Personal Tax Assistant

Personal Tax Assistant

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Process personal tax returns and assist with tax planning for clients.
  • Company: A large, independent accountancy practice focused on work-life balance.
  • Benefits: Hybrid working, 25 days annual leave, and enhanced maternity/paternity benefits.
  • Why this job: Join a supportive team and gain professional qualifications while making a real impact.
  • Qualifications: Prior personal tax experience in an accountancy practice is essential.
  • Other info: Flexible working hours and tailored training support for your career growth.

The predicted salary is between 36000 - 60000 £ per year.

Overview

A large, independent Accountancy practice is seeking an additional Personal Tax Assistant to join their growing team. This is a fantastic opportunity for an individual with prior personal tax experience seeking to join a firm with flexible working and excellent benefits.

Hybrid working, flexible working, 25 days annual leave and the opportunity to buy/sell additional holiday days are all available. There is also a keen emphasis on work/ life balance and continued professional development.

There would be the opportunity to work towards professional tax qualifications with this role. ATT and CTA, fully funded study support and time off to study.

To be considered for this opportunity you do need to have gained Personal Tax experience gained in an accountancy practice and be well versed in independently processing personal tax returns.

Responsibilities

  • Personal Tax Assistant Duties and Responsibilities; Processing Personal Tax returns using cloud based tax software.
  • Basic tax planning services to individuals and smaller businesses
  • Tax computations.
  • Development of skills in preparation of self assessment income, liaison with clients and HMRC, fee quotation to billing the work, and in due course proactively offering basic tax planning ideas and solutions for private clients.
  • Willingness to assist the Tax department generally, within the individuals expertise, with personal tax returns, particularly leading up to the January 31 deadline.
  • Assistance with ad hoc tax related projects for clients and referrers.
  • Liaising with the Tax Manager and assisting with any tax related projects for clientele.

What is in it for you?

  • Hybrid working and flexible working.
  • 25 days annual leave plus the option to buy/sell additional holidays up to 30 days.
  • Enhanced maternity/ paternity benefits.
  • Salary sacrifice pension scheme.
  • Personalised Training and development.
  • Tailored Professional study support packages.

Working Hours

Monday-Friday 37.5 hours per week

If this role is not quite right for you but know someone who might be suitable, we offer a referral incentive scheme.

Bowen Eldridge Recruitment are acting as an Accountancy Practice Recruitment Agency on behalf of a client to appoint this vacancy.

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Personal Tax Assistant employer: Bowen Eldridge Recruitment

Join a large, independent Accountancy practice that prioritises work-life balance and employee development. With flexible and hybrid working options, 25 days of annual leave, and fully funded professional study support, this firm is dedicated to fostering a supportive and enriching work environment for Personal Tax Assistants. Embrace the opportunity to grow your career while enjoying enhanced benefits in a collaborative team atmosphere.
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Contact Detail:

Bowen Eldridge Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Assistant

✨Tip Number 1

Network like a pro! Reach out to your connections in the accountancy world, especially those who work in personal tax. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your personal tax knowledge. Be ready to discuss your experience with processing tax returns and any cloud-based software you've used. Confidence is key, so practice makes perfect!

✨Tip Number 3

Show your enthusiasm for professional development! Mention your interest in pursuing qualifications like ATT or CTA during interviews. It shows you're committed to growing in the field and adds value to your application.

✨Tip Number 4

Don't forget to apply through our website! We make it easy for you to find roles that fit your skills and aspirations. Plus, it helps us keep track of your application and get you in front of the right people faster.

We think you need these skills to ace Personal Tax Assistant

Personal Tax Experience
Cloud Based Tax Software
Tax Computations
Self Assessment Preparation
Client Liaison
HMRC Communication
Basic Tax Planning
Fee Quotation
Billing Processes
Project Assistance
Attention to Detail
Time Management
Professional Development
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your personal tax experience and any relevant skills. We want to see how your background fits with the role, so don’t be shy about showcasing your achievements in processing personal tax returns!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our team and how your experience aligns with the responsibilities listed in the job description. Keep it friendly and professional!

Showcase Your Soft Skills: While technical skills are important, we also value communication and teamwork. Mention any experiences where you’ve successfully liaised with clients or worked collaboratively on projects. It’s all about balance!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates. Plus, it shows you’re keen to join us!

How to prepare for a job interview at Bowen Eldridge Recruitment

✨Know Your Tax Stuff

Make sure you brush up on your personal tax knowledge before the interview. Familiarise yourself with common tax returns, basic tax planning, and any recent changes in tax legislation. This will show that you're not just a candidate with experience, but someone who's genuinely interested in the field.

✨Showcase Your Software Skills

Since the role involves using cloud-based tax software, be prepared to discuss your experience with such tools. If you've used specific software in the past, mention it! If not, do a bit of research on popular options and be ready to talk about how you'd adapt to new systems.

✨Prepare for Client Scenarios

Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle basic tax planning or liaise with clients and HMRC. This will demonstrate your problem-solving skills and your ability to communicate effectively with clients.

✨Ask About Development Opportunities

Since the firm offers professional study support, come prepared with questions about their training and development programmes. This shows that you're serious about advancing your career and are eager to take advantage of the opportunities they provide.

Personal Tax Assistant
Bowen Eldridge Recruitment
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