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Personal Tax Assistant - Top 30 Firm

Taylor Hawkes Ltd
Closing date
24 Jun 2022

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Contract Type
Full Time
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Taylor Hawkes are currently recruiting for a Personal Tax Assistant, the ideal candidate will be studying towards there ATT with a couple of years of relevant tax experience. This is a fantastic opportunity to join a top 30 firm offering a multi discipline role.

The Role:

• Working as a Tax Assistant, the role will include assisting mostly with tax compliance services with some advisory work, for a varied portfolio of personal and trust clients, reporting to a Tax Manager.

The role will encompass the following:

• Preparing annual Self-Assessment tax returns, calculating tax liabilities, and advising clients on timely payment of their tax liabilities and submitting some tax returns to HMRC.

• Drafting correspondence with clients and other parties (e.g. bankers / investment managers / trustees) to collate tax return information and following up as required.

• Corresponding with HMRC over the telephone and in writing in relation to enquiries, coding notices and other matters.

• Ensuring that all client files (electronic) are kept up to date with relevant documentation in the appropriate sections.

• Preparing engagement letters, professional clearance letters, and assisting with new client acceptance / KYC checks.

• Assisting with billing and monitoring debtors.

• Adhering to budgets and deadlines and bringing matters to the attention of the Manager.

• Assisting with ad hoc advisory matters including technical research, as requested by the Tax Manager.

Candidate requirements:

• At least 1-2 years of relevant personal tax experience.

• Familiarity with residence and domicile issues is highly desirable.

• ATT(In study), desirable

• Able to prioritise workload and operate to deadlines.

• Well organised and client focused.

• Excellent working knowledge of MS Excel and Word.

• Experience of using CCH or other similar tax software.
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