Personal Tax Associate

Bath Permanent £35,000 - £45,000
  • Manage a portfolio of clients including company directors, business owners.
  • Join a leading independent firm based in the heart of Bath.

About Our Client

Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business owners, individuals and their families.

Job Description

  • Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships.
  • Manage the tax relationships with clients and provide an exceptional level of client service.
  • Review of income tax and capital gains tax computations, including liaising with specialists on technical matters.
  • Review of business and corporation tax computations, prepared by our Business Services team, for SMEs.
  • Provide support and guidance for junior members of the team.
  • Support Partners on advisory projects.
  • Researching and understanding technical matters and presenting them in a comprehensible and practical way.

The Successful Applicant

  • ACA/ACCA and/or ATT qualified. CTA desirable.
  • The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
  • Knowledge of inheritance tax and taxation of trusts desirable but not essential.
  • Excellent communicator with both clients and colleagues, both written and oral.
  • Client driven and commercially aware.
  • Team player with an enthusiastic and flexible attitude to work.

What's on Offer



A competitive base salary of £35.000-£45,000

22 days annual leave

Flexi time and toil available

Hybrid Working

Pension contributions

Hybrid and flexible working arrangements

Parking on site

Clear careers progression

Contact
Callum Panton
Quote job ref
JN-042022-5432679
Phone number
441179065130

Job summary

Sector
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Bath
Contract type
Permanent
Consultant name
Callum Panton
Consultant phone
441179065130
Job reference
JN-042022-5432679