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 monthly socials.
- Other info: Enjoy a family-feel culture with strong retention and clear progression paths.
- Why this job: Work with exciting clients like athletes and entertainers while developing your career.
- Qualifications: Experience in UK private client tax and a keen interest in studying ATT.
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, 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
- Genuinely supportive environment
- Sociable culture: Monthly socials, payday lunches, birthday celebrations
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: £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
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)
- 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. 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.
Private Client Tax Assistant employer: Pro-Tax
Join a highly supportive and people-centric firm in London, where exceptional staff retention and a strong training culture create an environment for meaningful career development. With a standout client base including professional sportspeople and high-net-worth individuals, you'll enjoy a sociable workplace that values collaboration and personal growth, offering full study support and opportunities to carve out your own technical niche.
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 current employees at the firm through LinkedIn or professional groups. A friendly chat can give us insights into the company culture and might even lead to a referral.
✨Tip Number 2
Prepare for those interviews! Research common questions for tax roles and practice your answers. We want to show off our knowledge of private client tax and demonstrate how we fit into their supportive environment.
✨Tip Number 3
Show enthusiasm for learning! Since they offer full study support, let’s express our eagerness to grow and develop in the private client space. Mention any relevant courses or interests during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re serious about joining this fantastic team and contributing to their sociable culture.
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 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 private client tax and how you see yourself fitting into our supportive, sociable culture.
Showcase Your Learning Mindset:Since we value continuous development, mention any relevant studies or training you're pursuing, like ATT. Let us know how eager you are to learn and grow within our team.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it gets the attention it deserves!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Basics
Brush up on your knowledge of UK private client tax, especially self-assessment returns. Familiarise yourself with common tax terms and processes, as this will help you answer technical questions confidently during the interview.
✨Show Your Client Service Mindset
Prepare examples that demonstrate your strong client service skills. Think about times when you've gone above and beyond for a client or resolved a tricky situation. This role is all about building relationships, so showcasing your interpersonal skills is key.
✨Emphasise Your Willingness to Learn
Since the firm offers full study support for ATT, express your eagerness to learn and develop in the private client environment. Share any relevant experiences where you've taken the initiative to further your knowledge or skills.
✨Be Ready for Cultural Fit Questions
The firm values a supportive and sociable culture, so be prepared to discuss how you work in teams and contribute to a positive work environment. Think of examples that highlight your collaborative spirit and how you can fit into their close-knit team.
