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Contract

Personal Tax Assistant

Birmingham
money-bag 30000.00-30000.00 Annual
3103413449
Posted 1 week ago

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 youFlexible working hours across a 37.5-hour week with core hours only between 10am-4pmHybrid working available after initial onboarding periodSupportive, experienced team with guidance when you need it31 days holiday including Christmas closure, with option to buy/sell daysStable, long-standing firm with strong local reputationOn-site parking and easy public transport access outside the city centreYour responsibilities as Personal Tax AssistantManage a portfolio of sole traders, partnerships and directorsCollate client information and ensure accurate personal tax return processingSubmit returns to HMRC in a timely and compliant mannerMaintain and build strong client relationships to improve processesSupport ongoing improvements to ensure smooth peak-period deliveryWork collaboratively with senior tax colleagues on complex queriesWhat we''re looking for in a Personal Tax AssistantPrevious experience handling personal tax returns within practiceFamiliarity with managing your own client portfolioAAT 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 co

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