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Private Client Tax Associate / Assistant

Gregory Martin International Limited
Posted 3 days ago, valid for 16 days
Location

Winchester, Hampshire SO23 7QQ

Salary

£22,000 - £26,400 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position of Private Client Tax Associate / Assistant is available in Winchester, Hampshire, offering a salary range of £35,000 to £55,000 along with an excellent benefits package.
  • Candidates should have a minimum of 3 years of UK experience in private client tax, preferably from a medium-sized or mid-tier firm.
  • The role requires ACA and/or CTA qualifications, with study support available for those pursuing these credentials.
  • Key responsibilities include preparing complex tax returns, managing client portfolios, and providing support to senior staff and junior team members.
  • The position offers hybrid and flexible working options, exposure to a diverse client base, and opportunities for career development within a growing firm.

Private Client Tax Associate / Assistant

Location: Winchester, Hampshire

Salary: £35,000 to £55,000 plus excellent benefits package, this is a full-time or part-time permanent position with hybrid and flexible working options.

Our client is a well-established accountancy and tax advisory practice. A new opportunity has arisen for a Tax Associate / Assistant Manager within Landed Estates & Rural Businesses to join our clients growing Private Client Tax team. Are you ACA and/or CTA qualified (study support can be provided towards these qualifications) and have experience working within a private client tax team. This is a full-time or part-time permanent position that will be based primarily in our clients Winchester office. It will also offer hybrid working (three days in the office and up to two days working at home) and flexible working. Salary: £35,000 to £45,000 (Associate level) and £45,000 to £55,000 (Assistant Manager Level) plus, excellent benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme.

Private Client Tax Associate / Assistant your key responsibilities will include:

  • Preparation of complex tax returns for individuals and partnerships, and associated administration to ensure compliance within deadlines.
  • Preparation of trust accounts and tax returns, including updating the Trust Registration Service where required.
  • Working closely with and providing support to senior staff with tax advisory services and ad-hoc tasks.
  • Liaising with clients directly and attending meetings where required.
  • Commercial management of the client portfolio ensuring fees are raised promptly after work has been completed.
  • Aiding junior members of the team where appropriate.
  • Dealing with HMRC correspondence, telephone calls and enquiries.

Private Client Tax Associate / Assistant requirements:

  • We would like to hear from you if you have a minimum of 3 years UK experience, from either a medium sized or mid-tier firm.
  • ACA and/or CTA qualified, or study support can be provided towards these qualifications.
  • Experience in a private client tax team.
  • An eagerness to learn and research complex areas of CGT and IHT.
  • Experience with landed estates and agricultural businesses would be an advantage.

This is a very exciting opportunity as well as a competitive salary and excellent benefits our client can offer you…..

  • Exposure to a wide range of clients across many sectors.
  • Immediate entry to our clients Management Development Programme to develop leadership potential.
  • Partner level mentor and a tailored career progression plan.
  • Hybrid and flexible working.
  • A varied role in a talented and experienced team.
  • Joining a company with an exciting growth plan.
  • Plenty of opportunities to increase your technical knowledge and skills.
  • A tailored career progression plan.
  • Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service.
  • Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. Our client also offer all employees a Wellbeing Day each year - a day dedicated to boosting your wellbeing

Keywords: TAX, ACA, ACCA, CTA, Accountancy, Practice

Private Client Tax Associate / Assistant

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.