Private Tax Trainee

Streets; Exeter; Hybrid; GBP 23,000 - 31,000; Full time

Benefits offered by this job

Hybrid working after probation

21 days’ annual leave plus bank/public

Workplace pension

Employee benefits scheme

Professional training and ATT support

Free parking on site

Job summary

Streets is a modern accountancy practice with 33 offices across the UK, combining national expertise with a close-knit, people-first culture. We are seeking a trainee to support the Manager in delivering the general personal tax function and to prepare self-assessment tax returns for a diverse client base.

You will work with the team to ensure high-quality taxation services and excellent client service, with mentoring opportunities and a path to ATT qualification supported by Streets.

Qualifications

• Understanding taxation principles to deliver effective service to clients.
• Delivering self-assessment tax returns for clients with various income sources.
• Assisting with other taxation paperwork and dealings with HMRC.
• Willingness to mentor and support trainees within the team.

Responsibilities

• To have a reasonable understanding of taxation principles and practices to deliver an effective service to clients.
• Working with the Manager and team to ensure quality taxation services and excellent client service.
• Delivering the self-assessment tax return preparation for clients with a variety of income sources.
• To assist with other taxation paperwork and returns such as 60 day Capital Gains Tax returns and liaise with HM Revenue & Customs on client matters.
• To have good client relationship skills to build strong relationships and handle client queries.
• Provide mentoring and guidance to other trainees within the team where necessary.
• Assist the tax team with any ad hoc work.
• The opportunity in the future to undertake studies toward the relevant tax qualification ATT supported by Streets.

Skills

Taxation principles

Self-assessment tax returns

Client service

Mentoring trainees

Education

ATT studies in future

Job description

Streets is a modern, forward-thinking accountancy practice with 33 offices across the UK and growing. We combine the expertise of a national firm with the collaborative, people-first culture of a close-knit practice. Our team supports an impressive variety of clients, from entrepreneurial start-ups to established companies, charities, and family businesses.

Role Overview

To support the Manager as part of a team on the delivery of Streets general personal tax function, executing the self-assessment tax return preparation for a range of clients. To support the team in carrying out the responsibilities of the tax department.

Key Responsibilities

• To have a reasonable understanding of taxation principles and practices to deliver an effective service to clients.
• Working with the Manager and team to ensure quality taxation services and excellent client service.
• Delivering the self-assessment tax return preparation for clients with a variety of sources of income to include investment portfolios, rental income, pensions and overseas income.
• To assist with other taxation paperwork and returns such as 60 day Capital Gains Tax returns and liaise with HM Revenue & Customs on client matters.
• To have good client relationship skills, to be able to build strong relationships and handle client queries in a positive and client-focused manor.
• Provide mentoring and guidance to other trainees within the team where necessary.
• Assist the tax team with any ad hoc work that is required.
• The opportunity in the future to undertake studies toward the relevant tax qualification ATT supported by Streets.

Company Accountabilities

• Leading by example as a role model Streets values and professional standards.
• Driving continuous improvement within your own areas of responsibility.
• Being fully aware and actively complying Streets policies and procedures relevant to your own responsibilities and to company policies and procedures including equality, professional conduct, health & safety, and data protection.
• Performing any other reasonable duties as directed by the Head of Department.

This job description outlines the duties required for the time being to indicate the level of responsibility. It is not a comprehensive or exclusive list and duties may be varied from time to time, which does not change the general character of the job or level of responsibility.

What We Offer

• The opportunity to be part of a collaborative and progressive team.
• 21 days’ annual leave plus bank holidays.
• Workplace pension.
• Employee benefits scheme offering discounts from hundreds of retailers.
• Fully supported professional training and qualifications
• Hybrid working after probation
• Free parking on site.