Overview
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.
Role scope and team fit: you will work with a supportive Tax Manager and wider Private Wealth team, assisting with self-assessment tax returns, client and HMRC liaison, documentation management, and broader administrative support.
Responsibilities
* 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
o 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.
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