Personal Tax Assistant

Pro-Tax; London; Hybrid; GBP 40,000; Full time

Job summary

A leading private client tax consultancy in London is seeking a Personal Tax Assistant to manage and prepare tax returns for a portfolio of clients, including high-net-worth individuals. The ideal candidate has an ATT qualification or relevant experience. This role offers excellent opportunities for career growth and a hybrid working environment.

Benefits

Benefits including continuing personal development

Qualifications

• Preferably ATT qualified, or experienced candidates who have started studies.
• Experience managing a portfolio of clients is important.

Responsibilities

• Work on your portfolio of clients, including entrepreneurs and HNWIs.
• Prepare personal tax returns and manage client information.
• Assist with preparation of various tax returns under guidance.

Skills

Client portfolio management

Personal tax preparation

Advisory work

Education

ATT qualification (or similar)

Job description

Personal Tax Assistant

Private Client Tax Consultancy

London / Hybrid

£40,000 plus benefits

Our client is a leading mid-tier accountancy firm based in the heart of the city. They are now looking for an ambitious Tax Assistant to join their Private Client team. You will already be looking to progress your career with an award-winning firm that can match your career aspirations. The firm have always demonstrated that rapid career growth is achievable for high performers.

Your experience

Preferably ATT qualified they will consider experienced candidates who have started their studies. Experience of managing a portfolio of clients is important

The role

They are looking for a Tax Assistant to work with the existing team on a broad range of high-profile clients.

Your main responsibilities will be:

Working on your portfolio of clients which will include entrepreneurs and HNWI's. Preparing personal tax returns in your portfolio and chasing client information and dealing with queries.

Working directly with senior members of the tax team on their client projects and liaising with other teams to deliver results:

• Assisting with preparation of CGT Returns, P11Ds, Employment Related Securities Returns, ATED Returns etc
• Advisory work under the guidance of senior team members such as Inheritance tax planning
• Helping with enquiry work
• Technical research to provide possible solutions to complex tax issues.
• Management of WIP, billing and debtors on your portfolio

An excellent opportunity to grow your career where your personal development will be continuous. Please call John at Pro tax today on 07921 603 914 or email [e-mail]

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