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Permanent

Tax Associate - Private Client Team

Dorchester
money-bag 55000.00-55000.00 Annual
3076098203
Posted 1 week ago

Tax Associate - Private Client TeamWe 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 estatesManaging Capital Gains Tax reporting, including 60-day property filingsPreparing Inheritance Tax (IHT) returns relating to estates and lifetime transfersSupporting Trustees and Private Client colleagues with expert tax inputEnsuring deadlines are met with accuracy and attention to detailEssential:ATT and/or TEP qualifiedStrong background in personal tax complianceExcellent attention to detail and ability to manage competing deadlinesConfident communicator with a client-focused mindsetStrong IT skills, particularly Microsoft ExcelDesirable:AAT (or equivalent) qualificationExperience within a legal or professional services environmentWA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.

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