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- Tasks: Assist in preparing personal tax returns and support the Private Wealth team.
- Company: Modern professional services firm with a vibrant and inclusive culture.
- Benefits: Flexible hours, generous holiday, private healthcare, and study support.
- Why this job: Join a dynamic team where your skills and individuality are celebrated.
- Qualifications: Experience in personal tax and strong communication skills.
- Other info: Enjoy social events, a rooftop garden, and 24/7 wellbeing support.
Job Description
Part-Time Personal Tax Assistant
Modern & Forward-Thinking Professional Services Firm
Part time role – either 5 shorter days or 3 full days designed to suit the individual.
Are you a detail-driven Personal Tax Assistant looking to join a truly modern firm that balances professional excellence with a vibrant and social culture? This could be the perfect role for you.
We’re working with a highly reputable, forward-thinking firm known for its dynamic, inclusive environment and top-tier client service. They're now looking for a Part-Time Personal Tax Assistant to support their thriving Private Wealth team.
The Role
As a Personal Tax Assistant, you'll play a vital part in ensuring the smooth delivery of personal tax services. You'll work closely with a supportive Tax Manager and wider Private Wealth team, helping prepare self-assessment tax returns, liaise with clients and HMRC, manage documentation, and provide broader administrative support.
Key responsibilities include:
- Assisting with the preparation and submission of Self-Assessment and Capital Gains Tax Returns
- Communicating with clients and HMRC regarding tax queries
- Preparing SA1s, 64-8s, R185s and other standard tax forms
- Supporting with invoices, payment on account letters, and maintaining spreadsheets
- Handling incoming post, emails, and client calls in the team’s absence
- Assisting with client meeting preparation and wider administrative duties
What You’ll Bring
- Previous experience in a personal tax role within an accountancy or legal firm
- Great attention to detail and strong organisational skills
- A client-focused mindset with excellent communication skills
- Ability to work independently and manage deadlines
- Familiarity with CCH Personal Tax software (advantageous but not essential)
Benefits & Perks
This firm genuinely goes the extra mile to support its people. You'll enjoy:
- ATT or equivalent study support package
- Pension – 6% employer contribution, 3% minimum employee contribution
- Private Healthcare – Vitality Health cover for employees
- Life Assurance – 4x your basic salary
- Group Income Protection
- Generous Holiday Package – 5 working weeks + bank holidays
- Plus: buy/sell one extra week, a day off for your birthday (if it falls on a working day), and a charity day each year
- Flexible Working & Part-Time Options
- Summer Ball, Christmas Lunches & Regular Socials
- In-house Private Dining Events
- Fun extras like Easter treats and a rooftop garden space
- Employee Assistance Programme – 24/7 counselling and wellbeing support
The Culture
This is a firm where professionalism meets personality. They embrace innovation, care deeply about their people, and offer a culture where ideas are valued and individuality is celebrated. Whether it's a rooftop coffee break, themed socials, or a quiet chat in a modern breakout space — this is a place where you'll genuinely enjoy coming to work.
Ready to join a firm that values your skills and your wellbeing?Apply now for a confidential chat and take the next step in your tax career — on your terms.
Part Time Personal Tax Specialist employer: Pro Talent
Contact Detail:
Pro Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Personal Tax Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm’s culture and values. Since this role is all about balancing professionalism with a vibrant atmosphere, be ready to discuss how you fit into that mix!
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've managed complex tax situations or client communications effectively. This will highlight your skills and make you stand out.
✨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 serious about joining a modern and forward-thinking firm like this one.
We think you need these skills to ace Part Time Personal Tax Specialist
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 roles and any relevant software knowledge, like CCH Personal Tax, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your attention to detail and client-focused mindset. Share why you’re excited about joining a modern firm like ours and how you can contribute to our vibrant culture.
Showcase Your Communication Skills: Since you'll be liaising with clients and HMRC, it's crucial to demonstrate your excellent communication skills. Whether it’s in your CV or cover letter, make sure to include examples of how you've effectively communicated in past roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Pro Talent
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax, especially self-assessment and capital gains tax. Be ready to discuss your previous experience in detail, as this will show your expertise and confidence in the field.
✨Show Off Your Organisational Skills
Prepare examples that highlight your attention to detail and organisational abilities. Think about times when you managed deadlines or handled multiple tasks effectively, as these are crucial for the role.
✨Client Communication is Key
Since you'll be liaising with clients and HMRC, practice articulating how you would handle common tax queries. Demonstrating strong communication skills will set you apart and show that you're client-focused.
✨Embrace the Firm's Culture
Familiarise yourself with the firm's vibrant culture and values. Be prepared to discuss how you can contribute to their inclusive environment and bring your personality to the team, as they value individuality.
