Tax Associate - Private Client Team

  • WA Consultants
  • Dorchester, Dorset
  • Feb 28, 2026
Full time Legal

Job Description

Tax Associate - Private Client Team

We are looking for a talented and detail-driven Tax Associate to join a Private Client team. This is an excellent opportunity for a qualified professional to play a key role in delivering high-quality tax compliance and advisory services to a diverse portfolio of clients.

As a Tax Associate, you will work closely with colleagues, partners, Trustees and clients to provide clear, practical, and technically sound tax guidance. Your responsibilities will include:

  • Preparing Self Assessment tax returns for individuals and estates

  • Managing Capital Gains Tax reporting, including 60-day property filings

  • Preparing Inheritance Tax (IHT) returns relating to estates and lifetime transfers

  • Supporting Trustees and Private Client colleagues with expert tax input

  • Ensuring deadlines are met with accuracy and attention to detail



Essential:

  • ATT and/or TEP qualified

  • Strong background in personal tax compliance

  • Excellent attention to detail and ability to manage competing deadlines

  • Confident communicator with a client-focused mindset

  • Strong IT skills, particularly Microsoft Excel



Desirable:

  • AAT (or equivalent) qualification

  • Experience within a legal or professional services environment

WA Consultants is an Employment Business and an Employment Agency as described within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.