PERSONAL REQUIREMENTS

• Strong interest in tax, accounting and financial services.
• Excellent attention to detail and a proactive approach to problem-solving.
• Strong written and verbal communication skills.
• Organised and able to manage time effectively across multiple tasks.
• Good numeracy skills and familiarity with Microsoft Office (particularly Excel).
• A-levels (or equivalent) required a relevant degree or prior experience is a plus.
• Willingness to study towards a professional qualification (e.g. AAT, ATT).
• Full UK driving licence and access to a car (essential due to client visits).

• Assist in preparing personal tax returns for a diverse client portfolio.
• Support the preparation of accounts for self-employed individuals and sole traders.
• Liaise with clients to gather necessary documentation and resolve queries.
• Maintain accurate and up-to-date financial records.
• Collaborate with team members and senior staff on client projects.
• Ensure tasks are completed in line with HMRC deadlines and relevant legislation.
• Participate in training programmes and internal development initiatives.