Personal Tax Trainee

Personal Tax Trainee | Top 50 Firm | Stevenage

Are you a proactive individual with a keen interest in pursuing a career in personal tax? Do you want to build a solid foundation within a reputable practice that offers structured training, professional development, and the opportunity to work with a diverse portfolio of clients? If you are eager to learn, detail-oriented, and looking for your next step in the accountancy sector, this is an excellent opportunity to grow your expertise in a supportive, professional environment.

About the Firm This Top 50 Firm is a well-established practice known for providing comprehensive accountancy, tax, and advisory services to a broad range of clients, including individuals, owner-managed businesses, and corporate entities. The firm prides itself on its commitment to high-quality service and technical excellence, providing a collaborative environment where team members are supported through their professional qualifications and given the opportunity to develop their skills over time.

As a Personal Tax Trainee you will:

Assist in the preparation of self-assessment tax returns for a variety of individual clients, including company directors, sole traders, landlords, and investment clients.
Calculate basic tax liabilities and monitor strict HMRC deadlines to ensure full compliance for your portfolio.
Input financial data into tax software and reconcile information against supporting documentation with high attention to detail.
Liaise with clients to request necessary information and resolve routine queries, whilst preparing professional correspondence for both clients and HMRC.
Support the wider private tax department with administrative and technical tasks, including MTD compliance and the preparation of P11ds.

As the successful candidate you will:

Possess a solid understanding of UK personal tax principles, gained through initial study or relevant practical experience.
Demonstrate a proactive and positive attitude with a strong work ethic and the ability to handle confidential information with the utmost discretion.
Exhibit excellent organisational and time management skills, with the ability to work effectively under pressure during busy periods.
Show a clear commitment to professional development, with a genuine willingness to study towards qualifications such as the ATT.
Have a high level of proficiency in Microsoft Office, particularly Excel and Outlook, to manage data and communication efficiently.

What You’ll Receive

Full support towards professional qualifications (e.g., ATT).
A structured training and development programme with increasing responsibility.
Ongoing internal and external technical training opportunities.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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