Tax Assistant - Sherborne

Are you an aspiring tax advisor looking to build a successful career? Join a supportive team environment and excel in a mixed tax role with a strong personal tax focus.

As a Tax Assistant, you will be a key team member from day one, working closely with a dedicated senior team and reporting directly to the Head of Tax. Your responsibilities will include:

• Maintaining personal tax records and assisting with complex UK self-assessment tax returns, capital gains computations, and income forecasts.
• Implementing Making Tax Digital for Income Tax (MTD ITSA) and submitting required reports.
• Preparing compliant property rental income and expenditure information for tax returns.
• Preparing VAT returns for sole traders and finalising income tax reporting.
• Monitoring and tracking venture capital scheme tax relief claims, maintaining corporation tax records, and ensuring timely submissions.
• Providing technical support for various tax questions and undertaking ad-hoc tax and investment-related projects.

Ideal Candidate:

• Keen to progress in Tax, seeking a varied and interesting role.
• Studying for the Association of Taxation Technicians (ATT) qualification with a minimum of 12 months relevant experience.
• Confident, flexible, and highly organised.
• Excellent administration and communication skills.
• Integrity, discretion, and ability to handle confidential information.
• Tactful, diplomatic, and approachable.
• Strong IT skills, including knowledge of Microsoft Office and accounting software.

What We Offer:

• No requirement to complete timesheets.
• Attractive salary with annual reviews and bonus.
• 10% employer pension contribution.
• 25 days holiday plus bank holidays.
• Individual BUPA cover and life insurance (4x gross salary).
• Payment of annual professional membership subscription.
• Training support for ATT or CTA qualification.
• Ongoing CPD to enhance your knowledge and skills.
• Option to work from home part-time after the initial probation period.
• Cycle to work and electric car schemes.
• Car parking available.

If you would like to discuss this opportunity in confidence, please submit your CV immediately or call Lorna Pilling on 07900 224915.

#4663423 - Lorna Pilling