Tax Associate

Duties & key responsibilities:

• Client
  • Takes responsibility for good client relationship management of client, predominately over the telephone and where appropriate in face to face contact
  • Builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved
  • Provides general support to clients in the provision of tax returns
  • Liaises with the client relationship manager and other members of client service team (where in place) to ensure synergy and cohesion in client delivery.
• Tax delivery
  • Prepares and finalises accurate and timely tax return work ready for review
  • Liaises with other service streams and take responsibility for collation of personal tax information when the client is a multi-discipline service client
  • Uses and understands legislation appropriately to aid in relevant area of work
• Client take-on / risk management
  • Has an awareness of the firm’s risk management procedure and adheres to this
  • Mitigates risks by involving senior people, ensuring appropriate advice is sought
  • Builds an understanding of professional standards, ethics and risk management protocols.
• Technical competence
  • Retains sufficient technical knowledge to undertake relevant area of work
  • Will be required to work towards a professional qualification (ATT/CTA)
• People
  • Is an approachable and respected member of the team who takes a proactive interest in the team’s performance and well-being
• Operations and results
  • Takes responsibility for billing tax return fees, keeping accurate records
  • Monitors own time incurred and undertakes analysis as directed
  • Complete time sheets accurately and on a timely basis
  • Meets own financial targets set.

Skills & abilities:

• Strong communication skills, both written and verbal
• Excellent organisational skills with the ability to prioritise workload and manage multiple deadlines
• Ability to work effectively both independently and as part of a team
• High attention to detail with a commitment to accuracy
• Proficient computer skills and ability to work in a paperless office environment
• Comfortable using and adopting new technologies, including cloud-based platforms

Knowledge & experience:

• No previous tax experience is required
• Computer skills: MS Office applications – Word, Excel, Outlook
• Strong GCSE and A level Qualifications with degree level 2:1 or above preferred

Personal attributes:

• Enthusiastic and hard-working with a positive approach to work
• Confident and proactive in contributing ideas and solutions
• Strong “can-do” attitude with a willingness to take initiative
• Motivated to work within an entrepreneurial environment and add value to both clients and the wider business

An excellent opportunity to join an award winning accounting, tax and advisory firm that specializes in working with ambitious owner managers businesses in the Thames Valley.

As part of our continued growth we are now recruiting for a trainee to work within our tax team.

Wilson Partners was established in 2008 in the heart of Maidenhead, Berkshire, by two brothers, Allan and Chris. From day one, there has been a key focus on team culture, driven by the belief that our business is all about the people. Now with offices in Maidenhead, Cambridge, Exeter, Manchester, Nantwich, Newton Abbot, Oakham, Plymouth, Sevenoaks, Stellenbosch, Tonbridge, Wilmslow and Woking, and a team of 460 and counting, we’re here to make a positive impact. Our continued growth journey means we are always on the lookout for great talent.

We’re proud to do things a little differently, we’re business enthusiasts who just happen to be accountants, we want to challenge and be challenged. We strive for the best, and we want our clients and people to see the value in how we operate and that we can make a real difference.

Equity, Diversity and Inclusion

At Wilson Partners our approach to diversity is simple, we believe our strength lies in people. We are committed to creating a workplace where every individual can thrive.

We value diverse perspectives, experiences, and backgrounds, knowing they fuel innovation, better decisions, and collective success.

Guided by our values of teamwork, expertise, attitude, innovation, and people, we actively foster an inclusive environment built on respect and opportunity.

We want our clients and our teams to feel empowered, supported, and able to contribute their best.

We are committed to ensuring an inclusive recruitment process. If you require reasonable adjustments at any stage of the recruitment process, please let us know.

We want people with a passion for business, who love working in a team, can also thrive independently and who embrace change.

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