Tax Associate (UK/US Private Client) — Training & Study

Tax Associate (UK/US Private Client) — Training & Study

Trainee 30800 - 30800 £ / year (est.) No working from home possible
Isosceles Finance Limited

At a Glance

  • Tasks: Assist in preparing UK/US tax returns and build client relationships.
  • Company: Join a supportive boutique tax firm with a focus on employee ownership.
  • Benefits: Competitive salary, professional training, bonuses, and paid study leave.
  • Other info: Dynamic team environment with regular social events and internal training.
  • Why this job: Kickstart your career in tax with real responsibilities and growth opportunities.
  • Qualifications: Recent graduate with a minimum 2:1 degree and strong interpersonal skills.

The predicted salary is between 30800 - 30800 £ per year.

Isosceles HR is recruiting on behalf of Ingleton Partners Ltd. At Ingleton Partners, we want to hear from graduates who are interested in training towards professional tax status and building a great future as a tax specialist in UK/US private client tax. To ensure you succeed we’ll provide the training and support you need, interesting and complex clients to work on, combined with the responsibility and autonomy to allow you to grow in this unique area of international tax.

You’ll work with experienced supportive professionals, receive a funded path to a professional qualification, and face the kind of challenges that turn smart graduates into confident tax professionals.

About Ingleton Partners Ltd: We are a boutique private client tax firm based in West London, specialising in US & UK tax. We work closely with high-net-worth individuals, many who are subject to both UK and US taxes. The firm today is owned by an Employee Ownership Trust – for the benefit of its employees. Since our founding we have always promoted from within: the current management team are all original partners or have been with the firm from the start of their careers. We have numerous social events throughout the year and our annual away conference. In addition to a competitive salary, we operate a profit-based bonus scheme, exam success bonuses and an annual EOT (Employee Ownership Trust) bonus.

About You: You’ll be a recent graduate who has achieved, or is predicted to achieve, a minimum 2.1 (or equivalent) degree. You’ll have to quickly establish yourself as an integral part of the Ingleton Partners team, so you’ll thrive working in a collaborative environment and have strong interpersonal and communication skills.

The Role: We are looking for several candidates to join our team in June 2026 on a full-time basis, working from our West London office. The successful candidates will join a diverse team of driven and friendly professionals. You will work in a relaxed but professional environment. From day one you will gain experience on the job, and your primary role will entail communicating with clients and helping our team prepare US and UK income tax returns, UK and US tax calculations and US information returns. This will be the prime focus of your work.

In addition, you will be expected to:

  • Prepare engagement letters and client acceptance documentation and walk clients through our take on procedures;
  • Take responsibility for all client matters as directed by the Managers and Directors;
  • Begin to develop professional relationships and build trust with clients;
  • Be aware of and adhere to budgets as well as deadlines and communicate issues;
  • Rise to the challenge of learning two systems of taxation (UK and USA) and understanding how they interact.

Salary: £30,800 per annum.

Professional Training: Within your first year we will expect you to start your study towards a professional qualification e.g. ATT (the Association of Taxation Technicians) and the firm will provide you with a training contract and pay for the necessary taught courses, course materials, revision courses, exam and membership fees. We will also provide paid study leave to put you in the best position to pass on your first attempt. In addition, we’ll provide regular internal learning sessions and training throughout the year to keep developing your skills and knowledge.

What You Need: Our minimum requirements are:

  • Have, or be predicted to achieve a minimum 2:1 degree (or equivalent), ideally in a discipline with a numeracy base.
  • 3 A Levels (or equivalent), with at least two at grades A*-B.
  • Strong GCSE grades, including Maths (A/7 or higher preferred) and English Language.
  • Passionate about working with people and strong at networking and relationship building.
  • Strong IT skills and a confident user of Microsoft Office Suite, including MS Excel.
  • Adaptability and flexibility and a willingness to take on challenges.
  • The right to work in the UK without requiring sponsorship.
  • Able to work full-time from our West London office.
  • Prior accounting experience is not essential for this role.

Tax Associate (UK/US Private Client) — Training & Study employer: Isosceles Finance Limited

Ingleton Partners Ltd is an exceptional employer for graduates seeking to build a rewarding career in tax, offering comprehensive training and support towards professional qualifications in a collaborative and friendly environment. Located in West London, the firm promotes from within and fosters a culture of employee ownership, ensuring that your contributions are valued and rewarded through competitive salaries, profit-based bonuses, and numerous social events throughout the year. With a focus on personal and professional growth, you'll have the opportunity to work with high-net-worth clients while developing your skills in both UK and US taxation.

Isosceles Finance Limited

Contact Details:

Isosceles Finance Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Tax Associate (UK/US Private Client) — Training & Study

Tip Number 1

Network like a pro! Reach out to your university alumni or connections in the tax field. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Get social! Follow Ingleton Partners on LinkedIn and engage with their posts. It shows your interest and helps you stay updated on their latest news and job opportunities.

Tip Number 3

Prepare for interviews by practising common questions related to tax and client management. We recommend doing mock interviews with friends or mentors to boost your confidence.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Ingleton Partners.

We think you need these skills to ace Tax Associate (UK/US Private Client) — Training & Study

Interpersonal Skills
Communication Skills
Numeracy Skills
Client Relationship Management
Tax Preparation
Attention to Detail
Microsoft Office Suite

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Tax Associate role. Highlight any relevant coursework or projects that showcase your numeracy and communication skills, as these are key for us at Ingleton Partners.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for tax and working with clients. Share why you want to join our team and how you can contribute to our collaborative environment.

Showcase Your Interpersonal Skills:Since we value strong interpersonal skills, make sure to mention any experiences where you've successfully built relationships or worked in teams. This will help us see how you'd fit into our friendly and driven team.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!

How to prepare for a job interview at Isosceles Finance Limited

Know Your Tax Basics

Before the interview, brush up on the fundamentals of UK and US tax systems. Familiarise yourself with key terms and concepts that are relevant to private client tax. This will not only show your interest in the role but also help you engage in meaningful discussions during the interview.

Showcase Your Communication Skills

Since the role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. You might want to prepare examples of how you've successfully communicated complex information in the past, whether in academic settings or through internships.

Demonstrate Your Team Spirit

Ingleton Partners values collaboration, so be ready to discuss experiences where you worked effectively in a team. Highlight your interpersonal skills and how you contribute to a positive team environment, as this will resonate well with their culture.

Prepare Questions About Professional Development

Since the firm offers training towards professional qualifications, come prepared with questions about the support they provide. This shows your eagerness to learn and grow within the company, which is something they highly value in candidates.