Personal Tax Assistant

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–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)

If you’re a Personal Tax Assistant looking for a role where flexibility, support and realistic workloads are genuinely delivered, apply now to be considered.

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