Personal Tax Trainee
Core
Prepare Self-Assessment tax returns, computations, and supporting documentation for individuals while ensuring compliance with HMRC deadlines.
Role type
Junior Personal Tax Associate (Trainee)
Builds
Accurate tax returns and compliance filings for individual clients
Domain
Accounting / Personal Tax
Required skills
Tax return preparation, client record management, HMRC liaison, deadline monitoring, Microsoft Excel, written communication
Preferred skills
AAT/ATT study support, proactive learning, teamwork
Technologies
Microsoft Office (Excel), Internal firm systems
Responsibilities
Assist with preparation of Self-Assessment tax returns and supporting computations, Organise and maintain accurate tax documentation and client records, Collect and reconcile client information regarding income and expenses, Prepare draft tax return summaries and payment reminders, Monitor compliance deadlines and track outstanding information, Respond to routine client queries and liaise with HMRC, Support ad hoc tax projects like ERS and ATED reporting