Tax Associate

CONFIDENCIAL; Priestcliffe; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave

Salary sacrifice options

Discretionary Christmas bonus

Online GP

Retail discounts

Study support for ATT/ACCA

Career progression

Job summary

CONFIDENCIAL is seeking a Tax Associate to join its tax operations team in the United Kingdom. The role focuses on preparing Self Assessment returns for sole traders, partnerships, and landlords, with duties expanding to tax computations and HMRC correspondence.

The position offers hybrid working, 25 days leave, and study support for ATT/ACCA, as the service scales for ITSA delivery.

Qualifications

• 2-4 years experience in UK personal tax or Self Assessment within a practice environment
• ATT part-qualified or actively studying (or ACCA equivalent)
• Strong attention to detail and accuracy under pressure
• Good communication skills, confident liaising with clients and HMRC

Responsibilities

• Prepare and submit Self Assessment tax returns for sole traders, self-employed individuals, and landlords
• Prepare partnership returns and supporting schedules
• Handle tax computations for mixed income sources including employment, dividends, rental income, CIS, and foreign income
• Support Capital Gains Tax calculations and disclosures
• Respond to HMRC correspondence including PAYE queries, compliance requests, and penalty appeals
• Liaise with clients to obtain and verify financial records
• Maintain accurate records and workflow trackers to ensure deadlines are met
• Support senior team members with ad hoc tax queries and projects
• Assist with MTD for ITSA readiness as the service scales

Education

ATT part-qualified or ACCA equivalent

Tools

TaxCalc

CCH

IRIS

Xero

QuickBooks

Job description

Employment Type: Full-time, Permanent

Salary: £35,000 - £45,000 per annum (depending on experience and qualification)

About the Role

Our client need a Tax Associate to join their growing tax operations team. Reporting to the Tax Operations Manager, you will support the delivery of personal tax and Self Assessment services for sole traders, self-employed individuals, and landlords. This is an excellent opportunity for someone looking to develop their tax career within a modern, digital-first tax service ahead of Making Tax Digital (MTD) for ITSA.

Key Responsibilities:

• Prepare and submit Self Assessment tax returns (SA100) for sole traders, self-employed individuals, and landlords
• Prepare partnership returns (SA800) and supporting schedules
• Handle tax computations for mixed income sources including employment, dividends, rental income, CIS, and foreign income
• Support Capital Gains Tax calculations and disclosures
• Respond to HMRC correspondence including PAYE queries, compliance requests, and penalty appeals
• Liaise with clients to obtain and verify financial records (P60s, P45s, dividend vouchers, CIS statements, rental schedules)
• Maintain accurate records and workflow trackers to ensure deadlines are met
• Support senior team members with ad hoc tax queries and projects
• Assist with MTD for ITSA readiness as the service scales

Person Specification:

• 2-4 years experience in UK personal tax or Self Assessment within a practice environment
• Working knowledge of tax software (TaxCalc, CCH, IRIS, or similar)
• Strong attention to detail and accuracy under pressure
• Good communication skills, confident liaising with clients and HMRC
• Organised with the ability to manage multiple deadlines
• ATT part-qualified or actively studying (or ACCA equivalent)
• Experience with rental accounts, CGT, or CIS
• Familiarity with MTD for ITSA
• Exposure to cloud accounting software (Xero, QuickBooks)

What We Offer

• Hybrid working: 1-2 days per month onsite in Penarth/Cardiff or Teddington
• 25 days annual leave + bank holidays (increasing with service)
• Salary sacrifice options (car, pension, Cycle to Work)
• Discretionary Christmas bonus
• 24/7 Online GP
• Retail discounts and rewards
• Study support for ATT/ACCA if applicable
• Clear progression path within a growing tax service