Private Client Tax Assistant

Larking Gowen; Ipswich; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Holiday allowance

Life assurance

Employer pension

Medicash plan

Paid sickness

Professional subscriptions

Group income protection

Salary review

PMI option

Job summary

Larking Gowen in Ipswich is seeking a Tax Assistant to join the Private Client Trust and Probate team. You will help prepare tax returns, support portfolio holders, and liaise with HMRC as part of a dedicated Private Client team.

This role offers 37.5 hours per week, a starting salary of £26,000, and a benefits package to support career growth and well-being.

Qualifications

• Experience in tax preparation and return filings.
• Proficient use of Microsoft Office and internet tools.
• GCSE English and Maths at min grade 4 (C) or equivalent.
• Basic letter writing and clerical skills.

Responsibilities

• Assist in preparing tax returns and computations from client data.
• Draft basic Capital Gains Tax computations for senior review.
• Prepare HMRC forms and amend PAYE tax codes as needed.
• Support senior team on tax advisory projects.
• Liaise with HMRC and other professionals regarding client matters.
• Maintain and update the in-house client database.

Skills

Tax experience

Excel

Word skills

Customer service

Education

English & Maths GCSEs

A level or equivalent

ATT (part)

Tools

Microsoft Office

Job description

Tax Assistant

Within Private Client Trust and Probate

Based in Ipswich

Working hours: 37.5 hours

Salary starting from £26,000

At Larking Gowen, our people are at the heart of everything we do. Our commitment to both our employees and clients is at the core of who we are. We strive to create a supportive and inclusive workplace culture where employee wellbeing is paramount, work-life balance is valued, and personal growth is encouraged through tailored training and development opportunities.

We are seeking an enthusiastic and driven Tax Assistant to be a valued member of the team, assisting in preparing tax returns and providing organised and professional support to the portfolio holders within the Private Client Trust and Probate team.

Main Responsibilities:

• Assist in the preparation of tax returns and computations by entering source information provided by clients, including preparing rental income accounts, basic self-employment income and expenditure accounts, and other associated tasks.
• Drafting basic Capital Gains Tax computations, including Capital Gains Tax returns, for senior review.
• Preparing other HMRC forms for senior review, including tax elections, and amending PAYE tax codes.
• Assisting of senior members of the team on tax advisory projects.
• Liaise with HMRC and other professionals regarding client affairs.
• Ensure that professional ethical procedures are adhered to.
• Manage and update the in-house database for client details.

Education, qualifications and experience

Essential:

• Previous tax experience.
• Minimum English and Mathematics GCSE’s at Grade 9 – 4 (A* - C) or equivalent.
• Experience of using Microsoft packages, internet, email and other computerised packages.
• Intermediate excel spread sheet skills.
• Basic word skills including basic letter writing skills.
• Good customer service skills.

Desirable:

• A level education or equivalent experience.
• Part ATT qualified.

In return you will have support to establish your career with Larking Gowen at a pace that suits you both personally and professionally. We also offer benefits which include:

• Generous Holiday Allowance
• Life Assurance
• Pension with employer
• Medicash Plan
• Paid sickness
• Professional subscriptions
• Group Income Protection
• Annual salary review
• Option to purchase PMI

Plus many more!