Assistant Tax Consultant

Posted 2 Days Ago
Be an Early Applicant
Worthing, West Sussex, England, GBR
Hybrid
Junior
Fintech • Professional Services • Software • Financial Services
The Role
Provide personal tax compliance for a client portfolio: prepare tax computations and returns, liaise with HMRC, handle enquiries, identify tax risks and opportunities, support advisory projects, use tax software and Excel, and progress toward ATT/CTA qualifications while maintaining deadlines and client relationships.
Summary Generated by Built In

About the role

In this role, you will support the delivery of high-quality personal tax compliance services, manage a portfolio of clients and ensure all work is completed accurately and within statutory deadlines. You will build strong client relationships, liaise with HMRC, assist with tax enquiries and advisory projects, and keep up to date with changes in tax legislation. This is an excellent opportunity for someone looking to develop their tax career, expand their technical knowledge and progress towards a professional qualification while working as part of a collaborative and client-focused team.

Key responsibilities include:

  • Ensure personal tax compliance and procedures are adhered to, meeting the appropriate statutory deadlines, prioritising work appropriately.
  • Provide high-quality personal tax compliance on a portfolio of clients.
  • Build relationships with clients by interacting with them regularly.
  • Have excellent communication skills, both written and verbal.
  • Be involved in written and verbal communications with HMRC to ensure that the clients’ tax affairs are kept up to date.
  • Deal with enquiries into clients’ tax affairs where appropriate.
  • Keep up to date technically and advise clients and team members about changes to legislation and practice where applicable.
  • Use your technical knowledge to spot opportunities to provide other services such as legal and financial advisory and problem solve where necessary.
  • Demonstrate that you have good organisational skills so that clients are effectively managed, and tasks followed up.
  • Provide support to senior management on other ad hoc advisory projects.

What success looks like

  • Produces accurate tax computations, returns and supporting calculations, applying relevant tax legislation while maintaining high levels of compliance and attention to detail.
  • Identifies potential tax risks, issues and opportunities, exercising good judgement and escalating matters appropriately.
  • Builds strong relationships with clients and internal stakeholders, communicating technical tax matters clearly and responding to queries in a professional and timely manner.
  • Effectively manages competing priorities, consistently meets deadlines, takes ownership of assigned work and supports wider team objectives.
  • Demonstrates a commitment to professional development through progression towards ATT/CTA qualifications, expanding technical knowledge and keeping up to date with legislative changes.
  • Contributes to continuous improvement by identifying efficiencies, making effective use of technology and tax software, and suggesting enhancements to processes, accuracy and client experience.

Our ideal person

  • Working towards a professional qualification -ATT/ CTA or willingness to study.
  • Basic understanding of UK taxation principles, including:
    • Income Tax
    • Capital Gains Tax
  • Familiarity with HMRC processes and tax compliance requirements.
  • Experience using tax software and Microsoft Excel.
  • 1–3 years' experience in a tax environment.
  • Exposure to preparing tax returns, computations, and supporting tax compliance activities.
  • Strong analytical and problem-solving skills, with the ability to interpret legislation and apply it to practical scenarios.
  • Excellent attention to detail, accuracy and organisational skills.
  • Strong written and verbal communication skills.
  • Ability to effectively manage multiple deadlines, priorities and workloads.

Skills Required

  • Working towards ATT/CTA qualification or willingness to study
  • Basic understanding of UK taxation principles (Income Tax)
  • Basic understanding of UK taxation principles (Capital Gains Tax)
  • Familiarity with HMRC processes and tax compliance requirements
  • Experience using tax software
  • Proficiency with Microsoft Excel
  • 1-3 years' experience in a tax environment
  • Exposure to preparing tax returns, computations, and supporting compliance activities
  • Strong analytical, problem-solving, attention to detail, organisational and communication skills
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Franklin, PA
395 Employees
Year Founded: 2016

What We Do

Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management. We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory. Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you. We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.

Similar Jobs

Progeny Logo Progeny

Consultant

Fintech • Professional Services • Software • Financial Services
Hybrid
Leeds, West Yorkshire, England, GBR
395 Employees

Progeny Logo Progeny

Consultant

Fintech • Professional Services • Software • Financial Services
Hybrid
Nottingham, Nottinghamshire, England, GBR
395 Employees

monday.com Logo monday.com

Talent Acquisition Team Manager, EMEA

Artificial Intelligence • Productivity • Sales • Software
Hybrid
London, Greater London, England, GBR
3048 Employees

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Sales Associate (40 hrs)

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Bicester, Cherwell, Oxfordshire, England, GBR
16000 Employees
30K-32K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account