Personal Tax Assistant / Semi Senior
Personal Tax Assistant / Semi Senior

Personal Tax Assistant / Semi Senior

Fareham Full-Time 31000 £ / year No home office possible
C

At a Glance

  • Tasks: Prepare self-assessment tax returns and assist with personal tax advisory work.
  • Company: Friendly, two-partner accountancy firm in Fareham with a supportive team.
  • Benefits: Full training, study support, and exposure to advisory work.
  • Why this job: Kickstart your tax career in a close-knit environment with excellent growth opportunities.
  • Qualifications: Experience in personal tax compliance or relevant qualifications preferred.
  • Other info: Join a proactive team and build strong client relationships.

A friendly, two-partner firm of accountants based in Fareham is seeking a motivated Personal Tax Assistant / Semi Senior to join its small and supportive team of six.

Before applying for this role, please read the following information about this opportunity found below.

This role is focused on personal tax compliance, with the opportunity to get involved in some advisory work as your experience grows. With excellent support, training, and study packages provided if required, this is a great opportunity for someone who wants to develop their tax career in a close-knit practice environment.

What will the Personal Tax role involve?

Preparing self-assessment tax returns for a varied portfolio of clients
Assisting with ad hoc personal tax advisory work (depending on experience)
Managing client queries in a timely and professional manner
Supporting managers and partners with tax compliance reviews
Building strong client relationships through excellent service
Developing knowledge of wider tax issues with full training and support
Suitable Candidate for the Personal Tax vacancy:

Previous experience in personal tax compliance within an accountancy practice desirable
ATT / CTA studier, AAT qualified, or qualified by experience – study support available
Strong numerical and organisational skills
Keen to learn and develop in both compliance and advisory tax work
Excellent communication skills and client service focus
A proactive, enthusiastic team player who enjoys working in a small team environment
Additional benefits and information:

Full training and study support provided (ATT / CTA or other qualifications)
Opportunity to gain exposure to advisory work alongside compliance
Supportive, friendly team environment in a small practice
CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn’t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. xiskglj CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received

Personal Tax Assistant / Semi Senior employer: CMA Recruitment Group

Join a friendly, two-partner firm of accountants in Fareham, where you will be part of a small, supportive team dedicated to your professional growth. With excellent training and study support available, this role offers a unique opportunity to develop your personal tax career while enjoying a collaborative work culture that values strong client relationships and teamwork.
C

Contact Detail:

CMA Recruitment Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Assistant / Semi Senior

✨Tip Number 1

Network like a pro! Reach out to your connections in the accounting world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a foot in the door.

✨Tip Number 2

Prepare for the interview by brushing up on personal tax compliance topics. We recommend having a few examples ready that showcase your skills and how you’ve tackled challenges in previous roles.

✨Tip Number 3

Show your enthusiasm! When you get the chance to speak with the team, let them know why you’re excited about the role and how you see yourself growing within their supportive environment.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.

We think you need these skills to ace Personal Tax Assistant / Semi Senior

Personal Tax Compliance
Self-Assessment Tax Returns
Advisory Work
Client Relationship Management
Numerical Skills
Organisational Skills
Communication Skills
Client Service Focus
Teamwork
Proactivity
Attention to Detail
Tax Knowledge Development
AAT Qualification
ATT / CTA Studier

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous personal tax compliance experience and any relevant qualifications like ATT or AAT. We want to see how you fit into our friendly team!

Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the firm. Mention why you’re keen to develop your tax career with us and how you can contribute to our supportive environment.

Show Off Your Communication Skills: Since this role involves managing client queries, make sure to demonstrate your excellent communication skills in your application. Whether it's through your CV or cover letter, let us know how you build strong client relationships.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. We can’t wait to hear from you!

How to prepare for a job interview at CMA Recruitment Group

✨Know Your Tax Basics

Brush up on your personal tax knowledge before the interview. Understand key concepts like self-assessment tax returns and compliance issues. This will show your enthusiasm for the role and help you answer technical questions confidently.

✨Showcase Your Communication Skills

Since this role involves managing client queries, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past. This will demonstrate your client service focus.

✨Demonstrate Your Team Spirit

As a Personal Tax Assistant in a small team, being a team player is crucial. Think of instances where you've collaborated successfully with others. Highlighting your ability to work well in a close-knit environment will resonate with the interviewers.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to personal tax compliance and advisory work. This shows your genuine interest in the role and helps you gauge if the firm aligns with your career goals.

Personal Tax Assistant / Semi Senior
CMA Recruitment Group
Location: Fareham

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>