Tax Assistant

Pro Talent; Uckfield; On-site; GBP 30,000 - 40,000; Full time

Job summary

A respected recruitment agency in Uckfield is seeking a Tax Assistant for their expanding team. This role involves managing an active portfolio of personal tax clients and participating in advisory projects. You will need to be ATT qualified with a minimum of 2 years of relevant experience. Strong communication skills and IT literacy are essential. This position offers a busy and deadline-driven environment.

Qualifications

• At least 2 years of post qualification experience in personal tax.
• Proven experience in personal tax with a drive for progression.

Responsibilities

• Request Tax Return information from clients.
• Generate Tax Returns for a diverse client base.
• Identify planning opportunities within the portfolio.
• Advise clients of their UK tax positions and liaise with HMRC.
• Provide supervisory support for junior team members.
• Assist on consultancy projects as required.

Skills

ATT Qualified

Personal and technical tax knowledge

Excellent written and verbal communication skills

Ability to work as part of a team

IT literate (Excel, Word, Microsoft Teams)

Education

ATT qualification

Tools

CCH

Alphatax

Job description

Tax Assistant - Private Client (Uckfield)
Our small and friendly team is expanding and with this opportunity, you will be responsible for the running of an active portfolio of personal tax clients and become involved with advisory projects. This is a busy, personal tax compliance role and you will ideally be ATT qualified with at least 2 years’ post qualification experience. As a result, this would more ideally suit a candidate with proven experience in personal tax with a drive for progression.

CORE RESPONSIBILITIES

• Request Tax Return information from the client or relevant parties
• Take ownership of and generate Tax Returns for a diverse client base including High Net Worth Individuals, Owner Managed Business’s and Non-Domiciled individuals
• Identify planning opportunities within your portfolio
• Advise clients of their UK tax positions and liaising with HMRC as appropriate
• Work within specified budgets, monitor WIP and raise bills in a timely fashion
• Provide supervisory support for more junior members of the team
• Assisting on consultancy projects and other ad-hoc matters as required

SKILLS & EXPERIENCE

• ATT Qualified
• Practical and varied personal and technical tax knowledge
• Ability to work as part of a team and independently
• Numerate and analytical with excellent written and verbal communications skills
• Evidence of being a proactive, self-starter who can manage changing priorities in a demanding environment
• IT literate (Excel, Word, Microsoft Teams)

DESIRABLE

• Experience with CCH and Alphatax
• CTA qualified or part qualified
• Previous experience in a client facing roleAbility to efficiently undertake research tasks

This is a highly deadline-based role so, at times, flexibility on hours in peak times will be required.

Not quite hitting the mark? We'd love to chat to you anyway - contact Lydiaon [e-mail] to hear more.