We are looking for a motivated and enthusiastic Personal Tax Assistant to join our growing team in Northwich on a full-time basis. Reporting to the Client Director, you will support a portfolio of personal tax clients, assisting with a range of tax matters including compliance, tax planning, and the preparation of personal tax returns. This is an excellent opportunity to develop your technical knowledge while gaining exposure to a varied client base in a supportive and collaborative environment.
This role is ideally suited to someone who is either at the beginning of their personal tax career or has up to two years' experience in a similar role. We are committed to supporting professional development and can provide support towards a relevant tax qualification for candidates who are keen to further their career within personal tax.
About Us
Bennett Brooks Chartered Accountants is a well‑established accountancy practice with offices across Cheshire, North Wales and Merseyside. Alongside our core accountancy work, we also provide specialist IT services and payroll services to support a wide range of clients.
Our mission is simple. To build strong, long‑lasting relationships and support our clients at every stage of their business journey. We combine a personal approach with modern tools and technology, giving both our clients and our team the best possible experience.
We believe work should support life, not compete with it. That’s why we offer competitive salaries and generous leave policies, aiming to offer a rewarding and fulfilling career that never comes at the expense of personal commitments.
We’re also committed to using our business as a force for good. By joining our team, you’ll be contributing to sustainable and responsible working practices that benefit our clients, our communities, our environment and our people.
Job Purpose
To support the delivery of personal tax services by assisting with tax compliance, tax planning, and the preparation of personal tax returns for a portfolio of clients, while developing technical expertise and contributing to a high-quality client service within a supportive team environment.
Job Responsibilities
- Assist with a portfolio of personal tax clients, building and maintaining positive relationships with clients and colleagues.
- Communicate with clients to obtain information and documentation required for tax compliance work.
- Support the preparation and submission of personal tax returns, ensuring work is completed accurately and within agreed deadlines.
- Assist in calculating tax liabilities and preparing client communications under the guidance of senior team members.
- Help prepare and submit P11Ds and support the administration of benefits in kind in line with HMRC requirements and deadlines.
- Liaise with HMRC and other third parties on routine client matters.
- Keep up to date with relevant tax legislation, filing requirements, and internal procedures through ongoing training and development.
- Provide general administrative and tax support to the wider team as required.
- Undertake any other duties appropriate to the role and level of experience.
Requirements
- Experience within an accountancy practice is desirable, with an interest in developing a career in personal tax.
- A strong team player with excellent communication and interpersonal skills, able to build positive relationships with clients and colleagues.
- Well organised with good attention to detail and the ability to manage workload effectively to meet deadlines.
- Willingness to support colleagues and work collaboratively during busy periods to ensure excellent client service.
- Able to produce accurate, high-quality work and take pride in getting things right first time.
- Proactive and eager to learn, with the confidence to research unfamiliar tax matters and seek guidance when required.
- Good problem-solving skills and a positive approach to tackling new challenges.
- Committed to continuous professional development and keeping up to date with tax legislation and industry changes.
- Proficient in Microsoft Office applications, particularly Excel, Word and Outlook.
- Working towards, or interested in studying towards, a professional tax qualification would be advantageous.
Benefits
- Hybrid working available after successful completion of the probation period
- 31 days holiday – inclusive of Bank Holidays/Christmas period
- Pension scheme – 5% employer contribution
- Buy and Sell Holiday Scheme
- Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support).
- Life Assurance cover
- Option of salary sacrifice pension scheme
- Enhanced maternity/paternity/shared parental pay
- Enhanced sick pay
- Referral scheme
- Paid volunteer time
- Long service enhancements to employer pension contribution and holiday entitlement
- On-site parking
- Social events
- Free fruit
Hours: 37.5 hours per week Monday to Friday
Location: Northwich office
Pay: £27,500.00-£30,000.00 per year
Benefits:
- Additional leave
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
Application question(s):
- Where are you located (town/city)?
- Do you have experience in a personal tax role?
- Have you previously worked within an accountancy practice?
Work Location: Hybrid remote in Northwich CW8 4EE
