Tax Assistant

Reflect Recruitment Group; Quarrington; On-site; GBP 26,000 - 32,000; Full time

Job summary

Reflect Recruitment Group is seeking a Tax Assistant to join our Private Client Tax Team in Sleaford. The role supports busy tax professionals on a range of private client tax matters, handling client enquiries, tax compliance and advisory projects.

Ideal candidates will be enthusiastic, well-organised and have a genuine interest in tax, with strong IT skills and excellent communication. Training and development opportunities exist within a collaborative environment.

Qualifications

• Experience in accounts, tax, estates or trust matters.
• Strong IT skills and ability to use MS Office suite.
• Interest in tax and accountancy with client focus.

Responsibilities

• Prepare Income Tax and Capital Gains Tax returns for individuals, estates and trusts.
• Prepare 60-day Capital Gains Tax submissions for residential property sales.
• Assist with estate and trust accounts and tax planning for clients.
• Support tax compliance work and advisory projects.

Skills

Communication skills

Analytical skills

Attention to detail

Client service mindset

Education

ATT/CTA qualification

STEP Diploma or study towards

Tax/accountancy qualification

Tools

Microsoft Office

SOS Connect

IRIS

Job description

Tax Assistant

Location: Sleaford

Salary: Dependent on Experience (DoE)

Hours: Monday to Friday, 9:00am - 5:15pm

Job Type: Permanent

Launch or Develop Your Career in Tax

Are you looking to build your career in specialist tax work?

Are you already experienced and ready for your next challenge?

We are looking for a motivated Tax Assistant to join our expanding Private Client Tax Team in Sleaford. This is a newly created position within a growing department, offering an excellent opportunity to work alongside experienced professionals on a diverse range of tax compliance and advisory matters.

The Role

As a Tax Assistant, you will play a key role in supporting our busy Tax Team, working directly with clients and assisting on a wide variety of private client tax matters. You will manage new client enquiries, support ongoing tax compliance work and contribute to one-off advisory projects, gaining valuable exposure across a broad range of specialist tax services.

This is an ideal opportunity for someone who enjoys problem-solving, building client relationships and developing technical expertise within a supportive and collaborative environment.

Your responsibilities will include:

• Preparing Income Tax and Capital Gains Tax returns for individuals, estates and trusts.


• Preparing 60-day Capital Gains Tax submissions following residential property sales.


• Preparing R185s for estates and trusts.


• Assisting with estate and trust accounts.


• Supporting clients with tax planning, including gifting, lifetime planning and Deeds of Variation.


• Providing tax advice to executors and trustees.


• Assisting with Agricultural Property Relief and Business Property Relief matters.


• Keeping up to date with tax legislation and supporting internal knowledge sharing.

Also:

• Manage file opening and closure procedures.


• Deliver outstanding service to existing clients.


• Assist with billing, financial administration and fee generation.

The Ideal Candidate

Will be enthusiastic, organised and passionate about tax.

Essential

• Experience in accounts, tax, estates or trust matters.


• A genuine interest in tax and accountancy.


• Commercial awareness with an understanding of client needs.


• Strong IT skills, including Microsoft Office.


• Excellent written and verbal communication skills.


• Ability to manage competing priorities and work to deadlines.


• Strong analytical and organisational skills.


• High levels of professionalism, integrity and confidentiality.


• A collaborative team player with a proactive attitude.

Desirable

• ATT and/or CTA qualification.


• STEP Diploma or willingness to study towards one.


• A relevant tax, accountancy or legal qualification.


• Experience using SOS Connect and/or IRIS.


• Knowledge of Money Laundering Regulations and Solicitors Accounts Rules.

You must also:

• Be someone who enjoys working with people, takes pride in delivering exceptional client service and thrives in a busy professional environment.


• Be adaptable, eager to learn and committed to building a long-term career within private client tax.


• Have a sense of humour and a positive attitude.

We believe great teams achieve great results together.