Tax Associate

Job Title: Tax Associate
Contract Type: Permanent
Location: Swansea
Salary: Negotiable
Reference: JN -082020-1062626_1610009472
Contact Name: Jacob Jones
Contact Email:
Job Published: January 07, 2021 08:51

Job Description

Guaranteed Equity Partner opportunity with growth and development on offer. Joining as an integral and crucial member of a growing Tax team, you will drive the Tax team forward with an innovative and ambitious approach.

Client Details

As a Tax Associate, you will be joining a very well established, reputable accountancy firm with a progressive, professional and expert team of accounting professionals. They offer a wide range of services to a range of businesses and individuals and have a diverse and loyal client base. They also offer a lot of technical development and progression; they look to invest in and mentor their employees to reach their full potential.


The key responsibilities for this Tax Associate position at a leading accountancy firm based in Swansea are:

  • Line manage and build a team of tax specialists covering both corporate and personal compliance;
  • Build and create a consistent business development pipeline in line with key targets and the strategic plan, by meeting potential new clients with tax advisory requirements;
  • Work closely with key executives on creating more Tax advisory opportunities through existing clients;
  • To assist the client relationship managers/partners in tax technical areas to deliver tax advisories such as IHT planning, capital gains tax planning and exit planning to clients of the firm;
  • Reviewing technically complicated tax compliance work including corporation tax, personal tax, partnership tax and IHT returns;
  • To assist in procedural improvements to the tax compliance process (corporate and personal) and cascade down tax developments to the compliance team;
  • To work closely with key colleagues and leaders across the business, and to provide a competitive and ambitious entrepreneurial approach to your work; and
  • Additional line management from time to time of team members of the Client Services Department.


In order for candidates to be successful when applying for this Tax Associate role at a leading accountancy firm in Swansea, you must be:

  • CTA qualified with a minimum of 2 years of post-qualification experience;
  • Considerable and demonstrable experience of working within the partnership tax and/or private client tax field;
  • Demonstrable experience of developing teams of juniors to complete compliance work efficiently and with support;
  • Experience of building a tax compliance function and motivating and working with training teams to identify team members career pathways in a dynamic environment;
  • Demonstrable experience of building and growing the tax advisory function with profitable returns;
  • Technical skillset based around consistent CTA training pathways and with quick progression with continual client-facing experience;
  • Desire to become a Tax Partner;
  • Highly tax technical, with the ability to research answers to tax technical questions and able to analyse and interpret tax legislation;
  • Excellent written and verbal communication skills with an ability to easily present and convey complex issues to wide audiences;
  • Ambitious and with an entrepreneurial spirit which will capitalise on the firm's open style to new work streams and methods;
  • Tax compliance - ideally personal, partnership, trust and corporate but at least personal and partnership is essential;
  • Trust tax including trust tax returns, IHT estate calculations, IHT lifetime tax, IHT planning and succession planning;
  • Capital gains tax including knowledge of all capital gains tax reliefs such as Entrepreneurs relief, rollover relief and gift relief; and
  • Working knowledge of tax residency rules (but not the taxation of 'non-dom's') - A working knowledge of the more typical VAT issues, such as the applicable rates, partial exemption methodology and property transactions.

Job Offer

Competitive salary;

Relocation Package;

Guaranteed Partner opportunity;



Fantastic office location; and

Well-established, supportive team.