Personal Tax Assistant (Full Time)

The role offers the opportunity to work with a varied portfolio of personal tax clients, mainly but not exclusively in the medical sector, including sole traders and partnerships, providing both compliance and advisory services.

Key responsibilities include:

  • Prepare personal and partnership tax returns, including business tax & capital allowances computations and partners’ expense claims
  • Manage the compliance process for a portfolio of clients, ensuring that deadlines are met and that management are kept informed.
  • Preparation of capital gains tax computations and advising clients accordingly
  • Preparation of sole trader income and expenditure accounts, where applicable
  • Preparation of GP annual certificates of pensionable profits
  • Advising clients of tax, national insurance and NHS superannuation liabilities as appropriate
  • Dealing with general correspondence, telephone calls, e-mails with clients, H M Revenue & Customs and others
  • Assisting with training of junior members of staff from time to time

Required skills/knowledge

  • Minimum of 3-4 years experience of personal and business tax & capital allowances computations.
  • Previous experience of dealing with medical practitioners is an advantage but is not essential
  • Ideally some knowledge of CCH software but not essential
  • Proficient use of Word and Excel
  • Good communication skills
  • Good time management skills and ability to work under pressure and manage multiple workstreams and deadlines
  • Good decision making skills and ability to support conclusions reached

Applications are welcome from suitably experienced candidates and should be submitted to:

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