Private Client Tax Associate

Private Client Tax Associate

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare tax returns and financial accounts while engaging with clients and identifying business opportunities.
  • Company: Join an award-winning firm in Central London known for its collaborative culture.
  • Benefits: Enjoy hybrid working, flexible hours, fully funded study support, and private medical insurance.
  • Why this job: Boost your career with a fantastic development programme and be part of a diverse team.
  • Qualifications: ACCA/ACA/ATT qualified; experience with CCH and Trusts accounts is essential.
  • Other info: We value equity, diversity, and inclusion, encouraging all backgrounds to apply.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

Change up your tax career today!

One of my clients is looking for a Private Client Tax Associate in Central London. They are an award-winning firm who are seeking a talented individual to join their collaborative team.

Responsibilities: As a Private Client Tax Associate, you will…

  • Prepare and submit tax returns for individuals, partnerships, and trusts, working closely with our outsourcing provider and leveraging AI solutions to enhance accuracy and efficiency.
  • Produce statutory financial accounts for sole traders, barristers, and trusts, ensuring compliance with accounting standards and client requirements.
  • Coordinate and manage information flow, proactively engaging with clients and third parties to gather documentation needed for timely completion of returns and accounts.
  • Identify and develop business opportunities, highlighting areas where additional services could support client needs and add value.

Requirements: As a Private Client Tax Associate, you will need…

  • ACCA/ACA/ATT fully qualified – if ATT qualified, you would need to be looking to start your CTA as well.
  • CCH and Trusts accounts experience
  • Exposure around clients from a portfolio

Benefits: As a Private Client Tax Associate, you will get…

  • Fantastic development programme which will boost your career.
  • Fully funded study support.
  • Hybrid working and flexible hours.
  • Regular work events and charity involvement.
  • Private medical insurance.

Plus, many more!

If this opportunity looks of any interest to you then please reach out to Dawid Lukasiak on .

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.

Private Client Tax Associate employer: Rutherford Briant

Join an award-winning firm in Central London as a Private Client Tax Associate, where you will thrive in a collaborative work culture that prioritises employee growth and development. With a fantastic development programme, fully funded study support, and flexible working arrangements, this company not only values your professional journey but also encourages a healthy work-life balance. Engage in meaningful work while participating in regular events and charity initiatives, making it an excellent place for those seeking a rewarding career in tax.
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Contact Detail:

Rutherford Briant Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Associate

✨Tip Number 1

Network with professionals in the tax industry, especially those who work in private client services. Attend relevant events or webinars to connect with potential colleagues and learn more about the firm's culture.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and AI solutions that enhance tax preparation. Being knowledgeable about these tools can set you apart during discussions with the hiring team.

✨Tip Number 3

Prepare to discuss your experience with CCH and Trusts accounts in detail. Be ready to provide examples of how you've successfully managed client portfolios and identified business opportunities in previous roles.

✨Tip Number 4

Show enthusiasm for continuous learning and professional development. Highlight your interest in pursuing further qualifications like the CTA, as this aligns with the firm's commitment to supporting your career growth.

We think you need these skills to ace Private Client Tax Associate

ACCA/ACA/ATT qualification
CTA progression
Tax return preparation
Statutory financial accounts production
Knowledge of accounting standards
Client engagement and communication
Documentation management
Business development skills
Experience with CCH software
Trusts accounts experience
Attention to detail
Analytical skills
Proficiency in leveraging AI solutions
Time management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACCA/ACA/ATT credentials. Emphasise any relevant experience with CCH and Trusts accounts, as well as your exposure to client portfolios.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax and your understanding of the role. Mention how your skills align with the responsibilities listed, such as preparing tax returns and managing client information flow.

Showcase Your Soft Skills: In your application, highlight your communication and interpersonal skills. The role requires proactive engagement with clients and third parties, so demonstrating your ability to build relationships is key.

Research the Firm: Familiarise yourself with the firm's values and culture. Understanding their commitment to equity, diversity, and inclusion can help you tailor your application and show that you are a good fit for their team.

How to prepare for a job interview at Rutherford Briant

✨Know Your Tax Regulations

Brush up on the latest tax regulations and compliance requirements relevant to private clients. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.

✨Showcase Your Technical Skills

Be prepared to discuss your experience with CCH software and trust accounts. Highlight any specific projects where you successfully utilised these tools, as this will show your technical proficiency and readiness for the job.

✨Demonstrate Client Engagement

Prepare examples of how you've effectively managed client relationships in the past. Discuss how you proactively gathered information and communicated with clients to ensure timely completion of their tax returns.

✨Highlight Business Development Acumen

Think of instances where you've identified business opportunities or added value to client services. This will showcase your ability to contribute to the firm's growth and align with their goal of developing additional services for clients.

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