Private Client Services Associate

We never ask for any kind of payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment or asked to make a purchase, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.

About TMF Group

TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.

Discover the Role

Based out of our London office you will support the Private Wealth & Family Office team with managing an interesting personal tax and trust client base. This is an exciting time to join the team as we look to expand further and there will be plenty of opportunity to grow your career within a friendly, supportive and flexible working environment.

Key Responsibilities

This is a varied role where your primary responsibility will be the preparation of personal and trust tax returns together with accounts for your diverse portfolio of clients such as individuals, families, entrepreneurs, charities and businesses. You will also have opportunities to be involved with improving efficiencies within the team as well as plenty of opportunity to learn and develop. Your role will include;

• Preparing year end accounts for clients with supporting schedules
• Preparing personal and trust tax returns
• Assisting with the enhancement of our existing processes and developing our service offering
• Building strong relationships with clients, the team and the wider TMF network
• Continually keeping up to date with relevant UK tax changes

Key Requirements

• Excellent people skills to build and retain strong relationships
• Excellent communication skills and confidence collaborating with senior stakeholders
• An ability to work pro-actively and manage your own tasks
• Excellent attention to detail
• Some understanding of personal tax and trust compliance would be useful or a willingness and interest in learning
• Enthusiasm to grow and develop
• Competence in the use of Microsoft Office packages (Word, PowerPoint, Excel, and Outlook) and standard in house packages
• Minimum 3 A –levels and 5 GCSE’s (A-C) including English and Maths

What’s in it for you?

• Pension scheme
• Private medical insurance
• Life assurance x4 base salary
• 25 days Holiday
• Eligibility for Group Discretionary Bonus (based on company then team and individual performance)
• Technology hire purchase scheme
• Discounted gym memberships, Lifestyle discounts – travel discounts, cinema tickets, high street vouchers are just some of the discounts you have access to when you shop online or in store,
• Purchase additional holidays
• Interest-free Season ticket loan

We’re looking forward to getting to know you!