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Tax Associate - Private Client - Leading Advisory Firm

AJ Chambers
Job LocationCambridge
EducationNot Mentioned
Salary£38,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

AJ Chambers are delighted to be in partnership with one of the UK’s leading wealth management and professional services group, who are seeking a talented individual to join their Tax team in Cambridge.What will you be doingAs a Tax Associate in the private client team, you will be responsible for assisting with the annual tax compliance work for a portfolio of clients and to assist other staff within the department with tax administration. Some of your day-to-dayresponsibilities will include:

  • Client compliance work:
o Delivering high quality service to clientso Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non-UK domiciliaries, partnerships, non-residents, and trustso Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computationso Ensuring all beneficial elections and claims are made
  • Client planning work:
o Identifying possible planning possibilitieso Preparing reports for clientso Attendance at client meetingso Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
  • Yearly routine checks and compliance
o Ensuring Partners procedures on annual tax cycle are complied witho Collating and maintaining client informationo Client billing and time analysis
  • Supervising trainees
o Overseeing trainees and reviewing worko Assisting other group members in professional worko Providing feedback for trainees appraisalsTo be successful in this role, you should:
  • Professionally Qualified ATT or studying for CTA.
  • Significant experience gained within a professional services firm.
  • Good knowledge of private tax compliance and ideally some exposure to planning/advisory work.
  • Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful.
  • Ability to write letters explaining complicated planning issues as well as verbal communication skills.
  • Computer literate using a range of applications/programmes ideally including Digital software.
  • Ability to work independently and be a team player.
  • Confidence to deal with managers, partners, and clients
What benefits will you receive
  • Highly competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • + much more!
If you believe you have what it takes to be successful in this role and you would like to be considered, please do apply direct or contact Danielle Daymond at AJ Chambers and we will be in touch if short-listed!*You could earn up to £2000 when you refer someone to our services. To learn more about our referral programme, please visit our website or contact one of our expert consultants*

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