My client in the Winchester area is currently in need of a Private Client Tax Associate/Assistant Manager due to expansion.

The Role

Your key responsibilities will include:

Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines

Preparing and processing self-assessment tax returns for individuals, partnerships and trusts

Calculation and advice of liabilities, together with due dates of payment to client

Assisting with client queries and providing ad hoc advice where requested with the support of senior members of staff

Billing personal portfolio clients after work completed

Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients

Assisting partners and senior staff members with technical queries

Providing assistance to junior members of the team where appropriate

Dealing with HMRC correspondence, telephone calls and enquiries

General support to the tax team as required

What we can offer you

Exposure to a wide range of clients across many sectors

Immediate entry to our Management Development Programme to develop leadership potential

Partner level mentor and a tailored career progression plan

Hybrid and flexible working

A varied role in a talented and experienced team

Joining a company with an exciting growth plan ahead 

Plenty of opportunities to increase your technical knowledge and skills

A tailored career progression plan 

Competitive salary and benefits package including the pension salary sacrifice scheme, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme

Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service

Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing

About You

We would like to hear from you if you have a minimum of 3 years UK tax experience, from either a medium sized or mid-tier firm. You will also have the following:

ATT/CTA/ACA qualified, study support can be provided to progress to CTA if desired. 

Significant experience within a private client tax team is required 

Previous experience with agricultural and rural businesses would be preferred but not essential.

A Self-starter with a with a high level of resilience and attention to detail

Strong interpersonal and communication skills, both written and verbal

Organised and able to manage multiple projects simultaneously

Strong aptitude for IT - able to pick up new technology quickly

Can do attitude, positive and commercial approach

Confident, tactful and discreet manner

Strong team spirit but also effective working independently

Location: Winchester

Salary: £55,000

Please respond with your most up to date CV to be considered.

Kind regards,

Frankie White | Recruitment Consultant