Skip to main content
Posted 23 July, 2026

Personal Tax Assistant

Talent Finder
Waterloo, ENG, GB Full Time

Job Description

Personal Tax AssistantLocation: Crosby Job Type: Full-time, office-based Working Hours: 35 hours per week, generally 9 am-5 pm with an hour for lunch. Flexible start and finish times are available. Salary: £27,000 - £30,000 per annum, DOEOur client is a well-established accountancy practice based in Crosby, offering a supportive environment where you will have the opportunity to develop a long-term career within tax.You will join a small tax team where you will receive hands-on training and mentoring from experienced tax professionals, allowing you to develop your skills and progress your career within tax.The RoleThis role is ideal for a Personal Tax Assistant with experience in personal tax who is looking to develop their career, broaden their technical knowledge, and gain exposure to corporate tax.Initially, the role will focus mainly on personal tax compliance, preparing personal tax returns and liaising with clients regarding tax information.As your experience develops, you will receive training and support to build your corporate tax knowledge, progressing into Corporation Tax returns, tax planning techniques, and broader tax advisory work over time.This is an office-based role in Crosby to provide the necessary training, supervision, and support. Some overtime may be required during busy periods, particularly around the January self-assessment deadline.Key ResponsibilitiesPrepare personal tax returnsAssist with corporate tax complianceLiaise with clients regarding tax informationMaintain accurate client recordsSupport senior members of the tax teamDevelop knowledge of corporate tax returns through training and mentoringProgress into reviewing Corporation Tax returnsLearn about tax planning techniquesDevelop into broader tax advisory work over timeRequirementsEssentialPrevious experience within an accountancy practiceAround 2 years experience in personal taxBasic knowledge of personal taxationStrong attention to detailGood communication skillsWillingness to learn and developReliable with excellent attendanceAbility to use software confidentlyDesirableATT qualification, studying towards ATT, or another tax qualificationExperience using software such as CCH or XeroKnowledge of corporate taxAccounts or bookkeeping experience combined with good tax knowledgeWhats In It For YouStructured career progression towards a Tax Senior/Tax Advisor positionTraining and mentoring from experienced tax professionalsQuarterly personal tax training and additional specialist training throughout the yearOpportunity to develop corporate tax knowledge and tax advisory skillsSupportive team environment28 days holiday per year including bank holidays, increasing by one day each year after two years service up to a maximum of 33 daysWorkplace pension contributionsMedicash healthcare benefitsProfessional subscriptions and exam support are considered part of the overall packageSome overtime may be required during busy periods, particularly around the January self-assessment deadlineWhats next? Its easy! Click APPLYTPBN1_UKTJ