Private Client Tax Assistant

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

Benefits offered by this job

Generous Holiday Allowance

Life Assurance

Pension with employer

Medicash Plan

Paid sickness

Professional subscriptions

Group Income Protection

Annual salary review

Option to purchase PMI

Job summary

Larking Gowen LLP, based in Norwich, is seeking a Tax Assistant to support the Private Client Trust and Probate team. You will help prepare tax returns, engage with HMRC, and assist senior staff on advisory projects.

The role emphasizes accuracy, client service, and adherence to ethical standards, with a 37.5-hour week and a starting salary of £26,000. Training and development opportunities are provided as part of a long-standing regional firm.

Qualifications

• Previous tax experience.
• GCSE English and Mathematics 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.
• A level education or equivalent experience.
• Fully ATT qualified.

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 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.
• Maintain an up to date understanding of tax clients.

Skills

Tax experience

GCSE English & Maths

Microsoft Excel

Word skills

Customer service

Education

GCSE English & Maths (9-4)

A level or equivalent

ATT qualification (Desirable)

Tools

Microsoft Office Suite

Microsoft Excel

Word

Job description

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.

Responsibilities

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 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.

Clients

• Maintain an up to date understanding of tax clients.
• Is aware of the wide range of Larking Gowen services and spots opportunities to potentially sell those services to clients.
• Is actively involved in office marketing events when appropriate and is an 'ambassador' of the firm.

Other Responsibilities:

• Adhere to the firm's risk management policies and procedures.
• Attend training courses as identified in order to develop both technical and personal skills and keeps records for compliance purposes.
• Consistently achieves deadlines and understands the commercial implications of actions relating to productively, recoverability, fee income and client service.
• Communicate workload with manager or partner.
• Undertake other duties to meet the demands of the business.
• Assist and support other members of staff as required.

Personal Specification

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.
• Fully ATT qualified.

Personal Attributes

• Methodical and accurate.
• Strong team working, prioritisation and organisational skills.
• Professional.
• Comfortable liaising with clients on a day-to-day basis.
• Have a positive attitude towards training and a career opportunity within accountancy.
• Practical with a proactive and 'can do' attitude.
• Excellent attention to detail.
• Good problem solving skills.
• Strong team player.

Requirements

Tax Assistant

Within Private Client Trust and Probate

Based in Norwich

Working hours: 37.5 hours

Salary starting from £26,000

At Larking Gowen, our people get the very best career opportunities in accountancy and business advice. Whether you're just starting out and you're looking for an Apprenticeship or Graduate opportunity or you've been working in the business for some time, we'll make sure you get all the support you need to take you to the next step in your career and beyond.

We pride ourselves on being a friendly business that looks after our people and is active in the community. As soon as you join us, you'll be working hands-on, and starting to build your own professional relationships.

Larking Gowen has been around for more than 130 years. We have gone from strength to strength and have built our reputation for loyalty and reliability. We're also forward looking, keeping abreast of change in a fast-moving environment.

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!

Platinum credited training provider

Pension scheme (salary exchange)

Paid professional subscriptions

Rewards for client referrals

Social responsibility and charity support

Social and sports activities

Suggestion scheme and Innovation Fund

Paid holiday and option to purchase additional holiday through salary exchange

Corporate membership providing discounts on theatre and arts