Tax Assistant

About the Role

We are looking to recruit a Tax Assistant / Personal Tax Advisor to join a friendly accountancy practice based in Stourbridge. This role will focus primarily on completing self-assessment tax returns for individuals and small clients, with a strong emphasis on personal tax compliance work.

Previous accountancy practice experience is not essential 

You’ll be working with a varied client base including individuals with self-employment income below the VAT threshold, private income such as pensions and savings, and directors of limited companies who are already supported by the practice.

This is a great opportunity for someone who is enthusiastic about tax and looking to develop their career within a supportive practice environment.

Key Responsibilities

• Preparation and submission of self-assessment tax returns
• Supporting a portfolio of individual clients and small businesses
• Handling personal tax cases including pensions, savings, and director-related income
• Liaising with clients to gather information and resolve queries
• Ensuring compliance with HMRC deadlines and requirements
• Working closely with the wider accounts team to support client needs

About You

• Previous experience in personal tax or accountancy practice preferred
• Experience with IRIS Personal Tax software is ideal, but not essential
• ATT qualified or part-qualified would be an advantage (ACA not essential for this role)
• Strong attention to detail and comfortable working with numbers
• Confident communicator with a client-focused approach
• Enthusiastic about developing a career in tax

What’s on Offer

• Flexible working hours and potential for part-time consideration
• Supportive accountancy practice environment
• Opportunity to build and develop a career in tax
• Varied client base with ongoing work stability
• Office-based role in Stourbridge