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: Friendly environment with excellent career growth opportunities.
- Why this job: Join a dynamic team and kickstart your career in personal tax.
- Qualifications: 1-2 years of personal tax experience and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
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
- Support a portfolio of personal tax clients, including high-net-worth individuals, business owners, sole traders and partnerships.
- Manage a portfolio of personal tax clients.
- Prepare accurate Self-Assessment tax returns in line with HMRC requirements.
- Assist with HMRC enquiries and liaise with clients to resolve tax-related queries.
- Build strong client relationships and provide a professional, responsive service.
- Maintain accurate records and ensure deadlines are consistently achieved.
- Use tax software systems such as Digita or similar.
- Support the wider team and contribute to the continued success and growth of the practice.
About You
- 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.
- A good understanding of Self-Assessment and HMRC compliance.
- Excellent written and verbal communication skills.
- Strong attention to detail with a methodical and organised approach.
- The ability to manage your own workload and work effectively to deadlines.
- Confidence dealing directly with clients and providing excellent customer service.
- Good Microsoft Office skills.
- A-levels or equivalent qualifications are preferred, with good grades in Maths and English GCSE.
- Studying towards ATT would be advantageous but is not essential.
What's on Offer?
- 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.
- Friendly, supportive and collaborative team environment.
- 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. Please send your CV in confidence to Jill at: TPBN1_UKTJ
Tax Assistant employer: RE Group
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