Tax Associate

Job description

• Advisory, with increased responsibility for project delivery & client management
• Strong performance provides a pathway to Senior Associate or Assistant Manager

Our client is a respected, independent accountancy and advisory practice with a strong reputation for providing high-quality, partner‑led tax advice. The firm works closely with individuals, families, trusts, and owner‑managed businesses, offering tailored solutions across a broad range of personal and business tax matters. Known for its technical depth and collaborative culture, the firm places a strong emphasis on professional development, knowledge sharing, and long‑term career progression.

• Supporting tax advisory projects such as business restructures, share reorganisations, company sales, and shareholder transactions
• Assisting with EIS/SEIS relief claims, share incentive schemes, and annual compliance requirements
• Contributing to inheritance tax planning, succession planning, and family wealth structuring
• Supporting advisory work involving domicile, residence, and cross‑border tax issues
• Assisting with trusts, including trust compliance and Trust Registration Service matters
• Preparing client correspondence, internal memoranda, and legal/tax documentation

• ATT or CTA qualified, part-qualified, or qualified by experience
• Strong grounding in UK personal and business taxation
• Experience supporting advisory work, technical research, or complex tax compliance
• Clear and confident written and verbal communication skills
• Ability to manage workloads effectively and meet project deadlines
• Comfortable working collaboratively across departments and with clients
• A proactive approach to learning and staying up to date with tax legislation
• Experience with in a regional or mid-tier practice (desirable)
• Familiarity with tax software such as CCH Tax Calc (advantageous)

• Competitive salary ranging from £27,000 to £32,000.
• Structured training and professional development tailored to your career path.
• The firm offers a supportive environment with ongoing technical training, structured CPD, and exposure to complex advisory work.
• Strong performance in this role provides a clear pathway toward Senior Tax Associate or Assistant Manager (Advisory) level.