Private Client Tax Assistant

Tax Assistant

Within Private Client Trust and Probate

Based in Ipswich

Working hours: 37.5 hours

Salary starting from £26,000

At Larking Gowen, our people are at the heart of everything we do. Our commitment to both our employees and clients is at the core of who we are. We strive to create a supportive and inclusive workplace culture where employee wellbeing is paramount, work-life balance is valued, and personal growth is encouraged through tailored training and development opportunities.

We are seeking an enthusiastic and driven Tax Assistant to be a valued member of the team, assisting in preparing tax returns and providing organised and professional support to the portfolio holders within the Private Client Trust and Probate team.

Main Responsibilities:

• Assist in the preparation of tax returns and computations by entering source information provided by clients, including preparing rental income accounts, basic self-employment income and expenditure accounts, and other associated tasks.

• Drafting basic Capital Gains Tax computations, including Capital Gains Tax returns, for senior review.

• Preparing other HMRC forms for senior review, including tax elections, and amending PAYE tax codes.

• Assisting of senior members of the team on tax advisory projects.

• Liaise with HMRC and other professionals regarding client affairs.

• Ensure that professional ethical procedures are adhered to.

• Manage and update the in-house database for client details.

Education, qualifications and experience

Essential:

• Previous tax experience.

• Minimum English and Mathematics GCSE’s at Grade 9 – 4 (A* - C) or equivalent.

• Experience of using Microsoft packages, internet, email and other computerised packages.

• Intermediate excel spread sheet skills.

• Basic word skills including basic letter writing skills.

• Good customer service skills.

Desirable:

• A level education or equivalent experience.

• Part ATT qualified.

In return you will have support to establish your career with Larking Gowen at a pace that suits you both personally and professionally. We also offer benefits which include:

• Generous Holiday Allowance
• Life Assurance
• Pension with employer
• Medicash Plan
• Paid sickness
• Professional subscriptions
• Group Income Protection
• Annual salary review
• Option to purchase PMI

Plus many more!