At a Glance
- Tasks: Prepare and submit self-assessment tax returns for individuals and small businesses.
- Company: Friendly accountancy practice in Stourbridge with a supportive environment.
- Benefits: Opportunity to develop your career in tax with a varied client base.
- Other info: Great opportunity for career growth in a dynamic and supportive setting.
- Why this job: Join a team passionate about tax and make a real difference for clients.
- Qualifications: Experience in personal tax preferred, but not essential; enthusiasm is key!
The predicted salary is between 25000 - 35000 £ per year.
We are looking to recruit a Tax Assistant / Personal Tax Advisor to join a friendly accountancy practice based in Stourbridge. This role will focus primarily on completing self-assessment tax returns for individuals and small clients, with a strong emphasis on personal tax compliance work. Previous accountancy practice experience is not essential.
You will be working with a varied client base including individuals with self-employment income below the VAT threshold, private income such as pensions and savings, and directors of limited companies who are already supported by the practice. This is a great opportunity for someone who is enthusiastic about tax and looking to develop their career within a supportive practice environment.
Key Responsibilities- Preparation and submission of self-assessment tax returns
- Supporting a portfolio of individual clients and small businesses
- Handling personal tax cases including pensions, savings, and director-related income
- Liaising with clients to gather information and resolve queries
- Ensuring compliance with HMRC deadlines and requirements
- Working closely with the wider accounts team to support client needs
- Previous experience in personal tax or accountancy practice preferred
- Experience with IRIS Personal Tax software is ideal, but not essential
- ATT qualified or part-qualified would be an advantage
Tax Assistant employer: Trinity Professional
Join our welcoming accountancy practice in Stourbridge, where we prioritise employee growth and development in a supportive environment. We offer a collaborative work culture that encourages learning and provides opportunities to engage with a diverse client base, ensuring that your career in tax is both meaningful and rewarding. With a focus on personal tax compliance, you'll gain valuable experience while enjoying the benefits of a friendly team atmosphere.
