Private Client Tax Associate

Private Client Tax Associate focuses on preparing and submit tax returns for individuals, partnerships, and trusts, working closely with our outsourcing provider and leveraging ai solutions to enhance accuracy and efficien.

What the role involves

• Preparing and submit tax returns for individuals, partnerships, and trusts, working closely with our outsourcing provider and leveraging AI solutions to enhance accuracy and efficien.
• Produce statutory financial accounts for sole traders, barristers, and trusts, ensuring compliance with accounting standards and client requirements.
• Manage information flow, proactively engaging with clients and third parties to gather documentation needed for timely completion of returns and accounts.
• Develop business opportunities, highlighting areas where additional services could support client needs and add value.

Skills and requirements

• ACCA/ACA/ATT fully qualified – if ATT qualified, you would need to be looking to start your CTA as well.
• CCH and Trusts accounts experience.
• Exposure around clients from a portfolio.

Confirmed role details

• One of my clients is looking for a Private Client Tax Associate in Central London.
• They are an award-winning firm who are seeking a talented individual to join their collaborative team.
• Fantastic development programme which will boost your career.
• Fully funded study support.