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- Tasks: Manage a portfolio of high-net-worth clients and prepare their tax returns.
- Company: Join a reputable accountancy firm in Bournemouth known for exceptional client service.
- Benefits: Enjoy a hybrid work model, 25 days leave, and a contributory pension scheme.
- Why this job: Great opportunity to gain diverse experience and work towards becoming a Chartered Tax Adviser.
- Qualifications: A-level education required; ATT and CTA qualifications preferred.
- Other info: Flexible working hours with core hours from 10-4 and eligibility for profit-sharing.
The predicted salary is between 36000 - 60000 £ per year.
A well-established reputable accountancy practice firm in Bournemouth is looking for a motivated and confident tax associate. The firm delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients. These include those with UK and offshore interests, property owners, business owners, partnerships and trusts.
A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients’ affairs.
The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm with a diverse client base. We are offering the successful candidate the opportunity to commence or complete their study towards becoming a Chartered Tax Adviser.
Key characteristics and skills required:
- Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
- Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager.
- Experience of supporting the delivery of ad hoc advisory work connected to the client.
- The ability to use their own initiative and to problem solve.
- Excellent organisational and interpersonal skills and provide accurate work in a timely and cost-effective manner.
- Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return.
- Excellent IT skills.
- Candidates must be educated to at least ‘A’ level standard and ideally graduate level. Ideally, you should have obtained ATT and be studying for (or have recently obtained) the CTA qualification.
Reward and benefits
- A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4).
- Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies.
- Eligibility for the firm’s Profit-Sharing Plan. Paid in December.
- Paid overtime or time off in lieu.
If this sounds like the sort of opportunity you would like to pursue, please apply now and feel free to contact Lorna Pilling directly on 07900 224915 for a confidential career discussion.
Please note: All applicants must have the Right to Work in the UK as sponsorship for overseas employees cannot be provided for this role.
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Personal Tax Associate employer: Hays Taxation
Contact Detail:
Hays Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Associate
✨Tip Number 1
Familiarize yourself with the specific tax regulations and compliance requirements for high-net-worth individuals in the UK. This knowledge will not only help you during the interview but also demonstrate your commitment to understanding the unique needs of the firm's clientele.
✨Tip Number 2
Network with professionals in the accountancy and tax advisory field, especially those who work with private clients. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 3
Prepare to discuss your experience with tax compliance and any specific cases where you've successfully managed a portfolio of clients. Highlight your problem-solving skills and ability to meet deadlines, as these are crucial for the role.
✨Tip Number 4
Showcase your enthusiasm for continuous learning, especially regarding the Chartered Tax Adviser qualification. Mention any relevant courses or certifications you are pursuing, as this aligns with the firm's commitment to professional development.
We think you need these skills to ace Personal Tax Associate
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Personal Tax Associate position. Understand the key responsibilities and required skills, such as tax compliance and client communication.
Tailor Your CV: Customize your CV to highlight relevant experience in tax compliance and advisory services. Emphasize any previous work with high-net-worth clients and your educational background, especially if you have ATT or CTA qualifications.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your motivation for the role and your understanding of the firm's values. Mention specific experiences that demonstrate your ability to manage a portfolio of clients and your problem-solving skills.
Highlight Soft Skills: In your application, emphasize your interpersonal skills, self-motivation, and ability to work under pressure. These traits are crucial for a successful Personal Tax Associate, so provide examples of how you've demonstrated these in past roles.
How to prepare for a job interview at Hays Taxation
✨Show Your Tax Knowledge
Be prepared to discuss your understanding of tax compliance and advisory services. Highlight any relevant experience you have with high-net-worth clients, trusts, or partnerships, as this will demonstrate your suitability for the role.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've used your initiative to solve complex tax issues in the past. This will showcase your ability to handle the diverse challenges that come with managing a portfolio of clients.
✨Communicate Confidently
Practice articulating your thoughts clearly and confidently. Since the role involves liaising with clients and other departments, strong communication skills are essential. Be ready to explain how you would gather information for tax returns effectively.
✨Highlight Your Team Player Attitude
Emphasize your ability to work collaboratively within a team. Share experiences where you contributed to team goals or supported colleagues, as this aligns with the firm's values of being a committed and flexible team player.
