Personal Tax Assistant – Leeds
Location: Leeds
Hours: Full-time (37 hours per week, flexible around office hours 8:30am – 5:30pm)
Salary: £22,000 - £28,000
About the Firm
We are partnering with a proactive accountancy firm specialising in accountancy, audit, and taxation services to a diverse client base across Yorkshire and the North East of England. The firm is known for its collaborative environment, high-quality client service, and professional development opportunities.
Role Overview
The Personal Tax Assistant will manage a portfolio of personal tax clients, ensuring accurate and efficient compliance work. This includes preparing and reviewing personal tax computations and returns, supporting directors in tax planning advice, and contributing to servicing complex clients. This role is ideal for someone with strong Personal Tax experience in a practice environment who enjoys variety and client-facing responsibilities.
Key Responsibilities
Manage a diverse personal tax client portfolio as the primary point of contact, including:
Director/shareholders, sole traders, partnerships, property owners with rental income, doctors, dentists, and clients with various investments
Review financial documents to ensure accuracy for self-assessment returns
Prepare, review, and submit personal tax returns
Assist with compliance work, remuneration/dividend planning, exit strategies, and business structuring, identifying tax planning opportunities
Provide guidance, training, and support to junior staff
Build strong client relationships and proactively handle queries
Attend occasional client meetings or calls
Undertake ad-hoc duties related to client queries
Key Skills & Requirements
Ability to self-manage workload and meet deadlines
Experience in a similar personal tax role within a practice
CTA qualification desirable but not essential
Knowledge of tax for GP practices, including preparation of partnership/partners’ tax returns, PCSE practice administration (estimates, type 1 & type 2 certificates) is advantageous
Benefits
Competitive salary
Private pension scheme with employer contribution up to 5%
23 days’ annual leave plus 8 bank holidays and 1 additional Christmas day
Reimbursement of professional fees
Opportunities for Continued Professional Development
Contact
Liam Daly
Lead Associate Recruitment Consultant
T: 07548 836700
E: liam@supreme-ss.com