Private Client Tax Assistant

Private Client Tax Assistant

• Job Type: Full-time, Hybrid
• Location: Hertfordshire
• Salary: £30,000 - £38,000

We are seeking a Private Client Tax Assistant to join a well-established Accountancy Practice based in Hertfordshire. This role involves assisting with routine personal tax compliance and ad hoc advisory work, supporting senior colleagues with their client portfolios.

Day-to-day of the role:

• Preparation and filing of tax returns.
• Handling a range of capital gains tax issues.
• Liaising with clients, banks, and other third parties.
• Addressing HMRC queries and attending client meetings.
• Gathering data and preparing internal management statistics.
• Assisting with proposals, proposing fees, raising client bills, and regularly reviewing Work in Progress (WIP).
• Undertaking research on behalf of Managers/Partners.

Required Skills & Qualifications:

• ATT qualification is desired but not essential.
• Previous tax experience is essential.
• Understanding and application of basic tax practice, risk management, and quality control protocols.
• Competence in the use of tax software applications.
• Ability to prepare basic tax computations/returns and written work on tax topics relevant to client assignments.
• Awareness of the relationship between chargeable hours recorded, fees, and the ability to analyse WIP on an ongoing basis.

Benefits:

• Competitive salary and benefits package.
• Hybrid working model, allowing flexibility between office and remote work.
• Opportunities for professional development and progression within the team.
• Supportive team environment with a focus on personal and professional growth.

To apply for the Private Client Tax Assistant position, please submit your CV