Personal Tax Assistant

Personal Tax Assistant / Semi Senior

TPF Recruitment, Kent's leading accountancy practice recruitment agency, is recruiting for a fantastic firm of chartered accountants based in Canterbury who are looking for a Personal Tax Assistant / Semi Senior to join their team. This will be a personal tax focused position, where you will support the Tax Manager with all compliance tax matters and have the opportunity to support on advisory work too!

There is fantastic support, training and growth on offer, and this is an excellent opportunity to be part of a fast growing accountancy practice.

• Tax computations for a portfolio of private clients (including individuals, sole traders, partnerships and trusts)
• Supporting the Managers and Partners with advisory work across CGT, IHT, Trusts, Estates etc.
• Liaising with other offices/departments as required
• Dealing with HMRC as required by email, letter and telephone
• Liaising with clients as and when required
• Preparing form P11
  
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• Ensuring clients are advised of impending deadlines
• Assisting junior members of staff as required

• AAT or ATT/ ACA/ ACCA part qualified, or qualified by experience with at least 1‑3 years experience working within an accountancy practice environment or personal tax position.
• Experience of preparing tax returns for Manager or Partner review and experience of relevant tax computation software.

• £23,000 - £30,000 dependent on experience and background, negotiable.
• Highly competitive benefits package, including competitive holiday allowance, pension, full study support and parking at the office.

Apply for the vacancy or contact Tristan Finch via telephone, our website or Linked In for a confidential conversation.

We are looking to appoint a Personal Tax Assistant Manager for a highly regarded practice in Kent. This role offers a mixed compliance and advisory portfolio.

• Take ownership of a varied portfolio of personal tax clients.
• Oversee and deliver annual self-assessment tax compliance work, ensuring deadlines and quality standards are met.
• Support the delivery of a range of tax advisory projects, including CGT, IHT, Trust and estate planning, Remuneration planning and share schemes.
• Liaise directly with clients, building long‑term relationships and becoming a trusted advisor.
• Support junior team members and play a role in the development and review of their work.

• CTA and/or ATT/ACA/ACCA qualified, with a strong personal tax career within an accountancy practice or specialist tax firm.
• Experience in a mix of Top Tier, Top Ten or regional independent firm background, focused on personal tax compliance and/or tax planning.
• Highly experienced at Senior or Assistant Manager level.

• £45,000 - £55,000 dependent on experience and background, negotiable.
• 25 days annual leave + bank holidays.
• Hybrid working, 3 days from home.
• 5% pension, death in service, health care cash plan, income protection.

Apply for the vacancy or contact Tristan Finch for a confidential conversation.

We are seeking a motivated Personal Tax Semi‑Senior to support the firm’s personal tax clients and develop your expertise.

• Prepare personal tax returns for a diverse portfolio of clients.
• Assist with the review of junior staff’s work, providing guidance and mentorship where necessary.
• Manage your own portfolio of clients, ensuring deadlines are met and high‑quality service is delivered.
• Liaise with clients and HMRC to resolve queries and ensure compliance.
• Support tax planning initiatives and identify opportunities for tax savings.
• Keep up to date with changes in tax legislation and share knowledge with the team.

• Experience working within a personal tax role in an accountancy practice.
• Ideally studying towards, or holding, ATT qualifications (study support can be provided).
• Strong technical knowledge of personal tax compliance.
• Excellent communication, organisational and time‑management skills.
• Proactive approach to problem‑solving and keen eye for detail.

• Competitive salary, dependent on experience.
• Full study support…