Tax Assistant Job Specification

Job Title Tax Assistant

Location Bath

Reporting To Tax Manager

Key Relationships Tax Team, Clients, Business development

contacts, Payroll, Tax and Audit/Accounts departments

Job Purpose

As a Tax Assistant you will support the tax team to deliver high quality services to clients within

set timescales.

Job Role

• Assist with the preparation of Self-Assessment tax returns with the consistent meeting of


• Assist tax portfolio managers with the administrative aspects of the tax return compliance


• Liaise with HMRC on matters as required in a timely and efficient basis

• Liaise with colleagues in the tax and accounting disciplines to provide a coordinated service to

the clients

• Report on a timely and accurate manner to client queries

• Inform Tax Managers of job progress and any arising issues

• Assist other departments when required

• Help build and maintain client relationships by providing exceptional level of client service

Person Specification

• Tax qualification of ATT, or a desire to study towards this qualification

• Minimum of 1-year previous practical experience in a tax environment

• Strong interpersonal and client handling skills

• Good written and verbal communication skills

• Good knowledge of Microsoft Office, with a focus on Excel

• Some knowledge of IRIS or other tax production software would be desirable

What’s in it for you

• Competitive salary

• Annual salary review

• 25 days holiday plus Bank Holidays

• Birthday day off

• Hours 37.5 per week full time

• Training and CPD support

• Life Assurance (4x Salary)

• Personal Pension; Employer 5% Employee min 2%

• Cycle to work scheme

• Join a busy and friendly team in the heart of Bath