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 family-feel culture with strong career progression opportunities.
- Why this job: Gain exposure to exciting clients and develop your skills in a friendly team.
- Qualifications: Experience in UK personal tax and a desire to learn and grow.
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
Join a dynamic and supportive team in London as a Private Client Tax Assistant, where you'll work with an exciting client base of professional sportspeople and high-net-worth individuals. Enjoy a strong training culture with full study support for your ATT qualification, alongside a sociable work environment that values collaboration and personal growth. With a focus on employee development and a genuine family feel, this firm stands out as an excellent employer committed to your success.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as PRO-TAX RECRUITMENT LIMITED, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch PRO-TAX RECRUITMENT LIMITED's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at PRO-TAX RECRUITMENT LIMITED. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at PRO-TAX RECRUITMENT LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for PRO-TAX RECRUITMENT LIMITED.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within PRO-TAX RECRUITMENT LIMITED. It helps to show our commitment!
