Your newpanyAn established and forward‑thinking accountancy practice is seeking a Private Client Tax Assistant to join its growing team. This is an ideal opportunity for someone who wants hands‑on experience, strong professional development, and exposure to a wide variety of client work normally associated with larger firms.
Your new roleYou will support the Senior Tax Adviser within the Private Client Group, assisting with a broad range of personal tax work, including:
1. Tax return preparation and review of client information
2. P11D preparation and submission
3. Managing coding notices and client correspondence
4. Ensuring statutory deadlines are met
5. Maintaining accurate client records and database updates
6. Supporting ad‑hoc advisory work under supervision
7. Building strong client relationships through clearmunication and timely responses
What You’ll Be Doing Day‑to‑Day
8. Preparing and submitting personal tax returns and P11Ds
9. Monitoring workloads, budgets and deadlines
10. Maintaining client files and internal systems
11. Helping clients provide information promptly
12. Identifying additional work requirements and escalating appropriately
13. Contributing to the wider development of the firm
What you'll need to succeed
14. Strong academic background (A‑levels or degree) or relevant tax experience (2+ seasons)
15. Excellent written and verbalmunication skills
16. Confident use of Microsoft Office
17. Experience with TaxFiler/Iris Elements (advantageous but not essential)
18. High attention to detail, strong problem‑solving skills and a methodical approach
19. Ability to manage multiple tasks and adapt to changing priorities
What you'll get in returnYou’ll gain exposure to a wide variety of clients and assignments, enjoy genuine career progression, and work in a supportive environment that blends the professionalism of a larger firm with the personal touch of a local practice.