Personal Tax Associate
Job Summary
Location:Flexible/Hybrid
Hours: Monday to Friday 37.5 hours/week
Salary: per annum (depending on experience)
Reports to:Head of Tax
Study Support:ATT and/or CTA support available after successful completion of probation
Join a Top 20 Accountancy Firm Thats Growing Fast
TC Group is one of the UKs fastest-growing Top 20 accountancy firms. As trusted business advisers we support entrepreneurs SMEs and larger organisations through a collaborative people-first approach.
Were looking for a motivated Personal Tax Associate to join our growing tax team. This opportunity is suited to someone with personal tax compliance experience who wants to build a long-term career in tax advisory.
The Opportunity
Working with the Head of Tax and wider advisory team youll manage personal tax compliance while developing your technical knowledge and advisory experience.
The role offers mentoring structured development and study support towards ATT and/or CTA qualifications.
What Youll Be Doing
As our Personal Tax Associate youll be responsible for:
Personal Tax Compliance
- Preparing and submitting Self-Assessment tax returns for company directors business owners high-net-worth individuals landlords partnerships and LLP members.
- Reviewing client information identifying gaps and calculating tax liabilities.
- Managing correspondence and routine HMRC enquiries.
- Monitoring workflows and meeting filing deadlines.
- Preparing capital gains tax computations and disclosures.
- Supporting trust and estate tax compliance where required.
Client Service
- Handling routine personal tax queries.
- Building strong client relationships and delivering excellent service.
- Communicating clearly with clients colleagues and HMRC.
- Gathering information needed to complete tax returns efficiently.
Tax Advisory Development
As your experience grows youll gain exposure to:
- Capital gains and inheritance tax planning.
- Property tax and remuneration planning.
- Succession and exit planning.
- Share schemes and employee incentives.
- Advisory work for entrepreneurial and high-net-worth clients.
The role provides a clear route from compliance into advisory work.
What Were Looking For
Essential
- 13 years personal tax compliance experience within an accountancy practice.
- Experience preparing Self-Assessment tax returns.
- Good understanding of UK personal taxation.
- Strong attention to detail and organisational skills.
- Ability to manage multiple deadlines.
- Confident written and verbal communication skills.
- Good Excel and Microsoft Office skills.
- A proactive approach to learning.
Desirable
- ATT qualified or part-qualified.
- Experience with trust tax returns and capital gains tax calculations.
- Experience using CCH Iris TaxCalc or similar software.
- Previous exposure to tax advisory projects.
Why Join TC Group
We offer a structured career progression pathway:
Personal Tax AssociateSenior Tax AssociateTax AdviserTax Manager
As your knowledge and experience grow your role will develop from compliance work towards increasingly complex tax planning and advisory services.
Our Benefits
- Group life assurance 4 x salary
- Private medical insurance following probation
- Opportunity to purchase additional holiday days
- Car parking
- Social events
- Employee benefits portal including GP and prescription services cashback and vouchers
- Employee assistance programme
- Employee referral bonus
- Regular training and development supporting professional qualifications and personal goals
About TC Group
TC Group is a growing professional services business that invests in its people encourages innovation and supports career development.
Were committed to creating an inclusive workplace where everyone feels respected and valued. We welcome applications from candidates of all backgrounds and experiences.
Candidates must be based in the UK. Were unable to provide visa sponsorship.
Apply today and start your next chapter with TC Group.
Required Experience:
IC
About Company
Business advisors and accountants in Stanley providing audit, tax and accounting to businesses and individuals. Accountancy Age ‘Top 20’ firm helping clients achieve sustainable growth.