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 hybrid working, cycle to work scheme, and regular social events.
- Other info: Enjoy autonomy with support from experienced colleagues.
- Why this job: Perfect for recent ATT qualifiers looking to advance their tax career.
- 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
- 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 Malvern employer: Redwood Search
Join a dynamic and supportive tax team in Malvern, where flexibility and work-life balance are prioritised through hybrid working options and adaptable hours. As a Tax Associate, you'll enjoy a collaborative culture that fosters professional growth, with opportunities to manage your own client portfolio while receiving guidance from experienced colleagues. With regular social events and a range of benefits including a cycle to work scheme and a workplace pension, this role offers a rewarding environment for those looking to advance their careers in tax.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Asscociate in Malvern
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common tax-related questions and scenarios. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 3
Showcase your skills during interviews by discussing specific examples from your past experiences. Whether it’s managing client portfolios or liaising with HMRC, let them know how you’ve made an impact in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Tax Asscociate in 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 client management. We love seeing examples of how you've built trusted relationships and provided excellent service.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we can't wait to hear from you!
How to prepare for a job interview at Redwood Search
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax returns and HMRC processes. Being able to confidently discuss your understanding of tax codes and compliance will show that you're ready for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Think about times when you provided clear advice or resolved queries effectively. This will demonstrate your ability to be a key point of contact for clients.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life scenarios, like handling a difficult client or managing a tight deadline. Practising these types of questions can help you articulate your thought process and problem-solving skills.
✨Ask Insightful Questions
Prepare some thoughtful questions about the team culture, hybrid working arrangements, and how they support professional development. This shows your interest in the role and helps you gauge if it's the right fit for you.
