Personal Tax Associate

1 week ago


Redditch, United Kingdom Regal Executive Search Full time

Personal Tax Associate Are you a personal tax professional looking to make a genuine impact within a growing personal tax function? Would you like to provide advisory services for a wide range of high and ultra-high net worth clients? Apply now to this Personal Tax Associate role  The role You will provide assistance to Directors/Principals/Partners on your portfolio and ad hoc advisory and transaction work in relation to a range of clients including private equity partnerships and executives. Your main responsibilities will be: • Day to day tax compliance affairs of clients and related communications involved with related advisory matters • Review of work prepared by more junior members of staff • Liaise with HMRC • Manage a portfolio of clients including control of financial billings and cash collection within the firm's criteria, ensuring assignments are completed within the agreed scope • Identify risk and technical matters, whilst exercising judgement within agreed parameters • Ensure that the firm's quality control procedures are adhered to as appropriate • Participate in bids/proposals for new work as requested • Show an emerging ability to recognise business development opportunities and work with the client team to develop these when they arise What do you need? • At least 2 years experience • Maintain an in-depth, up to date, knowledge of personal tax • Ability to manage a small client portfolio • Educated to degree level, and/or CTA qualified • Demonstrable post qualified experience


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