Tax Assistant

Tax Assistant

London Full-Time 24000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Tax Advisers with administrative tasks and personal tax client management.
  • Company: Join a growing wealth management business focused on client relationships and results.
  • Benefits: Enjoy competitive salary, flexible pay options, gym discounts, and professional development opportunities.
  • Why this job: Gain hands-on experience in tax while studying for professional qualifications in a supportive environment.
  • Qualifications: Strong attention to detail, numeric skills, and teamwork; prior tax experience is a plus but not required.
  • Other info: This role offers a chance to evolve as the business grows, with potential for career progression.

The predicted salary is between 24000 - 36000 £ per year.

Our Values

  • Clients always come first
  • We are Results Focused
  • We do what we say we are going to do
  • We build meaningful relationships

Your role will be to provide support to Tax Advisers and to support the wider tax team within a successful and growing wealth management business. Your role will be a combination of administrative assistance and Tax support. You will have the opportunity to develop your skills and knowledge by working closely with your Tax Advisers on a range of personal tax clients. This position offers the opportunity to study for professional qualifications and to learn the role and responsibilities of Tax Advisers for progression over time.

Job role and responsibilities

  • Prepare individuals Tax returns including the request of information, sorting of information and input of data into Tax software in a timely manner and maintaining attention to detail.
  • Assisting with administrative duties associated with the Tax Advisers portfolio including the request of client information, checking Tax codes, ensuring files are up to date.
  • Attending client calls and meetings and preparing all meeting notes in advance and after the meetings.
  • Liaising with HM Revenue and Customs in relation to status of clients’ tax returns, tax rebates, documents sent/received.
  • Assistance with ad-hoc tax work including preparation of reports, summaries and tax specific work.

Requirements

  • Excellent attention to detail
  • Strong numeric and analytical skills
  • Proactive, self-motivated and able to take responsibility for work under own initiative
  • Ability to work under pressure whilst delivering work in a timely manner in accordance with strict deadlines
  • Strong time management and organisational skills
  • Excellent teamwork skills and the ability to communicate effectively with colleagues and clients at all levels.
  • Handling of sensitive and confidential information properly.

Professional Qualifications and Minimum Experience

  • Experience within a personal tax role preferred but not essential.
  • Proficiency in Microsoft Word, Excel, Outlook.
  • Good Mathematical skills
  • Experience within financial services/accountancy is desirable, but not necessary.

Remuneration and Benefits:

  • Competitive Salary with annual reviews after 1 year of service
  • 24/7 GP App
  • Cycle & Tech Schemes
  • Company-issued Tech
  • Enhanced Pension after the qualifying period
  • PMI with Vitality after a qualifying period
  • Cash plan with BUPA after the qualifying period
  • Ad-hoc incentives
  • Birthday Lie in
  • SJP ISA
  • Perkbox
  • Vivup EAP
  • Talklife Workplace Access
  • Wagestream - Flexi-Pay
  • Employee Assistance Program
  • Perkbox Membership
  • Annual Charity Volunteer Day
  • Family Friendly Benefits
  • Gym and active discounts

Because of the changing nature of our business, your job description will inevitably change. From time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

Applying for this role confirms that you have the right to work in the United Kingdom with no restrictions. If you require any reasonable adjustments, please let a member of staff know. Please note, FLM will conduct a standard Financial & Identity check, as well as a DBS check, on any candidate who is offered a role within the company.

Location: London, EC3V 9BQ

Contract Type: Permanent

Hours: Full time

Salary: £30,000 per annum

Tax Assistant employer: hireful

As a Tax Assistant in our thriving wealth management business located in the heart of London, you will be part of a dynamic team that prioritises client relationships and results-driven outcomes. We offer a supportive work culture with opportunities for professional development, including study support for qualifications, alongside competitive benefits such as a comprehensive health plan and flexible pay options. Join us to grow your career in a rewarding environment where your contributions are valued and recognised.
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Contact Detail:

hireful Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Assistant

✨Tip Number 1

Familiarise yourself with the latest tax regulations and software used in the industry. This will not only boost your confidence but also show your potential employers that you're proactive and ready to contribute from day one.

✨Tip Number 2

Network with professionals in the tax field, especially those who work in wealth management. Attend relevant events or join online forums to build connections that could lead to job opportunities at StudySmarter.

✨Tip Number 3

Demonstrate your attention to detail by preparing for interviews with examples of how you've successfully managed tasks under pressure. This will highlight your ability to meet deadlines and handle sensitive information effectively.

✨Tip Number 4

Show enthusiasm for professional development during your interactions with us. Mention any plans you have for further qualifications or training in tax, as this aligns with our values of growth and building meaningful relationships.

We think you need these skills to ace Tax Assistant

Attention to Detail
Strong Numeric Skills
Analytical Skills
Proactive and Self-Motivated
Time Management
Organisational Skills
Effective Communication Skills
Teamwork Skills
Ability to Work Under Pressure
Proficiency in Microsoft Word
Proficiency in Microsoft Excel
Proficiency in Microsoft Outlook
Handling Sensitive Information
Basic Understanding of Tax Regulations
Experience with Tax Software

Some tips for your application 🫡

Understand the Role: Read through the job description carefully to understand the responsibilities and requirements of the Tax Assistant position. Tailor your application to highlight how your skills and experiences align with what the company is looking for.

Highlight Relevant Skills: Emphasise your attention to detail, numeric and analytical skills, and any experience you have in tax or financial services. Use specific examples from your past work or studies to demonstrate these abilities.

Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention your motivation to develop your skills and pursue professional qualifications, as well as your ability to work under pressure and manage time effectively.

Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for a Tax Assistant role.

How to prepare for a job interview at hireful

✨Showcase Your Attention to Detail

As a Tax Assistant, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.

✨Demonstrate Your Analytical Skills

Highlight your numeric and analytical skills during the interview. You might be asked to solve a simple tax-related problem or analyse data, so brush up on relevant concepts beforehand.

✨Prepare for Client Interaction Scenarios

Since the role involves liaising with clients and attending meetings, think of scenarios where you successfully communicated complex information. Practise how you would explain tax concepts to someone without a financial background.

✨Emphasise Your Proactivity and Initiative

Employers value candidates who can take responsibility for their work. Share instances where you took the initiative to improve a process or solve a problem independently, showcasing your proactive attitude.

Tax Assistant
hireful
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  • Tax Assistant

    London
    Full-Time
    24000 - 36000 £ / year (est.)

    Application deadline: 2027-04-08

  • H

    hireful

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