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