Private Client Tax Associate
Core
Preparing tax returns, computations, and accounts for high-net-worth individuals, entrepreneurs, and family businesses while liaising with HMRC.
Role type
Private Client Tax Associate
Builds
Tax compliance filings and advisory services for private clients
Domain
UK Taxation and Private Client Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
UK tax legislation knowledge, tax return preparation, HMRC correspondence handling, tax planning assistance, client relationship management
Preferred skills
ACA or CTA part-qualification, 2:2 degree in any discipline
Technologies
HMRC systems, accounting software
Responsibilities
Prepare tax returns for clients, assist managers with tax planning and advisory services, build and maintain strong client relationships, stay updated on tax legislation changes
Seniority
Associate, entry-level professional