At a Glance
- Tasks: Manage personal tax clients and prepare accurate Self-Assessment tax returns.
- Company: Growing accountancy practice in Cheltenham with a supportive team culture.
- Benefits: Competitive salary, flexible hours, hybrid working, and 25 days annual leave.
- Other info: Opportunity for professional development and exam cost support.
- Why this job: Kickstart your tax career in a dynamic environment with real client impact.
- Qualifications: 1-2 years 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
As a Tax Assistant, you will support a portfolio of personal tax clients, including high-net-worth individuals, business owners, sole traders and partnerships.
Key responsibilities will include:
- 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.
- Maintaining accurate records and ensuring deadlines are consistently achieved.
- Using tax software systems such as Digita or similar.
- Supporting the wider team and contributing to the continued success and growth of the practice.
About You
The ideal candidate will have:
- 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. Our client is happy to support professional development and will contribute towards exam costs.
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:
Tax Assistant in Cheltenham employer: RE Recruitment
Join a leading manufacturing and engineering business in Gloucestershire, where your expertise as an Operations Leader will be valued and rewarded. With a strong focus on employee growth, a collaborative work culture, and comprehensive benefits including private healthcare and performance-related bonuses, this company is dedicated to fostering a safe and innovative environment for its team. Embrace the opportunity to drive Lean initiatives and make a meaningful impact in a thriving industry.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Assistant in Cheltenham
✨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 RE Recruitment, 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 Tax Assistant in Cheltenham
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 RE Recruitment'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 RE Recruitment. 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 RE Recruitment!
How to prepare for a job interview at RE Recruitment
✨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 RE Recruitment.
✨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 RE Recruitment. It helps to show our commitment!
