Private Client Tax Assistant

Location: Hertfordshire

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