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 with in 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