Personal Tax Assistant

at  TCGroup

ABOUT YOU

We are looking for candidates with the following skills and experience:

• educated to GCSE Level 7 or above in both English and Mathematics would be an advantage
• already studying or AAT / ATT qualified
• at least 2 years’ personal taxation experience in an accountancy practice
• experience with MS Office, particularly Excel, Word and Outlook and CCH accountancy software would be advantageous
• strong organisation skills with a problem-solving attitude
• excellent written and verbal communication skills
• attention to detail and the ability to work under pressure

FULL BENEFITS AVAILABLE FOR THE PERSONAL TAX ASSISTANT:

• pension scheme
• group life assurance x 4 salary
• quarterly functions and events
• access to our employee benefits portal – cashback and vouchers on everyday purchases
• employee Assistance Programme
• employee Referral Bonus – we’re always looking for talented individuals to join our team
• regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations

ABOUT US

TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.
We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.

ABOUT THE PERSONAL TAX ASSISTANT ROLE

We are TC Group, the fastest-growing top 25 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
We have an exciting role for a Personal Tax Assistant in our East Bristol office either on a full time or part time basis.
We are looking for a Personal Tax Assistant to join the team in our East Bristol office. The ideal candidate will have two years relevant experience in personal taxation. The role will involve preparing self-assessment tax returns for a range of clients and to offer general personal tax support.

KEY RESPONSIBILITIES OF A PERSONAL TAX ASSISTANT WILL INCLUDE:

• preparation of personal tax returns for a range of client’s such as; sole traders, partnerships, alongside company directors and those with rental income
• preparation of capital gains tax computations for inclusion within self-assessment returns, together with completion of 60-Day CGT Declarations to HMRC
• preparing forms P11D & P11D(b)
• working closely with clients, other members of the tax team and other departments, including direct contact with the Partners and clients in order to obtain the required information to prepare Self-Assessment Returns
• liaising directly with HMRC in relation to personal tax matters
• supporting other members of the team and participate in ad-hoc projects
• maintaining and updating company databases in order to track/ monitor client progress
• checking client records to ensure all information has been received