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.