At a Glance
- Tasks: Prepare tax returns and support clients in a dynamic, collaborative environment.
- Company: Join a supportive firm with a diverse client base of high-profile individuals.
- Benefits: Competitive salary, full study support, hybrid working, and monthly socials.
- Other info: Enjoy a sociable culture with strong career progression opportunities.
- Why this job: Gain exposure to exciting clients and develop your skills in a family-feel team.
- Qualifications: Experience in UK private client tax or studying towards ATT is preferred.
The predicted salary is between 30000 - 35000 £ per year.
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‑Big4)
- 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
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.
Contact
Kate Green
kate.green@pro-finance.co.uk
07580 216 907
Commitment to Equality
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 employer: PRO-TAX RECRUITMENT LIMITED
This firm stands out as an exceptional employer, offering a supportive and sociable work culture that prioritises employee development and progression. With a focus on a diverse client base, including high-profile individuals from sports and entertainment, employees benefit from comprehensive study support for professional qualifications and a genuine commitment to fostering a family-like environment where team members are valued and encouraged to grow.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work with high-net-worth clients. Attend events or webinars related to private client tax – you never know who you might meet!
✨Tip Number 2
Prepare for your interviews by brushing up on your technical knowledge. Since this role involves working with diverse clients, be ready to discuss how you’d handle different tax situations. Show them you’re keen to learn and grow!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After your interviews, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll be one step closer to joining a supportive team that values your growth.
We think you need these skills to ace Private Client Tax Assistant
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 experience in UK private client tax and your interest in studying for the ATT qualification.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this role and how you can contribute to our team. Mention specific aspects of our culture and training support that resonate with you.
Showcase Your Attention to Detail:In your application, demonstrate your attention to detail by ensuring there are no typos or errors. This is crucial in tax work, so we want to see that you take pride in your written communication.
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-TAX RECRUITMENT LIMITED
✨Know Your Clients
Familiarise yourself with the types of clients you'll be working with, like professional athletes and high-net-worth individuals. Understanding their unique needs will help you demonstrate your client service mindset during the interview.
✨Brush Up on Tax Knowledge
Since this role involves preparing UK self-assessment tax returns, make sure you're up to speed on relevant tax laws and regulations. Review basic tax calculations and HMRC processes to show your technical knowledge and readiness to learn.
✨Show Your Collaborative Spirit
This team values collaboration, so be prepared to discuss how you've worked effectively in a team before. Share examples of how you've contributed to group success and how you can bring that same energy to their close-knit environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's training culture and progression opportunities. This shows your genuine interest in developing your career and aligns with their supportive environment where they value personal growth.
