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- 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, 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 essential.
- Other info: Located in London, this full-time role offers a dynamic work environment with evolving responsibilities.
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 - Your experience should include the following:
- 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: Financial Lifestyle Management Ltd
Contact Detail:
Financial Lifestyle Management Ltd 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 during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the tax and finance sectors. Attend relevant workshops or webinars, and connect with Tax Advisers on platforms like LinkedIn to gain insights and potentially get referrals.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle specific scenarios related to tax returns and client interactions. This will help you articulate your problem-solving skills effectively.
✨Tip Number 4
Showcase your attention to detail by preparing a mock tax return or summarising a case study. Presenting this during your interview can set you apart and highlight your proactive approach.
We think you need these skills to ace Tax Assistant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Tax Assistant. Familiarise yourself with tasks such as preparing tax returns, liaising with HM Revenue and Customs, and assisting with administrative duties.
Tailor Your CV: Highlight relevant experience in your CV, especially any roles related to personal tax or financial services. Emphasise skills like attention to detail, time management, and teamwork, which are crucial for this position.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills and experiences align with the job requirements, particularly your ability to work under pressure and handle sensitive information.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented clearly. A polished application reflects your attention to detail.
How to prepare for a job interview at Financial Lifestyle Management Ltd
✨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 strong numeric and analytical skills during the interview. You might be asked to solve a simple problem or analyse data, so brush up on relevant concepts and be ready to think on your feet.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client calls and meetings, practice how you would handle various client scenarios. Show that you can communicate effectively and maintain professionalism, even under pressure.
✨Express Your Willingness to Learn
This position offers opportunities for professional development. Make sure to convey your eagerness to learn and grow within the company, especially regarding tax qualifications and responsibilities.
