At a Glance
- Tasks: Support our Tax Team with client enquiries and tax compliance work.
- Company: Join Chattertons, a respected law firm with a rich history.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic team atmosphere with opportunities for community engagement.
- Why this job: Make a real impact in tax advisory while growing your career.
- Qualifications: Degree or experience in accountancy, tax, or law preferred.
The predicted salary is between 47250 - 57750 £ per year.
Tax Assistant - Sleaford, Lincolnshire
We have an exciting opportunity for a Tax Assistant to join our busy Private Client team.
This is a newly created role in our growing Tax Team.
We would expect the successful candidate to either be already specialising in this area or looking to specialise in this area.
We are seeking an individual who ideally holds a degree or professional qualification and/or has relevant professional experience within accountancy, tax or law.
This role will be supporting our Tax Team and will involve handling new client enquiries alongside routine tax work.
The successful candidate will have direct client contact and will assist with, and progressively undertake, a varied caseload of ongoing tax compliance work and one-off advisory projects.
The ideal candidate will be able to work effectively under pressure, manage competing priorities, and meet tight deadlines.
They will be committed to delivering an excellent client experience and maintaining the highest standards of client care.
Our tax department covers the following type of work and the Tax Assistant would be required to assist as needed.
Location
Based at Sleaford but with some travel to other offices
Department
Private Client Team
Hours
9am – 5.15pm Monday to Friday
Salary
Dependent on experience
Key Responsibilities
- Preparing Income Tax and Capital Gains Tax returns for individuals, estates and trusts.
- Preparing 60-day Capital Gains Tax submissions for the sale of residential properties.
- Preparing R185s for estates and trusts.
- Preparing estate and trust accounts.
- Providing clients with tax planning advice in relation to gifting, lifetime planning and Deeds of Variation.
- Providing tax advice to executors and trustees.
- Keeping the department up to date with tax, accounting and legislative developments through updates and internal training.
- Advising in relation to Agricultural Property Relief and Business Property Relief.
- Collaborating with other departments and external advisers on tax-related matters.
- Key Duties
- Providing assistance to the Tax Manager.
- Undertaking file opening and file closure procedures in accordance with the firm's requirements.
- Providing an ongoing service to existing clients.
- Working with partners and other fee earners to develop new business opportunities.
- Helping to develop and enhance both the Private Client and Tax teams, maximising cross-referral opportunities across all offices and areas of the business.
- Producing fee income in line with agreed targets and objectives.
- Keeping informed of developments in law, regulation and best practice relevant to the role.
- Maintaining and enhancing professional tax and accounting knowledge and skills.
- Managing financial control responsibilities, particularly cash flow through the collection of monies on account and billing procedures.
- Raising invoices for work carried out.
- Candidate Profile
Essential Experience
- Experience in Accounts, Tax, Estates or Trust matters
- A genuine interest in Tax and Accountancy work.
- Commercially minded, with an understanding of client and business needs.
- Strong IT skills, including experience of case management systems.
- Up-to-date knowledge of relevant technical, regulatory and legislative developments.
- A clear understanding of Money Laundering Regulations and Solicitors Accounts Rules.
- High level of competency in using Microsoft Office (Word, Power Point, Excel).
Desirable Experience
- Qualifications in ATT and/or CTA.
- STEP Diploma or a willingness to study for this.
- An appropriate tax or accounting qualification.
- A genuine interest in Tax and Accountancy work.
- Commercially minded, with an understanding of client and business needs.
- Strong IT skills, including experience of case management systems.
- Up-to-date knowledge of relevant technical, regulatory and legislative developments.
- A clear understanding of Money Laundering Regulations and Solicitors Accounts Rules.
- Previous experience of SOS Connect.
- Previous experience of IRIS.
Skills, Competencies & Attributes
- Strategic thinker with hands-on delivery capability.
- Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
- Excellent communication skills both written and verbal.
- Strong analytical and data-driven decision-making capability.
- Able to work with diplomacy and assertiveness.
- Discrete with the ability to maintain high levels of confidentiality.
- Flexible and willing/able to travel to all offices
- Proactive and positive attitude.
- Reacts well under pressure and is able to work to deadlines.
- Strong organisational skills
- High level of integrity and empathy.
- Team player.
- Sense of humour.
- Why work at Chattertons
Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands.
As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture.
Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.
Benefits
Some of the great benefits that we offer include
Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination.
The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment.
This is available upon request.
Please refer to our privacy policy for information regarding how your personal data is processed.
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TAX ASSISTANT - SLEAFORD, LINCOLNSHIRE employer: Chattertons Solicitors & Wealth Management
Chattertons Solicitors & Wealth Management is an excellent employer that prioritises flexibility and employee growth, making it an ideal place for a Corporate Solicitor to thrive. With a supportive work culture that encourages proactive business development and client management, employees benefit from a dynamic environment where they can enhance their skills and advance their careers. Located in Lincolnshire, the firm offers a unique opportunity to engage with diverse corporate transactions while enjoying a balanced work-life integration.
Contact Details:
Chattertons Solicitors & Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land TAX ASSISTANT - SLEAFORD, LINCOLNSHIRE
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Chattertons Solicitors & Wealth Management, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace TAX ASSISTANT - SLEAFORD, LINCOLNSHIRE
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Chattertons Solicitors & Wealth Management's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Chattertons Solicitors & Wealth Management. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Chattertons Solicitors & Wealth Management!
How to prepare for a job interview at Chattertons Solicitors & Wealth Management
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Chattertons Solicitors & Wealth Management.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Chattertons Solicitors & Wealth Management. It helps to show our commitment!
