At a Glance
- Tasks: Prepare tax returns and support clients in a dynamic, collaborative environment.
- Company: Join a supportive, people-centric private client tax practice in London.
- Benefits: Competitive salary, full study support, hybrid working, and a sociable culture.
- Other info: Enjoy monthly socials and a family-feel environment with strong career progression.
- Why this job: Work with exciting clients like sports stars and entertainers while developing your skills.
- Qualifications: Experience in UK personal tax preferred; keen to learn and grow.
The predicted salary is between 30000 - 35000 £ per year.
I'm partnering with a well-established multi-national private client tax practice to recruit a Private Client Tax Assistant / Semi-Senior for their London office. This is a genuine opportunity to join a highly supportive, people-centric firm with exceptional staff retention and a reputation for long-term career development.
Why This Role Stands Out
- Standout client base: Professional sportspeople (golfers, tennis players, cyclists), actors, entertainers, and high-net-worth individuals
- Variety and exposure: No pigeon-holing - encouraged to build broader experience and carve out your own technical niche
- Strong training culture: Full ATT study support via Tolley's, monthly line-manager catch-ups, and progression based on readiness (not rigid timelines)
- Genuinely supportive environment: "The nicest practice I've ever worked for" - feedback from 20-year team member (ex-Big 4)
- Sociable culture: Monthly socials, payday lunches, Friday takeaways, birthday celebrations, January tax-season party
The Role
You'll join a close-knit 7-person London Private Client team working across UK private clients, sports & entertainment, and some dual UK/US tax exposure.
Responsibilities:
- Prepare UK self-assessment tax returns for diverse client portfolio
- Support with HMRC correspondence, client queries, and client coordination
- Attend client meetings and complete meeting notes
- Prepare basic tax calculations and estimates
- Maintain online HMRC accounts and prepare forms for submission
- Draft client emails and request further information for returns
- Attend HMRC webinars and training to build technical knowledge
- Work collaboratively with Assistant Managers, Managers, and Senior Managers
Client Base Includes:
- Professional golfers, tennis players, and cyclists
- Actors and entertainers
- High-net-worth individuals
- Some dual UK/US tax clients (training provided)
What You'll Need
- Previous experience in UK private client / personal tax (practice background preferred)
- Studying towards or interested in studying ATT (full support provided) or qualified
- Keen to learn, progress, and develop in a specialist private client environment
- Comfortable working collaboratively in a sociable, professional team
- Strong client service mindset and attention to detail
What's On Offer
- Salary & Benefits: £30,000 - £35,000 depending on experience
- Full ATT study support via Tolley's (course fees, revision courses, study leave for each exam)
- Working Pattern: Hybrid (typically 3 days in the office)
- Predominantly office-based for development and collaboration
- One core day per week where the full team is present for client meetings
- Software: CCH
- Culture & Development: Monthly line-manager catch-ups with clear goals aligned to next-level job specs, annual reviews, progression based on readiness, not rigid timelines, deep technical support and collaborative knowledge-sharing, genuinely family-feel environment with strong retention
Interview Process
- Stage 1: Virtual interview (relaxed, conversational - CV walkthrough, reasons for leaving, career motivations, cultural fit)
- Stage 2: In-person interview at London office (more technical discussion)
Why Join Now
This firm offers something rare: genuine variety, interesting clients, and a workplace where people stay long-term because they're valued, supported, and developed. Unlike larger practices, you won't be pigeon-holed - you'll be actively encouraged to build broader experience and progress at your own pace. If you want exposure to exciting clients, structured development, full study support, and a team that genuinely invests in its people, this could be perfect.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Assistant in London employer: Pro-Finance
Join a highly supportive and people-centric multi-national private client tax practice in London, where exceptional staff retention and long-term career development are at the forefront of our culture. With a strong emphasis on training, including full ATT study support and a collaborative environment, you'll have the opportunity to work with a diverse and exciting client base while enjoying a sociable atmosphere filled with monthly events and celebrations. This is a place where your growth is nurtured, and your contributions are genuinely valued.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax Assistant role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm’s culture and values, especially since they pride themselves on being supportive and sociable. Think of examples from your past experiences that showcase your client service mindset and attention to detail.
✨Tip Number 3
Practice makes perfect! Consider doing mock interviews with friends or mentors to get comfortable discussing your experience in UK private client tax. This will help you articulate your skills and show how you fit into their close-knit team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining a firm that values long-term career development and a supportive environment.
We think you need these skills to ace Private Client Tax Assistant in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Assistant role. Highlight any relevant tax experience and your enthusiasm for working with high-net-worth clients.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this opportunity. Share your passion for tax and how you see yourself fitting into our supportive, sociable culture.
Showcase Your Attention to Detail:In your application, demonstrate your attention to detail. This could be through examples of past work or projects where accuracy was key, especially in tax-related tasks.
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!
How to prepare for a job interview at Pro-Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of UK private client tax. Familiarise yourself with the basics of self-assessment tax returns and any recent changes in tax legislation that might affect high-net-worth individuals. This will show your potential employer that you're serious about the role and ready to hit the ground running.
✨Show Your Enthusiasm for Learning
Since this role offers full ATT study support, express your eagerness to learn and develop your skills. Talk about your interest in studying for the ATT qualification and how you plan to utilise the training opportunities provided. This will demonstrate your commitment to personal and professional growth.
✨Be Ready for a Conversational Interview
The first stage of the interview process is relaxed and conversational, so be prepared to discuss your CV and career motivations openly. Think about why you want to work in this specific firm and how their supportive culture aligns with your values. Authenticity goes a long way!
✨Prepare Questions About the Team Culture
Since the firm prides itself on a sociable and supportive environment, come prepared with questions about team dynamics and social activities. This shows that you value collaboration and are keen to fit into their close-knit team. Plus, it gives you insight into whether this is the right workplace for you.
