Tax Associate

The Private Client team in Reading is around 8 professionals, and is part of a larger tax team of around 30 that provides corporation tax, VAT and other specialist tax services. The Private Client team in Reading provides tax compliance and advisory services to a diverse range of clients, including owner managed businesses, partners, and high net worth individuals and families. This role will be particularly focussed on managing a portfolio of client relationships, ensuring that tax returns and other tax compliance is well managed and done on time, and dealing with tax advice that our clients may require.

Our people are fundamental to our business and success. Our expert teams of professional advisers and support staff are the key to a first-class client service. Our supportive environment encourages responsibility, career development and future business leaders. Building careers is one of the ways we build our business.

Requirements

• ATT and/or CTA qualification or near qualification is preferred.
• Experience of working with a portfolio of private clients.
• Good knowledge of Microsoft Office, especially Excel. Experience of working with CCH and IRIS will be useful.
• A passion for client service.
• Display energy and enthusiasm and a focus on achieving results.
• A keenness to further your own personal development and career goals.

Qualities we are looking for

• The ability to work well in a team, to understand other points of view and suggest possible ideas to improve how we work and the service we deliver to our clients.
• A willingness to learn new skills and, with support and training, to adapt to the changes in how we will work and what our clients require that AI and automation will involve.
• Acting as a role model for more junior members of the team, providing on-the-job coaching.
• Adhere to the firm’s risk management policies at all times.
• Delivering work to the highest quality on time and within budget.
• The ability to gather relevant information, notice relationships between different pieces of information, reason from cause to effect and generate effective solutions to practical problems.

Your direct client responsibilities

The successful candidate will be responsible for managing the taxation relationship services with a portfolio of clients, helping them to comply with their taxation filing and payment obligations and working with them to manage their taxation affairs. The list below gives an indication of typical work that would be undertaken in this role.

• Managing the personal tax relationship of the individuals, both employed and self-employed, as well as some family trusts on a client portfolio.
• Managing and overseeing the timely completion of the personal tax compliance cycle (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs. This will include adapting to the changes that MTD may bring to how we manage the compliance cycle for some of our clients.
• Delegation of preparatory aspects of personal tax work to tax assistants and review of their work.
• Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Dealing with HM Revenue enquiries into tax returns on client portfolio and other clients as appropriate.
• Providing clients with ad hoc UK tax advice proactively as well as reactively. This could include technical research into areas of tax that are new to you.
• Ideally you would be actively involved in the provision of advisory services to clients, including clients of other departments such as our Business Solutions Team and our Corporate Tax team.
• Set up and run meetings with clients to discuss their tax affairs and future tax planning opportunities.
• After the tax return “busy season” you may be asked to assist in tax compliance for other areas of tax including Employment Related Securities returns and P11d preparation. You will be provided with training and support as required.