Tax Associate

Private Client - Tax Associate
Location: Southampton | £28,000 - £38,000

This role would be suitable for anyone with the following background:

Employment Tax, Expat Tax, Share Scheme Tax, Corporate Tax (with SMEs), Law firm and Banking candidates with tax exposure, and financial PA's doing AAT or AT.

Overview:
This is an exciting opportunity to join a growing Private Client Tax team within a leading accountancy and advisory practice. The team supports a diverse client base including high-net-worth individuals (HNWIs), families, entrepreneurs, owner-managed businesses (OMBs), private equity clients, and trusts. The role offers a balance of UK tax compliance and increasingly advisory work, with career development opportunities and exposure to international tax matters.

The role offers excellent career development, hybrid working, and the chance to gain exposure to international and cross-border tax matters as your experience grows.

Key Responsibilities:

• Act as a key point of contact for a portfolio of clients, delivering high-quality service and advice.
• Manage client projects, ensuring timely and efficient delivery within budget.
• Provide clear and practical technical advice on complex private client tax matters.
• Review work prepared by junior team members and provide feedback.
• Liaise with HMRC on client matters.
• Identify technical risks and commercial opportunities and escalate appropriately.
• Contribute to team and firm-wide initiatives, including internal training and process improvements.

Management Responsibilities:

• Support Partners, Directors, and Managers in managing the wider team.
• Assist with recruitment, training, and mentoring of junior staff.
• Participate in team meetings and contribute to team development and performance management.

Business Development:

• Identify and support new business opportunities, working on proposals and developing relationships with intermediaries.
• Participate in pitches and marketing initiatives.

Communication:

• Build strong relationships with clients at all levels.
• Act as a liaison between clients and other internal service lines.
• Represent the team at internal and external events where appropriate.

Desirable:

• Educated to degree level and working towards or qualified in CTA / ACA or equivalent.
• Significant experience in private client tax, including compliance and advisory.
• Strong technical skills and ability to explain complex issues clearly.
• Experience supervising and mentoring junior staff.
• Commercially aware, with a track record of identifying and developing business opportunities.
• Proactive, collaborative and able to work independently when needed.

What’s on Offer:

• A supportive, flexible, and inclusive working environment.
• Career development support and the opportunity to broaden your technical expertise.
• Access to a diverse and international client base.
• Hybrid working model to support work-life balance.

If you are interested or would like to know more about this Tax Semi-Senior role, then please apply directly or contact Rhianna Conlon at AJ Chambers