At a Glance
- Tasks: Manage your own portfolio of personal tax clients and provide expert advice.
- Company: Supportive and collaborative tax team in Malvern.
- Benefits: Flexible hybrid working, adaptable hours, and great work-life balance.
- Other info: Perfect for recent graduates looking to advance their career.
- Why this job: Take ownership of your work and build strong client relationships.
- Qualifications: ATT qualification or experience in a tax-focused role.
The predicted salary is between 30000 - 40000 £ per year.
We are 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
Tax Asscociate 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 collaborative culture, this role is ideal for those looking to advance their careers in a meaningful way while managing a diverse portfolio of clients.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Asscociate
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by practising common tax-related questions and scenarios. We recommend doing mock interviews with friends or mentors to boost your confidence. Remember, showing your passion for tax and your ability to build client relationships can really set you apart!
✨Tip Number 3
Don’t forget to showcase your ATT qualification and any relevant experience during interviews. We want to see how you can take ownership of your work and manage a portfolio effectively. Be ready to share examples of how you've provided clear advice to clients in the past.
✨Tip Number 4
Apply through our website for the best chance at landing the role! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you’re serious about joining our supportive tax team!
We think you need these skills to ace Tax Asscociate
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 personal and engaging!
Showcase Your Client Management Skills:Since you'll be managing your own portfolio of clients, it's important to demonstrate your ability to build strong relationships. Share examples of how you've successfully supported clients in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
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 regulations and how they apply to clients will show that you're ready for the role.
✨Showcase Your Client Relationship Skills
Since this role involves managing a portfolio of clients, be prepared to share examples of how you've built strong relationships in previous roles. Think about specific situations where you provided excellent service or resolved client issues effectively.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the types of clients you'll be working with, and how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Practice Your Communication Skills
As a Tax Associate, clear communication is key. Practice explaining complex tax concepts in simple terms, as you might need to do this with clients. Consider doing mock interviews with a friend to refine your delivery and ensure you come across as confident and approachable.
