Partner Tax Assistant

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is looking for a detail-oriented Tax Assistant to manage partners' tax matters. This role involves preparing tax returns, ensuring compliance with tax laws, and providing support on partner-related tax issues. The ideal candidate will have experience in personal tax return preparation and knowledge of private client tax. With a hybrid working model, this position allows flexibility while being part of a collaborative team. The firm offers competitive benefits, including private medical insurance and fully funded professional training, making it a great opportunity for growth and development in the tax field.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Fully Funded Professional Training

Qualifications

• Relevant academic background or experience in tax.
• Qualified accountant or part-qualified candidates considered.

Responsibilities

• Completing tax returns for individuals and LLPs.
• Highlighting technical issues for senior review.
• Assisting with annual partner tax reserving.

Skills

Personal Tax Return Preparation

Planning and Organizational Skills

Client Focused

Knowledge of Private Client Tax

Proficient with Tax Software

Education

Qualified Accountant (ACA/ACCA/CA/Equivalent)

ATT/CTA

Tools

Excel

Word

Job description

We are seeking a detail-oriented and efficient Tax Assistant to join the team responsible for managing the firm's own partners' tax matters. The role involves preparing partner and partnership tax returns, ensuring compliance with relevant tax laws, and assisting with partner-related tax issues, including drafting advice to individual partners.

This position can be based in London or elsewhere in the UK, with an expectation to work from a Private Client Tax team office 2-3 times a week for collaboration.

Key Responsibilities:

1. Completing tax returns for individuals and LLPs, including drafting high-standard returns, managing workload, organizing source data, and preparing clear working papers.
2. Highlighting technical issues for senior review.
3. Assisting with annual partner tax reserving and adjustments.
4. Preparing partner tax payment instructions.
5. Maintaining client files and trackers.
6. Ensuring compliance with review controls and proper filing.
7. Supporting budgeting and billing processes.
8. Assessing risks, implementing controls, and maintaining procedure notes.
9. Participating in ad hoc projects for the group and partners.

Qualifications:

• Relevant academic background or experience; qualified accountant (ACA/ACCA/CA/Equivalent) or ATT/CTA; part-qualified candidates considered based on experience.

Ideal Candidate Attributes:

• Experience in professional or financial services.
• Experience in personal tax return preparation (essential).
• Knowledge of private client tax (income tax, capital gains tax, inheritance tax).
• Desirable: partnership tax knowledge, willingness to learn.
• Proficient with tax software, Excel, Word.
• Willing to learn legislation and practices.
• Strong planning and organizational skills.
• Client-focused, team player.

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday package and options to purchase additional days
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available throughout the application process—please inform your Recruiter of your needs.