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- Some familiarity with tax processes or financial administration – this may come from roles in bookkeeping, accountancy, or general office-based support.
- A genuine interest in the administration of estates and trusts – full instruction and guidance will be provided.
- Sharp eye for detail – especially in relation to financial compliance and numerical accuracy.
- Well-organised and motivated – happy to assist the broader team while building your own capability.
- Confident communicator – written and spoken, particularly when interacting with clients and tax authorities.
- Established and reputable – Renowned for their excellence in service delivery and commitment to staff development.
- Collaborative team atmosphere – Friendly, down-to-earth colleagues who are passionate about their work.
- Career progression opportunities – A brilliant platform for someone wishing to specialise in private client matters.
- Flexible working options – Hybrid arrangements available.
- Comprehensive benefits – Includes 27 days annual leave, pension contributions, and life cover.
- Carrying out administrative tasks related to taxation
- Maintaining records for trusts and estates
- Communicating with HMRC and responding to standard enquiries
- Ensuring financial documentation is accurate and up to date
- Training provided on handling personal tax returns and self-assessment submissions
- Interviews can be arranged without delay
- Prompt start for the ideal candidate
