Personal Tax Associate

Overview

TC Group, one of the UK's rapidly expanding top 20 accountancy firms, is seeking an enthusiastic Personal Tax Associate to join their dynamic tax team. The chosen candidate will have a background in personal tax compliance and a strong desire to pursue a long-term career in tax advisory with structured professional development support.

Key Responsibilities

• Prepare and file Self-Assessment tax returns for various clients including company directors, business owners, high-net-worth individuals, landlords, partnerships, and LLP members.
• Review client submissions to identify missing information and accurately calculate tax obligations.
• Handle client correspondence and respond to standard HMRC enquiries efficiently.
• Track workflow progress and ensure that all filing deadlines are met promptly.
• Compile capital gains tax calculations and related disclosures.
• Assist with trust and estate tax compliance matters as needed.
• Address routine personal tax questions from clients.
• Foster strong client relationships by delivering outstanding service and clear communication.
• Collect necessary details to complete tax returns effectively.
• As experience is gained, participate in capital gains and inheritance tax planning, property tax, remuneration planning, succession and exit strategies, share schemes, employee incentives, and other advisory services.

Candidate Profile

• Between 1 to 3 years of personal tax compliance experience within an accounting practice.
• Proficiency in preparing Self-Assessment tax returns and a solid understanding of UK personal taxation.
• High attention to detail coupled with excellent organisational skills.
• Ability to manage competing deadlines effectively.
• Strong written and verbal communication abilities.
• Competent in Microsoft Excel and Office suite.
• A self-motivated learner with a forward-thinking approach.
• Desirables include ATT qualification or part-qualification, familiarity with trust tax returns and capital gains tax, experience using tax software such as CCH, Iris, or TaxCalc, and prior advisory exposure.

Professional Development and Career Path

Structured mentoring and support towards ATT and/or CTA qualifications will be provided following a successful probation period. There is a clear pathway from compliance into advisory roles, progressing from Personal Tax Associate to Senior Tax Associate, then Tax Adviser, and Tax Manager.

Working Hours and Location

The role is based in Oldbury, England, offering flexible and hybrid working options with a 37.5-hour workweek from Monday to Friday.

Compensation and Benefits

• Annual salary ranging from £28,000 to £35,000 depending on experience.
• Group life insurance coverage at four times salary.
• Private medical insurance available post-probation.
• Option to buy additional holidays.
• Car parking facilities provided.
• Company social events.
• Access to an employee benefits portal with services including GP and prescription access, cashback, and vouchers.
• Employee assistance programs and referral bonuses.
• Continuous training and development aligned with professional certifications and personal goals.

Additional Information

TC Group values inclusivity and innovation, supporting a respectful work environment. Applicants must reside in the UK as visa sponsorship is not available.