Private Client Tax Associate

About the Company

The Tax Team: You will be a senior member of our Tax department in Sevenoaks, working on a variable pool of tax returns. You will be reporting up to Tax Managers and often directly to Partners.

About the Role

We are looking for a Tax Senior who will work on a variety of personal tax assignments (compliance, advisory and planning). Duties will be ensuring our clients’ tax affairs are kept timely, up to date, and compliant. The role will consist of

• Working on a portfolio of personal tax clients and preparing returns.
• Supporting managers and partners with advisory projects and tax planning.
• Maintaining strong client relationships.

Responsibilities

• Preparing and reviewing personal tax returns and Making Tax Digital (MTD) returns with minimal supervision
• Preparing, reviewing, and submitting P11D, including benefits-in-kind calculations and employer Class 1A NICs, and advising clients on compliance and deadlines
• Handling a portfolio of clients and acting as a day-to-day point of contact
• Producing accurate tax computations (income tax, capital gains)
• Reviewing work prepared by junior members of staff and providing guidance and on-the-job support
• Identifying tax planning opportunities and escalating to partners where appropriate
• Liaising directly with clients to resolve queries and obtain information
• Preparing and responding to HMRC correspondence, enquiries, and disclosures
• Ensuring compliance with UK tax legislation, HMRC deadlines, and internal procedures
• Dealing with advisory assignments and more complex tax matters (inheritance tax, capital gains and non-residents)
• Monitoring workflow and managing deadlines across own client portfolio
• Keeping up to date with changes in tax legislation and best practice
• Using tax compliance software and maintaining accurate client records
• Eagerness to learn and apply the knowledge