Company Overview
Forshaws Chartered Accountants is a dedicated, independent firm providing Statutory Audit, Accounting, Tax and Business compliance services to a wide range of clients, from self-employed individuals to multi-million pound companies. We are also one of the UK's leading firms of Medical Specialism Accountants with over 25 years experience of providing dedicated personal service to the medical profession.
Job Overview
We are seeking a motivated and detail-oriented Personal Tax Assistant with prior accountancy practice experience to join our growing tax team. In this role, you will manage a varied portfolio of personal tax clients, handle tax computations, assist with Making Tax Digital requirements, and work closely with our Tax Manager to provide high-quality tax compliance and advisory support.
Responsibilities
- Manage a varied client portfolio of self-assessment taxpayers, including high-net-worth individuals, employed professionals, sole traders, unincorporated partnerships, and retired individuals with pension and investment income.
- Assist with MTD for Income Tax Self-Assessment compliance and onboarding, including reviewing quarterly digital submissions, guiding clients on digital record-keeping requirements, and ensuring client software readiness.
- Prepare Capital Gains Tax (CGT) computations and returns, including meeting the 60-day reporting deadline for residential property disposals.
- Review eligibility for and assist clients with claims for relevant investment tax reliefs, including EIS, SEIS, VCT, as well as pension and charitable reliefs.
- Liaise with HMRC on routine compliance matters via telephone, e-mail and by letter
- Work closely with the firm's Tax Manager to resolve client queries and provide extra support to the wider team during peak deadlines.
- Maintain clear, prompt, and professional communication with clients to gather tax information, assist with digital software queries, and respond to day-to-day tax questions.
Qualifications (essential)
- Previous experience working within an accountancy practice in a personal tax or mixed tax capacity.
- Solid understanding of UK Personal Tax, Self-Assessment procedures, MTD ITSA regulations, Capital Gains Tax, and income tax schedules.
- Proficiency with standard tax and MTD-compliant software (e.g., IRIS, Sage, CCH, TaxCalc, Xero, or QuickBooks) and Microsoft Excel.
- Excellent written and verbal communication skills for clear client and HMRC interactions.
- Strong time-management skills with the ability to manage workload deadlines effectively during busy periods.
Qualifications (desirable)
- ATT (Association of Tax Technicians) qualified, part-qualified, or studying towards equivalent qualification.
The role is offered on a full-time basis, however part-time applicants will also be considered (salary pro-rata).
Pay: £27,500.00-£32,500.00 per year
Benefits:
- Company events
- Company pension
- On-site parking
- Sick pay
- Work from home
Work Location: Hybrid remote in Southport PR9 0NS
