Tax Assistant

About the role

We are seeking a Tax Assistant to join a growing accountancy practice in Cheltenham. The successful candidate will support a diverse portfolio of personal tax clients, including high‑net‑worth individuals, business owners and partnerships, working in a hybrid environment.

Key responsibilities

• Manage a portfolio of personal tax clients and maintain accurate records.
• Prepare Self‑Assessment tax returns in line with HMRC requirements.
• Assist with HMRC enquiries and liaise with clients to resolve tax queries.
• Build strong client relationships and deliver responsive service.
• Ensure deadlines are met consistently.
• Use tax software such as Digita or similar tools.
• Support the wider team and contribute to practice growth.

Required profile

• 1–2 years of personal tax experience within a UK accountancy practice.
• Good understanding of Self‑Assessment and HMRC compliance.
• Excellent written and verbal communication skills.
• Strong attention to detail and organised approach.
• Ability to manage own workload and meet deadlines.
• Confidence in client‑facing situations.
• Good Microsoft Office proficiency.
• A‑levels or equivalent, with strong Maths and English GCSE grades; studying towards ATT is a plus.

Required skills

• Tax software (e.g., Digita)
• Microsoft Office

What we offer

• Competitive salary based on experience.
• Permanent role with full‑time or part‑time hours (30+ hrs/week).
• Hybrid working – minimum three days in the Cheltenham office.
• 25 days annual leave plus bank holidays.
• Contributory pension scheme.
• Support for professional development and exam costs.