At a Glance
- Tasks: Assist in preparing personal tax returns and liaise with clients and HMRC.
- 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 and make a real impact in personal tax services.
- Qualifications: Experience in personal tax and strong communication skills.
- Other info: Enjoy social events, a rooftop garden, and a supportive work environment.
Overview
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.
Responsibilities
- 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
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.
#J-18808-Ljbffr
Part Time Personal Tax Specialist employer: ProTalent Limited
Contact Detail:
ProTalent Limited 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 industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a part-time personal tax role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for interviews by brushing up on common tax-related questions and scenarios. Practice articulating your experience with self-assessment returns and client communication. Confidence is key, so let your passion for personal tax shine through!
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you’ve managed deadlines and handled multiple tasks in previous roles. This will demonstrate your ability to thrive in a busy environment like the one at this modern firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
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 to catch our eye!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you’re excited about this role and how you fit into our vibrant culture. Be genuine and let your personality come through.
Showcase Your Attention to Detail: As a Personal Tax Assistant, attention to detail is key. Use clear formatting in your application and double-check for any typos or errors. We love candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any updates from our team!
How to prepare for a job interview at ProTalent Limited
✨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
Since attention to detail is key for this role, prepare examples that highlight your organisational skills. Think about times when you managed multiple tasks or deadlines effectively, and be ready to share those stories.
✨Client Communication is Key
This firm values a client-focused mindset, so think about how you can demonstrate your communication skills. Prepare to discuss how you've handled client queries in the past and how you ensure clear and effective communication.
✨Embrace the Culture
Familiarise yourself with the firm's vibrant culture. Be prepared to discuss why you want to work in a modern, inclusive environment and how you can contribute to their social atmosphere. Show them you're not just about the numbers!