Personal Tax Trainee

Job Purpose

To support the Tax team based in Stevenage by delivering high-quality compliance services to a portfolio of individual clients. The role involves assisting with preparation of tax returns, maintaining client records, and developing technical knowledge within UK personal taxation.

Key Responsibilities

• Assist with the preparation of self assessment tax returns for individuals, including: Sole traders, company directors, partnerships and landlords and investment clients.
• Gather and review client information, ensuring completeness and accuracy.
• Input financial data into tax software and reconcile to supporting documentation.
• Calculate basic tax liabilities
• Monitor deadlines and assist in ensuring compliance with HMRC filing requirements.
• Prepare correspondence to clients and HMRC.
• Support the tax team with ad hoc administrative and technical tasks.
• Maintain up-to-date and organised client files (electronic and paper where applicable).
• Liaise with clients to request information and resolve routine queries.
• Keep up to date with changes in UK tax legislation through training and self-study.
• Assist with MTD compliance
• Request information for and prepare P11ds
• Preparation of sole trade accounts

Skills and Experience

Essential

• Basic understanding of UK personal tax principles (through study or experience)
• Strong attention to detail and accuracy
• Good organisational and time management skills
• Proficiency in Microsoft Office (particularly Excel and Outlook)
• Clear and professional communication skills (written and verbal)
• Ability to work both independently and as part of a team

Desirable

• Previous experience in a tax or accountancy practice (placement or junior role)
• Familiarity with tax software (e.g. IRIS, CCH, TaxCalc or similar)
• Studying towards ATT

Personal Attributes

• Willingness to learn and develop technical knowledge
• Proactive and positive attitude
• Ability to handle confidential information with discretion
• Strong work ethic and reliability
• Comfortable working to deadlines, particularly during busy periods

Training and Development

• Full support towards professional qualifications (e.g. ATT)
• Ongoing internal and external training
• Structured development with increasing responsibility over time

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