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Private Client Tax Associate

3 weeks ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners PS Full time
Job Description

We are seeking a motivated and ambitious Part-Qualified Private Client Tax Associate to join our dynamic team in Cambridge. This is a fantastic opportunity to work with an impressive portfolio of private clients, providing tax compliance and advisory services to high-net-worth individuals, families, and trusts.

You will be working closely with an experienced team of tax professionals and gaining exposure to complex tax matters within a supportive and collaborative environment.

As an Associate, your responsibilities will include among others

  • Assist in the preparation of tax returns for high-net-worth individuals, partnerships, and trusts.
  • Provide tax compliance and advisory support to clients on a range of matters, including income tax, capital gains tax, inheritance tax, and trust taxation.
  • Conduct research on complex tax issues and assist in preparing bespoke tax planning strategies.
  • Liaise directly with clients, building strong working relationships while ensuring the highest level of service.
  • Support senior team members in the management of client portfolios and the execution of tax planning projects.
  • Contribute to the efficient delivery of tax services, ensuring deadlines and quality standards are met.
  • Develop your technical tax knowledge and gain hands-on experience in a wide range of private client tax matters.
Qualifications

Skills and Experience

To be successful in this role, you should:

  • Part-qualified ACA, ATT, or equivalent qualification by experience.
  • Previous experience in private client tax, ideally within a similar firm or practice. Trust and or partnership tax and accounting experience would be particularly useful. 
  • A solid understanding of UK personal tax legislation, including trusts, estates, and inheritance tax.
  • Strong attention to detail, with excellent organisational and time management skills.
  • Effective communication skills, with the ability to build relationships with clients and colleagues.
  • Motivated and eager to learn, with the ability to handle multiple tasks and meet deadlines.
Additional Information

As a colleague here at S&W you will have access to benefits that include 

  • Competitive salary
  • Private medical insurance 
  • Life assurance 
  • Pension contribution  
  • Hybrid working model (role dependent) 
  • Generous holiday package 
  • Option to purchase additional holiday 
  • Shared parental leave 
  • Fully funded training towards professional qualifications 
  • Cycle to work scheme 
  • Season ticket loan 
  • Eye care support 

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.  

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.