Overview
If you enjoy the personal tax side of practice but want an environment that actually works for you, this Personal Tax Assistant role offers something different. You’ll step into a well-run, supportive team where workloads are controlled, clients are educated, and January doesn’t mean burnout.
What’s in it for you
* Flexible working hours across a 37.5 hour week with core hours only between 10am and 4pm
* Hybrid working available after initial onboarding period
* Supportive, experienced team with guidance when you need it
* 31 days holiday including Christmas closure, with option to buy/sell days
* Stable, long-standing firm with strong local reputation
* On-site parking and easy public transport access outside the city centre
Your responsibilities as Personal Tax Assistant
* Manage a portfolio of sole traders, partnerships and directors
* Collate client information and ensure accurate personal tax return processing
* Submit returns to HMRC in a timely and compliant manner
* Maintain and build strong client relationships to improve processes
* Support ongoing improvements to ensure smooth peak-period delivery
* Work collaboratively with senior tax colleagues on complex queries
What we’re looking for in a Personal Tax Assistant
* Previous experience handling personal tax returns within practice
* Familiarity with managing your own client portfolio
* AAT qualified and/or studying towards ATT (or equivalent)
* Experience using tax software such as CCH or Iris (preferred, not essential)
* Strong understanding of HMRC processes and compliance requirements
Working hours
37.5 hours per week with flexible start and finish times (core hours 10:00–16:00)
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