Tax Assistant

Michael Page (UK); Bristol; On-site; GBP 27,000 - 32,000; Full time

Job summary

A reputable accountancy firm based in Bristol is seeking a Personal Tax Assistant to deliver personal tax compliance services to diverse clients, including HNWIs and landlords. The role offers competitive salary, benefits, and flexibility while providing a pathway for professional growth in tax planning and advisory services.

Benefits

Flexible hours

Competitive salary and benefits

Support for pursuing qualifications

Qualifications

• Likely studying or qualified ATT for personal tax.
• Experience within personal tax practice.
• Interest in client portfolio management.

Responsibilities

• Deliver personal tax compliance for a range of clients.
• Complete personal tax & CGT returns and trust tax returns.
• Increase client contact and portfolio management responsibilities.

Skills

Personal tax compliance

Client contact

Tax planning/advisory

Education

ATT qualification

Job description

A growing and successful accountancy practice based in Bristol is searching for a Personal Tax Assistant to join their team delivering personal tax compliance service to wide ranging clients, along with increasing responsibility, client contact and involvement in tax planning/advisory work on offer as you develop within firm and role.

Client Details

Based in Bristol this highly regarded and successful accountancy firm is looking to bolster its tax department. The firm has a long serving, highly experienced team and tax department acting for wide ranging clients providing a personal tax compliance and planning service. The firm offers flexible hours highly competitive benefits and salary packages with support on offer for those pursuing qualifications.

Description

Joining as a Personal Tax Assistant based from the firms Bristol offices you will focus on delivering personal tax compliance to wide ranging HNWIs, directors, property investors/landlords, trusts, partnerships and other wide ranging personal tax clients, Over time as you develop within the firm and role there will be increasing client contact / portfolio management responsibility and scope for involvement in delivering wider tax planning services. You will complete personal tax & CGT returns, PSA / SDLT clearance, self assessment registrations, trust tax returns and share transfers, overpayment relief claims and other responsibilities. The role and firm provides an excellent opportunity for you to develop your personal tax career.

Profile

You are likely studying, or qualified ATT and you will have either specialised entirely within a personal tax career so far to around the Personal Tax Assistant / Senior levels, or you may have a more generalist, all around accounts and tax background, developed within an accountancy practice firm background and be looking to specialise your career in tax moving forward.

Job Offer

£27,000 - £32,000 dependent on the experience and background of the right professional plus benefits. Please apply on line and for a further confidential discussion to find out more please contact Mark Bailey on 01179 271452