Personal Tax Assistant / Semi Senior

CMA Recruitment Group; Fareham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A friendly accounting firm in Fareham is seeking a motivated Personal Tax Assistant / Semi Senior to join its supportive team. This role focuses on personal tax compliance, with the opportunity to develop into advisory work. Candidates should have prior personal tax experience or relevant qualifications. Full training and support are offered in a conducive environment that encourages career growth.

Benefits

Full training and study support

Exposure to advisory work

Supportive team environment

Qualifications

• Previous experience in personal tax compliance within an accountancy practice desirable.
• Keen to learn and develop in both compliance and advisory tax work.

Responsibilities

• Preparing self-assessment tax returns for a varied portfolio of clients.
• Assisting with ad hoc personal tax advisory work.
• Managing client queries in a timely and professional manner.
• Supporting managers and partners with tax compliance reviews.

Skills

Strong numerical skills

Organisational skills

Excellent communication skills

Client service focus

Proactive team player

Education

ATT / CTA studier, AAT qualified, or qualified by experience

Job description

Overview

A friendly, two-partner firm of accountants based in Fareham is seeking a motivated Personal Tax Assistant / Semi Senior to join its small and supportive team of six. This role is focused on personal tax compliance, with the opportunity to get involved in some advisory work as your experience grows. With excellent support, training, and study packages provided if required, this is a great opportunity for someone who wants to develop their tax career in a close-knit practice environment.

Responsibilities

• Preparing self-assessment tax returns for a varied portfolio of clients
• Assisting with ad hoc personal tax advisory work (depending on experience)
• Managing client queries in a timely and professional manner
• Supporting managers and partners with tax compliance reviews
• Building strong client relationships through excellent service
• Developing knowledge of wider tax issues with full training and support

Suitable Candidate

• Previous experience in personal tax compliance within an accountancy practice desirable
• ATT / CTA studier, AAT qualified, or qualified by experience study support available
• Strong numerical and organisational skills
• Keen to learn and develop in both compliance and advisory tax work
• Excellent communication skills and client service focus
• A proactive, enthusiastic team player who enjoys working in a small team environment

Additional benefits

• Full training and study support provided (ATT / CTA or other qualifications)
• Opportunity to gain exposure to advisory work alongside compliance
• Supportive, friendly team environment in a small practice

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