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 within 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