Tax Associate

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

Job summary

Join a dynamic team as a Tax Associate where you will work with a diverse portfolio of clients in the private client tax service. This entry-level role requires strong communication skills and a commitment to learning, with responsibilities including processing tax returns and managing client relationships. You will be supported in your professional development and have the opportunity to work with experienced tax professionals.

Qualifications

• Basic understanding of income tax and capital gains tax.
• Self-motivated to study and pass professional exams.

Responsibilities

• Complete standard income tax returns and reporting.
• Assist with the management of deadlines and technical tax queries.
• Support the Tax Manager and senior tax team.

Skills

Communication

Problem Solving

Attention to Detail

Self-motivation

Education

ATT/CTA or ACA/CTA

Tools

Excel

Word

Outlook

Job description

This is an exciting role within a fun and dynamic team, where you’ll work with a varied portfolio of clients across our private client tax service offering. This role is client facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and the internal teams. The role requires good levels of communication and is suited to those that have a keen interest in business, a desire to learn and the ability to identify and solve problems in a professional manner. There is the requirement to assist with the management of deadlines and complex technical tax queries. You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions. This will include the processing of personal tax returns and preparation of other tax reporting to HMRC for EIS investments and employee option schemes.

Duties & key responsibilities

• Complete standard income tax returns/Employment Related Securities reporting to required level
• Be involved with the implementation of Making Tax Digital from 2026
• Use standard letters where required
• Communicate effectively with colleagues and HM Revenue & Customs
• To regularly update appropriate tax spreadsheets / databases
• Ability to complete all work within the allocated time scales
• Complete time sheets accurately and on a timely basis
• Responsible for administrative side of the client take on process within the tax team
• Support the Tax Manager(s) in the first instance and the wider senior tax team; Senior Tax Manager(s) and Tax Director(s)
• Study and pass professional exams
• Meet all deadlines and dates set by course provider
• Plan study throughout the year producing consistent link results

General responsibilities

• Support the Tax Manager(s) in the first instance and the wider senior tax team; Senior Tax Manager(s) and Tax Director(s)

Skills & abilities

• Basic understanding of income tax, capital gains tax and inheritance tax
• Effective use of IT including Excel, Word, Outlook, and relevant tax packages
• Questions to improve knowledge and understanding
• Able to communicate effectively face to face and over the phone with clients and 3rd parties
• Takes responsibility for work tasks and quality, managing own workload and deadlines under supervision
• Shows enthusiasm and commitment to undertaking tasks as required and in particular in seeing tasks through to completion
• Aware of cost implications of actions and meeting set budget requirements
• Self-motivated to study and puts concentrated effort into exam study and link exams
• Maintains professional standards of conduct and practice

Personal attributes

• Willing to embrace change and new ideas

• Attention to detail

• Be a good team player demonstrating commitment and respect to other team members

• Open and honest communication

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

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