Personal Tax Associate

Recruiter
Michael Page
Location
Bath, Somerset, England
Salary
GBP35000 - GBP45000 per annum
Posted
29 Jun 2022
Closes
27 Jul 2022
Ref
JN -042022-5432679
Contact
Callum Panton
Where will they be working?
Hybrid - mostly office
Hours
Full Time

Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the team.

Client Details

Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business owners, individuals and their families.

Description

  • Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships.
  • Manage the tax relationships with clients and provide an exceptional level of client service.
  • Review of income tax and capital gains tax computations, including liaising with specialists on technical matters.
  • Review of business and corporation tax computations, prepared by our Business Services team, for SMEs.
  • Provide support and guidance for junior members of the team.
  • Support Partners on advisory projects.
  • Researching and understanding technical matters and presenting them in a comprehensible and practical way.

Profile

  • ACA/ACCA and/or ATT qualified. CTA desirable.
  • The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
  • Knowledge of inheritance tax and taxation of trusts desirable but not essential.
  • Excellent communicator with both clients and colleagues, both written and oral.
  • Client driven and commercially aware.
  • Team player with an enthusiastic and flexible attitude to work.

Job Offer

A competitive base salary of £35.000-£45,000

22 days annual leave

Flexi time and toil available

Hybrid Working

Pension contributions

Hybrid and flexible working arrangements

Parking on site

Clear careers progression

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