Tax Associate

Tax Associate - Woking

Your new companyAn established and forward-thinking accountancy practice is seeking a Private Client Tax Assistant to join its growing team. This is an ideal opportunity for someone who wants hands-on experience, strong professional development, and exposure to a wide variety of client work normally associated with larger firms.
Your new roleYou will support the Senior Tax Adviser within the Private Client Group, assisting with a broad range of personal tax work, including:

• Tax return preparation and review of client information
• P11D preparation and submission
• Managing coding notices and client correspondence
• Ensuring statutory deadlines are met
• Maintaining accurate client records and database updates
• Supporting ad-hoc advisory work under supervision
• Building strong client relationships through clear communication and timely responses

What You'll Be Doing Day-to-Day

• Preparing and submitting personal tax returns and P11Ds
• Monitoring workloads, budgets and deadlines
• Maintaining client files and internal systems
• Helping clients provide information promptly
• Identifying additional work requirements and escalating appropriately
• Contributing to the wider development of the firm

What you'll need to succeed

• Strong academic background (A-levels or degree) or relevant tax experience (2+ seasons)
• Excellent written and verbal communication skills
• Confident use of Microsoft Office
• Experience with TaxFiler/Iris Elements (advantageous but not essential)
• High attention to detail, strong problem-solving skills and a methodical approach
• Ability to manage multiple tasks and adapt to changing priorities

What you'll get in returnYou'll gain exposure to a wide variety of clients and assignments, enjoy genuine career progression, and work in a supportive environment that blends the professionalism of a larger firm with the personal touch of a local practice.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.