Tax Assistant

  • Full Time
  • Louth

The Tax Assistant is responsible for providing general tax administrative and technical support. They will also manage a portfolio of clients, under the guidance of a manager, and complete basic personal and business tax computations.

The key responsibilities of the tax assistant are:

  1. To prepare personal, partnership and trust tax computations under supervision, including annual tax credit forms and P11D’s.
  2. To perform tax administrative duties for the office.
  3. To undertake the scanning of documentation as and when required.
  4. To keep up to date with changes in tax legislation.
  5. When the opportunity arises, deal effectively with clients within their range of expertise and to refer to their senior/manager before any advice is given.
  6. To proactively manage their own personal study to improve their knowledge and technical abilities. 
  7. To respect client confidentiality and report any issues which may affect client relationships to their director.
  8. To promptly report to their office director any concerns which may affect the firm’s client relationship e.g. money laundering, unethical business practice, complaints etc

The ideal candidate will:

  1. Be AAT or ATT qualified or have practical experience of completing tax returns and P11D’s.
  2. Be able to prepare routine personal and partnership tax returns and assist with the preparation of more complex returns.
  3. Be aware of the importance of client relationships and their own limitations when speaking to clients. 
  4. Possess suitable IT skills to operate in-house programs and prepare and develop spreadsheets as necessary.
  5. Have a basic understanding of tax and business issues.

Tagged as: Louth, Tax

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