Part Time Personal Tax Specialist

Part-Time Personal Tax Assistant

Modern & Forward-Thinking Professional Services Firm

Part time role – either 5 shorter days or 3 full days designed to suit the individual.

Are you a detail-driven Personal Tax Assistant looking to join a truly modern firm that balances professional excellence with a vibrant and social culture? This could be the perfect role for you.

We’re working with a highly reputable, forward-thinking firm known for its dynamic, inclusive environment and top-tier client service. They're now looking for a Part-Time Personal Tax Assistant to support their thriving Private Wealth team.

The Role

As a Personal Tax Assistant, you'll play a vital part in ensuring the smooth delivery of personal tax services. You'll work closely with a supportive Tax Manager and wider Private Wealth team, helping prepare self-assessment tax returns, liaise with clients and HMRC, manage documentation, and provide broader administrative support.

Key responsibilities include:

• Assisting with the preparation and submission of Self-Assessment and Capital Gains Tax Returns
• Communicating with clients and HMRC regarding tax queries
• Preparing SA1s, 64-8s, R185s and other standard tax forms
• Supporting with invoices, payment on account letters, and maintaining spreadsheets
• Handling incoming post, emails, and client calls in the team’s absence
• Assisting with client meeting preparation and wider administrative duties

What You’ll Bring

• Previous experience in a personal tax role within an accountancy or legal firm
• Great attention to detail and strong organisational skills
• A client-focused mindset with excellent communication skills
• Ability to work independently and manage deadlines
• Familiarity with CCH Personal Tax software (advantageous but not essential)

Benefits & Perks

This firm genuinely goes the extra mile to support its people. You'll enjoy:

• ATT or equivalent study support package
• Pension – 6% employer contribution, 3% minimum employee contribution
• Private Healthcare – Vitality Health cover for employees
• Life Assurance – 4x your basic salary
• Group Income Protection
• Generous Holiday Package – 5 working weeks + bank holidays
  • Plus: buy/sell one extra week, a day off for your birthday (if it falls on a working day), and a charity day each year
• Flexible Working & Part-Time Options
• Summer Ball, Christmas Lunches & Regular Socials
• In-house Private Dining Events
• Fun extras like Easter treats and a rooftop garden space
• Employee Assistance Programme – 24/7 counselling and wellbeing support

The Culture

This is a firm where professionalism meets personality. They embrace innovation, care deeply about their people, and offer a culture where ideas are valued and individuality is celebrated. Whether it's a rooftop coffee break, themed socials, or a quiet chat in a modern breakout space — this is a place where you'll genuinely enjoy coming to work.

Ready to join a firm that values your skills and your wellbeing?
Apply now for a confidential chat and take the next step in your tax career — on your terms.