Tax Assistant


Your role will be to provide administrative support to tax advisers within a successful and growing wealth management business. You will also have the opportunity to develop and gain the necessary qualifications to become a practitioner yourself. Your support will be key to the tax team and the business as a whole in achieving its monetary, client servicing and growth objectives.


Job Role:

  • Dealing with correspondence and administration relating to the client, including tax return organisers, logging and dealing with HMRC correspondence and managing standard documents

  • You will be in regular contact with clients from the initial stages of the tax return process, which involves booking the client for a meeting with their tax adviser, through the information gathering phase and to the final submission of their tax return.

  • Liaising with HM Revenue and Customs in relation to status of clients’ tax returns, tax rebates, documents sent/received.

  • Maintaining client personal and task tracking information for individuals on the CCH Database and Cloud portal.

  • Inputting the tax return information onto the CCH database and eventually submitting the return to HMRC.

  • Compiling client files using NitroPro software for the tax returns.

  • Being able to extract the relevant and accurate data for client documents necessary for their tax Return and keeping records of received and outstanding information.

  • Contributing to tax planning reports.

  • General office admin, diary management, scanning and filing.


You will receive full training in all the above as well as the fundamentals of the UK tax system.

There is the potential to gain the ATT qualification and become a member of the Association of Taxation Technicians (ATT).


Your experience should include the following:

  • Proven IT skills, ideally in the following systems: Word, Excel.

  • Strong numeric and analytical skills

  • Proven prioritisation, time management and organisational skills.

  • Experience of delivering accurate and thorough work.

  • Reliability in customer service and problem solving skills.

  • Proactive, self-motivated and able to take responsibility for own work under own initiative.

  • Able to work to strict deadlines

  • Strong team working skills, able to build and maintain trusted relationships with both clients and colleagues.

  • Excellent communication skills (verbal and written) and the ability to liaise confidently and professionally at all levels.

  • Efficient management of client documents, using paper and electronic filing.

Remuneration and Benefits:

  • Competitive Salary

  • Annual Bonus

  • Pension after qualifying period

  • PMI with Bupa after qualifying period

  • Financial qualifications assistance

  • Overseas conferences

  • Ad-hoc incentives

  • Birthday Lie in

  • Sell annual leave for cash

  • Gym and active discounts

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

By applying for this role, you confirm that you have the right to work in the UK.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.


To apply for this job please email,

Floors 2 & 3,

Basildon House,

7 Moorgate, 



020 7710 3402

© 2020 FLM Ltd. 

FLM is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.