Tax Associate (Private Client Team)

Tax Associate (Private Client Team)

We are looking for a talented and detail-driven Tax Associate to join a Private Client team. This is an excellent opportunity for a qualified professional to play a key role in delivering high-quality tax compliance and advisory services to a diverse portfolio of clients.

As a Tax Associate, you will work closely with colleagues, partners, Trustees and clients to provide clear, practical, and technically sound tax guidance. Your responsibilities will include:

• Preparing Self Assessment tax returns for individuals and estates

• Managing Capital Gains Tax reporting, including 60-day property filings

• Preparing Inheritance Tax (IHT) returns relating to estates and lifetime transfers

• Supporting Trustees and Private Client colleagues with expert tax input

• Ensuring deadlines are met with accuracy and attention to detail

Essential:

• ATT and/or TEP qualified

• Strong background in personal tax compliance

• Excellent attention to detail and ability to manage competing deadlines

• Confident communicator with a client-focused mindset

• Strong IT skills, particularly Microsoft Excel

Desirable:

• AAT (or equivalent) qualification

• Experience within a legal or professional services environment

WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.

View Full Details