Part-Time Personal Tax Assistant
Modern & Forward-Thinking Professional Services Firm
Part time role – either 5 shorter days or 3 full days designed to suit the individual.
Are you a detail-driven Personal Tax Assistant looking to join a truly modern firm that balances professional excellence with a vibrant and social culture? This could be the perfect role for you.
We’re working with a highly reputable, forward-thinking firm known for its dynamic, inclusive environment and top-tier client service. They're now looking for a Part-Time Personal Tax Assistant to support their thriving Private Wealth team.
The Role
As a Personal Tax Assistant, you'll play a vital part in ensuring the smooth delivery of personal tax services. You'll work closely with a supportive Tax Manager and wider Private Wealth team, helping prepare self-assessment tax returns, liaise with clients and HMRC, manage documentation, and provide broader administrative support.
Key responsibilities include:
Assisting with the preparation and submission of Self-Assessment and Capital Gains Tax Returns
Communicating with clients and HMRC regarding tax queries
Preparing SA1s, 64-8s, R185s and other standard tax forms
Supporting with invoices, payment on account letters, and maintaining spreadsheets
Handling incoming post, emails, and client calls in the team’s absence
Assisting with client meeting preparation and wider administrative duties
What You’ll Bring
Previous experience in a personal tax role within an accountancy or legal firm
Great attention to detail and strong organisational skills
A client-focused mindset with excellent communication skills
Ability to work independently and manage deadlines
Familiarity with CCH Personal Tax software (advantageous but not essential)
Benefits & Perks
This firm genuinely goes the extra mile to support its people. You'll enjoy:
ATT or equivalent study support package
Pension – 6% employer contribution, 3% minimum employee contribution
Private Healthcare – Vitality Health cover for employees
Life Assurance – 4x your basic salary
Group Income Protection
Generous Holiday Package – 5 working weeks + bank holidays
Plus: buy/sell one extra week, a day off for your birthday (if it falls on a working day), and a charity day each year
Flexible Working & Part-Time Options
Summer Ball, Christmas Lunches & Regular Socials
In-house Private Dining Events
Fun extras like Easter treats and a rooftop garden space
Employee Assistance Programme – 24/7 counselling and wellbeing support
The Culture
This is a firm where professionalism meets personality. They embrace innovation, care deeply about their people, and offer a culture where ideas are valued and individuality is celebrated. Whether it's a rooftop coffee break, themed socials, or a quiet chat in a modern breakout space — this is a place where you'll genuinely enjoy coming to work.
Ready to join a firm that values your skills and your wellbeing?
Apply now for a confidential chat and take the next step in your tax career — on your terms