At a Glance
- Tasks: Manage a portfolio of personal tax clients and provide expert advice.
- Company: Supportive tax team in a friendly, collaborative environment.
- Benefits: Flexible working, social events, and a workplace pension scheme.
- Other info: Enjoy autonomy with support from senior colleagues and great career growth.
- Why this job: Gain hands-on experience and build strong client relationships in tax.
- Qualifications: ATT qualification or experience in a tax-focused role.
The predicted salary is between 30000 - 40000 £ per year.
We’re excited to be recruiting a Tax Associate for our Malvern based client to join a supportive and collaborative tax team. This role offers the flexibility of hybrid working alongside adaptable hours to help you maintain a great work-life balance. They are ideally looking for a full-time team member (37.5 hours per week), but are happy to consider part-time applicants. This opportunity is perfect for someone who has recently completed their ATT qualification or already has experience in a tax-focused role and is ready to take the next step in their career.
What You’ll Be Doing
This is a varied and hands-on role where you’ll take real ownership of your work and build strong client relationships. Your responsibilities will include:
- Managing your own portfolio of approximately 330 personal tax clients, preparing tax returns and providing clear, confident advice
- Acting as a key point of contact for clients, supporting them with queries and guiding them through their tax affairs
- Liaising with HMRC on behalf of clients, including tax code updates, refund queries, and general correspondence
- Reviewing corporation tax returns and supporting wider tax compliance work
- Assisting with the preparation of P11Ds
- Attending client meetings and calls, building trusted relationships and delivering a high level of service
- Preparing and submitting Capital Gains Tax returns
- Supporting with Trust registrations via the Trust Registration Service
You’ll have autonomy over your client portfolio, while also benefiting from the support and expertise of senior colleagues, managers, and partners—especially during busy periods.
What’s on offer
- Flexible and hybrid working options
- A friendly, team-oriented culture
- Cycle to Work scheme
- Regular social events
- Workplace pension scheme
- Death in service benefit
Tax Asscociate in Great Malvern employer: Redwood Search
Join a dynamic and supportive tax team in Malvern, where flexibility and work-life balance are prioritised. With opportunities for professional growth and a friendly, collaborative culture, you'll enjoy managing your own client portfolio while receiving guidance from experienced colleagues. The company also offers attractive benefits such as hybrid working options, a cycle to work scheme, and regular social events, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Asscociate in Great Malvern
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common tax-related questions. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies to interviews. This will help demonstrate your expertise and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Tax Asscociate in Great Malvern
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Tax Associate role. Highlight your ATT qualification or any relevant experience in tax-focused roles. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how you can contribute to our supportive tax team. Keep it friendly and professional, just like us!
Showcase Your Client Management Skills:Since you'll be managing your own portfolio of clients, make sure to mention any experience you have in building client relationships. We love seeing examples of how you've provided clear advice and support in the past.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Redwood Search
✨Know Your Tax Stuff
Brush up on your tax knowledge, especially around personal tax returns and HMRC processes. Be ready to discuss your understanding of the ATT qualification and how it applies to the role. This shows you’re not just qualified but genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Think about times when you’ve resolved queries or provided clear advice. This will demonstrate your ability to be a key point of contact for clients, which is crucial for this role.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life tax situations. For instance, how would you handle a client’s tax code update? Practising these scenarios can help you articulate your thought process and problem-solving skills effectively.
✨Emphasise Teamwork and Flexibility
Since the company values a supportive and collaborative culture, share experiences where you’ve worked well in a team. Also, mention your adaptability to hybrid working and flexible hours, showing you’re a good fit for their work-life balance ethos.
