Personal Tax Assistant

Personal Tax & Compliance Executive
Chipping Sodbury Full-Time Office-Based

Join a Growing Accountancy Practice with an Outstanding Reputation

Due to continued growth and increasing client demand, an exciting opportunity has arisen for a Personal Tax & Compliance Executive to join a well-established and highly regarded accountancy practice in Chipping Sodbury.

The firm has built an exceptional reputation for delivering excellent client service and now supports more than 800 loyal clients across the region. Such is the demand for their services that the business is currently turning away new work, making this a particularly exciting time to join.

This is a busy, dynamic, and collaborative environment where no two days are the same. The successful candidate will become part of a close-knit team currently consisting of a Partner and six team members, with ambitious plans to expand to a team of ten in the near future. For individuals seeking long-term career development, genuine progression opportunities are available within the business as it continues to grow.

Reporting to the Client Manager, you will support the preparation of personal tax returns, sole trader accounts, VAT working papers and Making Tax Digital (MTD) reporting requirements. You will play a key role in ensuring client information is accurately prepared, organised and ready for review.

This position would suit someone who enjoys working within a structured environment, has strong attention to detail, and takes pride in producing high-quality work.

• Prepare Self-Assessment tax returns, including employment, interest, dividend and rental income.
• Accurately input information into tax software.
• Produce supporting working papers in line with company standards.
• Ensure returns are complete and ready for review.

• Prepare income and expenditure accounts for sole traders.
• Analyse bank transactions and categorise income and expenses.
• Prepare figures for inclusion in Self-Assessment returns.
• Highlight unusual items or missing information where appropriate.

• Prepare monthly and quarterly income and expenditure summaries.
• Ensure reporting periods are complete and accurate.
• Identify missing information and resolve issues promptly.

• Assist with VAT analysis and preparation of working papers.
• Reconcile figures to source documentation.
• Identify standard-rated, reduced-rated and zero-rated transactions where appropriate.
• Escalate any uncertainty regarding VAT treatment.

• Ensure digital files are complete and up to date.
• Manage workloads effectively to meet personal tax and VAT deadlines.

We are looking for someone who possesses:

• A methodical and organised approach to work.
• Strong time-management skills.
• The ability to follow processes and compliance standards.
• Good communication skills and confidence to ask questions when needed.
• Previous experience within tax, accounts or an accountancy practice environment would be advantageous.

• Join a highly respected and growing accountancy practice.
• Work with a loyal client base of over 800 clients
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• Be part of a thriving business experiencing sustained growth.
• Genuine career progression opportunities for those who wish to develop and advance.
• Varied workload and exposure to a broad range of tax activities.