Private Client Tax Assistant

Abacus Consulting; Milehouse; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading accountancy practice in St Albans is seeking a Tax Assistant with 2-3 years of private client tax experience. The role includes managing capital gains tax issues and liaising with clients and HMRC. This is a full-time position with a hybrid working arrangement and offers ongoing professional development and support.

Benefits

Ongoing personal and professional development

High-quality offices

Employee wellbeing assistance

Active social scene

Qualifications

• 2-3 years private client tax experience.
• Strong understanding of capital gains tax.
• Ability to liaise with clients and third parties.

Responsibilities

• Manage capital gains tax issues.
• Liaise with clients, banks, and other third parties.
• Handle HMRC queries.
• Prepare internal management statistics.
• Assist with proposals and client billing.
• Conduct research for Managers/Partners.

Skills

Capital gains tax issues

Client liaising

HMRC queries

Data gathering

Research skills

Education

ATT student close to completion

Job description

Overview

Abacus Consulting are delighted to be partnering a highly successful accountancy practice in St Albans. They have a current need in their private client tax team for a Tax Assistant.

Responsibilities

• Dealing with a range of capital gains tax issues
• Liaising with clients, banks and other third parties
• Dealing with HMRC queries
• Data gathering and preparing internal management statistics
• Assisting with proposals
• Proposing fees, raising client bills and regularly reviewing WIP
• Undertaking research on behalf of Managers/Partners

Requirements

The successful candidate will have at least 2-3 years private client tax experience and is likely to be an ATT student, close to completion.

Location, Benefits & Travel

The St Albans office is within walking distance of city centre and Thameslink. Onsite parking. High quality offices. Active social scene. Employee wellbeing and assistance in place. Ongoing personal and professional development including study support. Some travel to London office will be required.

Employment Type

This is a permanent/full time role, hybrid working arrangement.