Personal Tax Trainee

Job Purpose

To support the Tax team based in Stevenage by delivering high-quality compliance services to a portfolio of individual clients. The role involves assisting with preparation of tax returns, maintaining client records, and developing technical knowledge within UK personal taxation.

To support the Tax team based in Stevenage by delivering high-quality compliance services to a portfolio of individual clients. The role involves assisting with preparation of tax returns, maintaining client records, and developing technical knowledge within UK personal taxation.

• Assist with the preparation of self assessment tax returns for individuals, including:
  Sole traders, company directors, partnerships and landlords and investment clients.
• Gather and review client information, ensuring completeness and accuracy.
• Input financial data into tax software and reconcile to supporting documentation.
• Calculate basic tax liabilities
• Monitor deadlines and assist in ensuring compliance with HMRC filing requirements.
• Prepare correspondence to clients and HMRC.
• Support the tax team with ad hoc administrative and technical tasks.
• Maintain up-to-date and organised client files (electronic and paper where applicable).
• Liaise with clients to request information and resolve routine queries.
• Keep up to date with changes in UK tax legislation through training and self-study.
• Assist with MTD compliance
• Request information for and prepare P11ds
• Preparation of sole trade accounts

• Basic understanding of UK personal tax principles (through study or experience)
• Strong attention to detail and accuracy
• Good organisational and time management skills
• Proficiency in Microsoft Office (particularly Excel and Outlook)
• Clear and professional communication skills (written and verbal)
• Ability to work both independently and as part of a team

• Previous experience in a tax or accountancy practice (placement or junior role)
• Familiarity with tax software (e.g. IRIS, CCH, Tax Calc or similar)
• Studying towards ATT

• Willingness to learn and develop technical knowledge
• Proactive and positive attitude
• Ability to handle confidential information with discretion
• Strong work ethic and reliability
• Comfortable working to deadlines, particularly during busy periods

• Full support towards professional qualifications (e.g. ATT)
• Ongoing internal and external training
• Structured development with increasing responsibility over time