Private Client Tax Assistant

Pro-Tax; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading tax consultancy in London is seeking a Tax Assistant to join their Private Client Tax team. This hybrid role involves preparing personal tax returns, liaising with clients, and supporting senior colleagues. Ideal candidates will have prior private client tax experience and be competent in tax software. This is a great opportunity to advance your career in a supportive team environment.

Qualifications

• Partially or fully ATT qualified.
• Previous private client tax experience essential.
• Competent in tax software and preparing basic computations/returns.
• Strong communication, organisation, and client-handling skills.

Responsibilities

• Prepare and file personal tax returns, including Capital Gains Tax matters.
• Liaise with clients, HMRC, banks, and other third parties.
• Attend client meetings and support senior colleagues.
• Assist with fees, billing, WIP monitoring, and internal reporting.
• Conduct research to support Partners and management.

Skills

Partially or fully ATT qualified

Previous private client tax experience

Competent in tax software

Strong communication skills

Strong organisation skills

Client-handling skills

Team player

Job description

Overview

Private Client Tax Assistant - London Top 20. Our Private Client Tax team is seeking a Tax Assistant to join their growing team. This hybrid role typically requires two days per week in the City office.

Key Responsibilities

• Prepare and file personal tax returns, including Capital Gains Tax matters
• Liaise with clients, HMRC, banks, and other third parties
• Attend client meetings and support senior colleagues
• Assist with fees, billing, WIP monitoring, and internal reporting
• Conduct research to support Partners and management

Skills & Experience

• Partially or fully ATT qualified
• Previous private client tax experience essential
• Competent in tax software and preparing basic computations/returns
• Strong communication, organisation, and client-handling skills
• Team player who takes ownership of work and meets deadlines

This is a great opportunity to gain broad private client tax experience and develop your career in a supportive, client-focused team.

Call Kevin on 07968 202512 - [e-mail]

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.