Private client tax assistant

Responsibilities

As a Private Client Tax Assistant at Spencer Gardner Dickins your role would cover a variety of client facing and internal responsibilities which would typically cover:

• Managing new client onboarding.
• Preparing straightforward Self Assessment tax returns for review, including employment, pension, property and basic investment income.
• Gathering information and documentation from clients and follow up for anything outstanding.
• Reviewing information received and identify obvious gaps or queries for escalation.
• Assisting with payments on account for personal tax clients.
• Liaising with HMRC on routine client matters, including telephone calls and correspondence, under appropriate client authority.
• Checking HMRC records, tax codes, statements and other routine information.
• Assisting with registering clients for Self Assessment and other routine HMRC administration.
• Preparing straightforward calculations and supporting schedules.
• Preparing straightforward client P11D forms and submissions to HMRC.
• Updating client records and maintain accurate tax files and deadlines.
• Supporting the Personal Tax team with routine correspondence and general administration.
• Taking responsibility gradually for a small portfolio of straightforward personal tax clients as knowledge and experience develops.
• Referring more complex technical queries or unusual circumstances to senior members of the team.