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- Tasks: Prepare personal tax computations and manage client portfolios.
- Company: Join a growing firm that prioritises people and collaboration.
- Benefits: Enjoy hybrid working, competitive salary, and fully paid professional development.
- Why this job: Be part of a supportive team making a real impact in clients' lives.
- Qualifications: Must be ATT qualified with 2+ years in a tax role.
- Other info: Contribute to meaningful initiatives like ESG and Wellbeing groups.
The predicted salary is between 28800 - 43200 £ per year.
Location: Edinburgh or Dunfermline (Hybrid working available)
Experience: Min 2 years in tax
Contract: Full-time, permanent
Salary: Competitive + great benefits
Want to be part of a growing firm that actually puts people first? We’re looking for an experienced Personal Tax Associate to join a dynamic team that’s all about collaboration, flexibility, and supporting clients to reach their goals.
If you’re someone who’s passionate about tax, loves working with clients, and enjoys being part of a close-knit, supportive team—this could be the role for you.
What You’ll Be Doing
- Preparing personal tax computations and submitting returns to HMRC
- Managing your own small client portfolio
- Coordinating tax payments, capital allowances, loss relief and more
- Spotting tax planning opportunities
- Supporting proposals and new client onboarding
- Liaising with HMRC and internal teams
- Staying sharp with up-to-date technical knowledge
- Keeping things organised—scanning, filing, and staying on top of deadlines
What We’re Looking For
- ATT qualified, with 2+ years’ experience in a tax role
- A people person with strong communication skills
- Great attention to detail and able to work independently
- Good technical tax knowledge and solid IT skills
- Someone who’s organised, adaptable, and team-focused
- Eager to deliver an exceptional service and grow their career
What’s In It for You?
- Hybrid + flexible working—because life happens
- Competitive salary + bonus opportunities
- Fully paid CPD + professional subscriptions
- Workplace pension & 3x life cover
- Employee Assistance Programme & Reward Gateway access
- Regular 1-to-1s for your personal development
- The chance to contribute to meaningful internal initiatives like ESG & Wellbeing groups
If you’re ready to join a firm where your voice matters and your work makes a real impact, we’d love to hear from you. Apply now and let’s talk!
Personal Tax Associate employer: Valeco Recruitment Ltd.
Contact Detail:
Valeco Recruitment Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Associate
✨Tip Number 1
Network with professionals in the tax field, especially those who work in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Brush up on your technical tax knowledge, particularly around personal tax computations and HMRC processes. Being well-versed in these areas will not only boost your confidence but also impress us during any discussions.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios and how you’ve successfully identified tax planning opportunities in the past. We value real-life examples that showcase your problem-solving skills and client management abilities.
✨Tip Number 4
Familiarise yourself with our company values and the importance we place on collaboration and support. Be ready to share how you embody these values in your work, as we’re looking for team players who thrive in a supportive environment.
We think you need these skills to ace Personal Tax Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax, particularly your 2+ years in a tax role. Emphasise your ATT qualification and any specific achievements that demonstrate your skills in preparing personal tax computations and managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax and your ability to work collaboratively within a team. Mention specific examples of how you've supported clients in the past and how you can contribute to the firm's goals.
Highlight Technical Skills: In your application, be sure to mention your technical tax knowledge and IT skills. Provide examples of how you've stayed updated with tax regulations and how you've applied this knowledge in your previous roles.
Showcase Your People Skills: Since the role requires strong communication skills, include instances where you've successfully liaised with clients or internal teams. Highlight your ability to build relationships and provide exceptional service.
How to prepare for a job interview at Valeco Recruitment Ltd.
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and practices. Being able to discuss recent changes in tax law or how they might affect clients will demonstrate your expertise and passion for the field.
✨Prepare Client Scenarios
Think of specific examples from your previous experience where you successfully managed a client portfolio or identified tax planning opportunities. This will help you illustrate your problem-solving skills and client-focused approach during the interview.
✨Highlight Your Communication Skills
As a Personal Tax Associate, you'll need to liaise with clients and HMRC regularly. Be prepared to discuss how you've effectively communicated complex tax information to clients in the past, showcasing your ability to simplify technical jargon.
✨Demonstrate Organisational Skills
Given the importance of staying organised in this role, be ready to share your methods for managing deadlines and keeping track of multiple tasks. Discuss any tools or systems you use to stay on top of your workload.
