Tax Assistant

Puro Associates; Ledston; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

25 days leave

Bank holidays

Hybrid working

Flexible working

Free on-site parking

Death in service benefit

Company pension

Career progression

Job summary

Puro Associates is seeking a Tax Assistant to join its tax team. You will manage a personal tax portfolio for individuals, company directors, business owners and partnerships, working closely with senior tax staff and handling Self-Assessment returns.

You will contribute to routine tax work, respond to client queries, and assist with Making Tax Digital submissions while developing your expertise in private client tax. A hybrid working arrangement and progression opportunities are offered.

Qualifications

• 2+ years in a tax-focused practice.
• Experience preparing personal tax returns.
• Strong communication and interpersonal skills.
• Professional and client-focused approach.
• Excellent organisational skills and ability to manage deadlines.
• Proactive ownership and reliability.

Responsibilities

• Manage a portfolio of personal tax clients and meet deadlines.
• Prepare and review Self-Assessment tax returns.
• Respond to client queries with guidance on routine tax matters.
• Handle tax payment reminders and related client correspondence.
• Communicate with HMRC to resolve queries and client matters.
• Liaise with solicitors, accountants, financial advisers and other tax professionals.
• Support senior tax team Members on complex personal tax returns.
• Assist with quarterly Making Tax Digital submissions.
• Assist with corporation tax calculations and CT600 returns.
• Contribute to efficient day-to-day operation of the tax department.
• Build and maintain strong client relationships and provide high service levels.

Skills

Communication

Organisational skills

Proactive attitude

Team-oriented

Client-focused

Job description

• 25 days' annual leave plus bank holidays.
• Hybrid working, with the opportunity to work from home up to two days per week.
• Flexible working arrangements.
• Free on-site parking.
• A friendly and supportive working environment.
• Death in Service benefit of four times salary.
• Auto-enrolment into the company pension scheme.
• Opportunities for ongoing professional development and career progression.

The Role

An established and growing accountancy practice is looking to appoint a Tax Assistant to join its tax team. This is a varied role offering exposure to a broad portfolio of private clients, including individuals, company directors, business owners and partnerships. You will work closely with senior members of the tax team, taking responsibility for your own client portfolio while also providing support on more complex tax work.

Key Responsibilities

• Managing a portfolio of personal tax clients and ensuring deadlines are met.
• Preparing and reviewing Self-Assessment tax returns.
• Responding to client queries and providing appropriate guidance on routine tax matters.
• Handling tax payment reminders and related client correspondence.
• Communicating with HMRC to resolve queries and deal with client matters.
• Liaising with a range of external professional contacts, including solicitors, accountants, financial advisers and other tax professionals.
• Supporting senior members of the tax team with more complex personal tax returns and assignments.
• Assisting with quarterly Making Tax Digital submissions.
• Providing support with corporation tax calculations and the preparation of CT600 returns.
• Contributing to the efficient day-to-day operation of the tax department.
• Building and maintaining strong relationships with clients and providing a high level of service.

About You

• 2+ years' practice experience
• Experience of preparing personal tax returns.
• Strong communication and interpersonal skills.
• A professional and client-focused approach.
• Excellent organisational skills and the ability to manage competing deadlines.
• A proactive attitude and willingness to take ownership of your work.
• A dependable and team-oriented approach.