Tax Associate

Talent Management - 1; Priestcliffe; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working 1-2 days onsite per月

25 days annual leave

Salary sacrifice options

Discretionary Christmas bonus

24/7 Online GP

Retail discounts

Study support for ATT/ACCA

Career progression

Job summary

Adroit Jobs is seeking a Tax Associate to join the growing tax operations team in the UK. You will prepare Self Assessment and partnership returns, handle tax computations, and liaise with clients and HMRC. The role supports MTD for ITSA readiness as the service scales, with hybrid working options.

The ideal candidate will have 2–4 years of UK personal tax or Self Assessment experience, be ATT/ACCA-part qualified or studying, and familiar with rental income, CGT, CIS, and cloud accounting tools.

Qualifications

• 2–4 years of UK personal tax or Self Assessment experience in a practice.
• Working knowledge of tax software (TaxCalc, CCH, IRIS or similar).
• ATT part-qualified or studying (or ACCA equivalent).
• Experience with rental accounts, CGT, or CIS and MTD for ITSA.

Responsibilities

• Prepare and submit Self Assessment tax returns (SA100) for sole traders, self-employed and landlords.
• Prepare partnership returns (SA800) and supporting schedules.
• Handle tax computations across multiple income sources.
• Support HMRC correspondence and penalty appeals.
• Maintain records and liaise with clients to verify documents.

Skills

UK personal tax

Self Assessment

Attention to detail

Client communication

Education

ATT/ACCA

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

We are looking for a Tax Associate to join our 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

Adroit Jobs is a specialist recruitment consultancy supporting businesses across the UK in finding exceptional talent. We work closely with our clients to understand their needs and connect them with candidates who can make a real difference. Whether you are at the start of your career or looking for your next challenge, we are here to help you find the right opportunity.

How to Apply

If you are interested in this role, please get in touch with Raheel Rana at Adroit Jobs: