Full job descriptionPersonal Tax Associate
Woking | £35,000 - £45,000


If you’re currently preparing Self Assessment tax returns, dealing directly with HMRC and supporting private clients, landlords and owner-managed businesses, we’d love to hear from you.
We’re working with a highly respected Surrey accountancy practice looking to add a Personal Tax Associate to their growing team.
This is a fantastic opportunity to join a friendly and successful practice where you’ll gain exposure to a broad range of personal tax matters whilst working closely with experienced tax professionals.
What you’ll be doing:
• Preparing and reviewing Self Assessment tax returns.
• Working with private clients, directors, sole traders and owner-managed businesses.
• Liaising directly with HMRC.
• Assisting with Capital Gains Tax matters.
• Supporting clients with property income and landlord tax issues.
• Managing your own portfolio of clients.
• Identifying tax planning opportunities and assisting with advisory work.
• Building long-term client relationships.
We’re particularly interested in speaking with people who have experience of:
• Self Assessment tax returns.
• Personal tax compliance.
• HMRC correspondence.
• Capital Gains Tax.
• Property income.
• Partnership tax returns.
• Working within a UK accountancy practice.
This role could be ideal for someone currently working as a:
• Tax Assistant.
• Tax Associate.
• Personal Tax Assistant.
• Personal Tax Associate.
• Private Client Tax Assistant.
• Private Client Tax Associate.
• Tax Semi Senior.
This role is unlikely to be suitable if your experience is primarily within:
• Audit.
• Management Accounting.
• Industry Finance.
• Corporate Tax.
• Graduate Accounting roles.
In return you’ll receive a competitive salary, ongoing professional development and the opportunity to build a long-term career within a supportive and ambitious practice environment.


If you’re looking for a role where you’ll be challenged, supported and given genuine opportunities to develop your tax career, we’d love to hear from you.


If you’re the Personal Tax Associate we’re looking for, please get in touch quoting AP1197.