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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.
- Other info: Location: London; full-time permanent role with annual salary reviews.
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 while 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 the 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 show your proactive approach to learning, which is highly valued in our team.
✨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 gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle specific scenarios related to tax returns and client interactions. Demonstrating your problem-solving skills and attention to detail can set you apart from other candidates.
✨Tip Number 4
Showcase your teamwork and communication skills during the interview process. Be ready to discuss examples of how you've effectively collaborated with others, as these qualities are essential for supporting our Tax Advisers and clients.
We think you need these skills to ace Tax Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Tax Assistant role. Emphasise your attention to detail, numeric skills, and any previous experience in tax or financial services.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with theirs, particularly around client focus and building relationships. Provide examples of how you've demonstrated these values in past roles.
Highlight Relevant Skills: In your application, specifically mention your proficiency in Microsoft Office, especially Excel, as well as your organisational and time management skills. These are crucial for the role and should be clearly stated.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Attention to detail is key in this role, and your application should reflect that quality.
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 problem or analyse a scenario, so brush up on relevant tax concepts and be ready to think critically.
✨Prepare for Client Interactions
Since the role involves liaising with clients and attending meetings, practice how you would communicate effectively with clients. Think of ways to build rapport and handle sensitive information professionally.
✨Emphasise Your Proactivity
The company values self-motivation and initiative. Share instances where you took charge of a project or task without being prompted, showcasing your ability to work independently and manage your time effectively.
