Personal Tax Senior Associate

  • Location

    Wokingham, Berkshire

  • Sector:

    Accounting & Finance

  • Job type:


  • Salary:

    £37000 - £40000 per annum

  • Contact:

    Joanna Engel

  • Job ref:


  • Published:

    18 days ago

  • Startdate:


Fast growing Organisation is currently seeking a Personal Tax Senior Associate to join their team on a permanent basis. The Personal Tax Senior Associate would report into a Senior Manager within their 10 strong Tax team. You will be working with a wide range of clients, including sole traders, partnerships, and high net worth individuals.

As Personal Tax Senior Associate you will be:

  • Responsible for your own portfolio of clients, which will include preparation of Self-Assessment Tax Returns for business owners and private clients
  • Motivated by delivering exceptional client service
  • A personable team player that displays a keen interest in developing trainees
  • Efficient at controlling and organising your workflow; monitoring status of every job through use of CCH, IRIS and Karbon
  • Confident in researching technical points, able to identify potential risks and recommend appropriate solutions
  • Commercially minded and assist in the preparation of fee proposals and invoicing

Requirements for the Personal Tax Senior Associate include:

  • Excellent numerical, literacy skills and communication skills
  • Be AAT Qualified
  • Experience in personal tax compliance and advisory services
  • A busy forward-thinking practice
  • Tax software packages, ideally CCH and IRIS
  • Successfully contributing to a collaborative team environment

This environment provides the perfect opportunity to progress and develop.

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