Tax PA & Client Manager to Director

• Prepare and submit Self Assessment tax returns for individuals partnerships and sole traders
  
• Assist with the preparation of company accounts and corporation tax returns in line with deadlines
  
• Prepare and submit P11Ds VAT PAYE and CIS registrations and returns
  
• Monitor client compliance calendars to ensure deadlines are consistently met
  
• Keep all client records accurate and up to date across internal systems and portals
  

• Maintain oversight of active jobs and submissions using internal tracking tools
  
• Coordinate with internal team members to support time management diary planning and client communication
  
• Promptly follow up with clients for outstanding records and respond to queries to maintain workflow
  
• Collaborate with tax accounts and administration teams to progress work efficiently
  
• Provide clear summaries and handovers when tasks require review or input from others
  

• Use internal systems to manage tax payment reminders submission confirmations and Companies House filings
  
• Track client responses and ensure efficient follow-up
  
• Assist in onboarding new clients and setting up appropriate systems and processes
  

• Support the Director by maintaining structure and organisation around deadlines communications and priorities
  
• Proactively highlight upcoming deadlines risks or workflow issues
  
• Assist in preparing information and reports for client meetings
  
• Act as a consistent and professional point of contact for compliance-related matters
  
• Maintain accurate records and responsive communication to support the Director s working style
  

Requirements

• Minimum 2 years experience in a UK accountancy practice or tax team with strong knowledge of Self Assessment corporation tax VAT compliance and accounts preparation
  
• Minimum: AAT qualified (or qualified by experience with strong compliance and accounts background)
  
• Preferred: ACA ACCA or CTA (qualified or part-qualified)
  
• Ability to prepare accounts for sole traders partnerships and limited companies
  
• Comfortable managing a varied deadline-driven workload
  
• Familiarity with cloud-based accounting platforms (e.g. FreeAgent Xero HMRC systems)
  
• Proficiency in Microsoft Excel Outlook and document management tools
  
• Strong organisational skills and accuracy under pressure
  
• Clear and professional communication skills both written and verbal
  
• Strong team player able to coordinate with administrative and support staff
  
• Proactive and solutions-focused approach
  
• High attention to detail and commitment to client service excellence
  

Benefits

• Comprehensive training and support to build familiarity with internal systems and procedures
  
• Opportunities to take on greater responsibility as experience grows
  
• Regular development reviews to support long-term progression
  
• Involvement in process improvements and firm development initiatives
  
• Exposure to a varied and interesting client portfolio
  
• Flexibility and support to pursue further qualifications
  

• Competitive salary range: 40000 to 55000.
  
• Holiday: 25 days Bank 1 Christmas
  
• Quarterly Bonus Scheme up to 10%
  
• Hybrid working model available: 1 day per week after the probation period.
  
• Opportunity to work with an exceptional client base and a dynamic team.
  
• Professional development and growth prospects within the firm.