. Ideal candidates will have strong GCSEs, a degree with 2:1 or higher preferred, and possess excellent communication and organizational skills.

Qualifications

• No prior tax experience required.
• Proficiency in MS Office (Word, Excel, Outlook).
• Strong GCSEs and A levels; degree with 2:1 or higher preferred.

Responsibilities

• Manage client relationships primarily over the phone and face-to-face.
• Prepare and finalize accurate, timely tax returns for review.
• Maintain sufficient technical knowledge for responsibilities.

Skills

Communication

Problem Solving

Organizational Skills

Attention to Detail

Education

Degree with 2:1 or higher preferred

Strong GCSEs and A levels

Tools

MS Office

Job description

Be among the first 25 applicants

The Tax Associate (trainee role with study package) will play an important team role in the day-to-day planning, organisation and smooth running of the tax department, to ensure all financial and business objectives are met.

This role is client-facing and requires excellent communication skills and the ability to build long-term professional relationships with clients and internal teams. It is suited to individuals with a keen interest in business, a desire to learn, and problem-solving abilities.

The role involves assisting with managing deadlines and complex technical tax queries.

You will be a vital team member, providing accurate, timely information to clients to support informed decision-making. Responsibilities include processing personal tax returns and preparing other tax reports for HMRC, including EIS investments and employee option schemes.

Duties & Key Responsibilities

Client Management

• Manage client relationships primarily over the phone and face-to-face where appropriate.
• Build rapport to understand client expectations and deliver high-quality service.
• Support clients with tax return provisions.
• Coordinate with the client relationship manager and team to ensure cohesive service delivery.

Tax Delivery

• Prepare and finalize accurate, timely tax returns for review.
• Collaborate with other service streams and gather personal tax information for multi-disciplinary clients.
• Apply legislation appropriately to your work.
• Follow the firm’s risk management procedures and seek senior advice when necessary.

Technical Competence

• Maintain sufficient technical knowledge for your responsibilities.
• Work towards a professional qualification (ATT/CTA).

People Skills

• Be approachable and proactive about team performance and well-being.

Operations & Results

• Manage billing and maintain accurate records.
• Monitor and analyze your time sheets.
• Achieve your financial targets.

Skills & Abilities

We seek enthusiastic, hardworking individuals with a 'can-do' attitude, high attention to detail, excellent communication skills, good organizational skills, and a proactive approach to technology and office systems.

Knowledge & Experience

• No prior tax experience required.
• Proficiency in MS Office (Word, Excel, Outlook).
• Strong GCSEs and A levels; degree with 2:1 or higher preferred.