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.Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.