Tax Assistant - Personal Tax in Cheltenham

Tax Assistant - Personal Tax in Cheltenham

Cheltenham Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
RE Group

At a Glance

  • Tasks: Support personal tax clients and prepare accurate Self-Assessment tax returns.
  • Company: Growing accountancy practice in Cheltenham with a supportive culture.
  • Benefits: Competitive salary, flexible hours, hybrid working, and professional development support.
  • Other info: 25 days annual leave, contributory pension scheme, and excellent career growth opportunities.
  • Why this job: Join a dynamic team and develop your career in personal tax.
  • Qualifications: 1-2 years of personal tax experience and good Microsoft Office skills.

The predicted salary is between 30000 - 40000 Β£ per year.

Job Description

Tax Assistant – Cheltenham

Salary: Competitive depending on experience | Full-time or Part-time (30+ hours considered) | Hybrid Working Are you looking to develop your career within tax and join a growing, forward-thinking accountancy practice?Our client is an established firm of accountants, tax specialists and business advisors based in Cheltenham , providing a comprehensive range of services to businesses, business owners and high-net-worth individuals across the UK.

Due to continued growth, they are looking to appoint a Tax Assistant to join their expanding team.

This is an excellent opportunity for an experienced Personal Tax Assistant to work with a varied portfolio of clients in a supportive and professional environment.

The Role As a Tax Assistant, you will support a portfolio of personal tax clients, including high-net-worth individuals, business owners, sole traders and partnerships.

Managing a portfolio of personal tax clients.

Preparing accurate Self-Assessment tax returns in line with HMRC requirements.

Assisting with HMRC enquiries and liaising with clients to resolve tax-related queries.

Building strong client relationships and providing a professional, responsive service.

Using tax software systems such as Digita or similar.

Previous personal tax experience gained within a UK accountancy practice (ideally 1–2 years).

Experience managing or assisting with a portfolio of personal tax clients.

Good Microsoft Office skills.

A-levels or equivalent qualifications are preferred, with good grades in Maths and English GCSE.

Our client is happy to support professional development and will contribute towards exam costs.

Competitive salary based on experience.

Permanent position with full-time or part-time hours available (ideally 30+ hours per week).

Hybrid and flexible working (minimum 3 days office-based in Cheltenham).25 days annual leave plus bank holidays (FTE).

Contributory pension scheme.

Excellent opportunity to develop your tax career within a growing practice.

If you are looking for your next opportunity within personal tax and would like to join a successful and expanding accountancy firm, we would love to hear from you.

Tax Assistant - Personal Tax in Cheltenham employer: RE Group

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RE Group

Contact Details:

RE Group Recruitment Team

We think you need these skills to ace Tax Assistant - Personal Tax in Cheltenham

Personal Tax Experience
Self-Assessment Tax Returns
HMRC Liaison
Client Relationship Management
Tax Software Proficiency (e.g., Digita)
Portfolio Management
Microsoft Office Skills