Private Client Tax Assistant

Reed; England; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A well-established Accountancy Practice in Hertfordshire is seeking a Private Client Tax Assistant to join their team. This full-time position involves preparing tax returns, managing client interactions, and assisting senior staff with advisory work. The ideal candidate will possess prior tax experience and have a foundational understanding of tax practices, with an opportunity for hybrid working. Competitive salary and benefits are included.

Benefits

Competitive salary and benefits package

Hybrid working model

Opportunities for professional development

Qualifications

• ATT qualification is desired but not essential.
• Previous tax experience is essential.
• Understanding and application of basic tax practice.
• Competence in tax software applications.
• Ability to prepare basic tax computations/returns.

Responsibilities

• Preparation and filing of tax returns.
• Handling a range of capital gains tax issues.
• Liaising with clients and other third parties.
• Addressing HMRC queries and attending client meetings.
• Gathering data for internal management statistics.

Skills

Previous tax experience

Understanding of basic tax practice

Competence in tax software applications

Ability to prepare basic tax computations

Education

ATT qualification

Job description

Overview

Private Client Tax Assistant

• Job Type: Full-time, Hybrid
• Location: Hertfordshire
• Salary: £30,000 - £38,000

We are seeking a Private Client Tax Assistant to join a well-established Accountancy Practice based in Hertfordshire. This role involves assisting with routine personal tax compliance and ad hoc advisory work, supporting senior colleagues with their client portfolios.

Responsibilities

• Preparation and filing of tax returns.
• Handling a range of capital gains tax issues.
• Liaising with clients, banks, and other third parties.
• Addressing HMRC queries and attending client meetings.
• Gathering data and preparing internal management statistics.
• Assisting with proposals, proposing fees, raising client bills, and regularly reviewing Work in Progress (WIP).
• Undertaking research on behalf of Managers/Partners.

Required Skills & Qualifications

• ATT qualification is desired but not essential.
• Previous tax experience is essential.
• Understanding and application of basic tax practice, risk management, and quality control protocols.
• Competence in the use of tax software applications.
• Ability to prepare basic tax computations/returns and written work on tax topics relevant to client assignments.
• Awareness of the relationship between chargeable hours recorded, fees, and the ability to analyse WIP on an ongoing basis.

Benefits

• Competitive salary and benefits package.
• Hybrid working model, allowing flexibility between office and remote work.
• Opportunities for professional development and progression within the team.
• Supportive team environment with a focus on personal and professional growth.

To apply for the Private Client Tax Assistant position, please submit your CV