Private Client Tax Technician

Maxwells are a growing firm where you can gain exposure to various clients both large and small. You will be working closely with experienced Accountants and partners.

The Private Client Tax Team works with a huge variety of clients from SME business owners to high-net-worth individuals, ensuring their compliance obligations are met. We build relationships with clients, talking to them about all aspects of their financial affairs, getting involved in advisory assignments where relevant. We are constantly striving to improve how we work, refining processes within the team and taking advantage of the newest technology to support us in the way we interact with our clients.

We think the team operates best togesther so being upfront, work from home doesn’t really work for us, we’re happy to be flexible (it’s part of our ethos) and consider reduced hours and job shares and we’ll support you to balance your work and life.

  • You’ll be given a degree of autonomy in the delivery of your work but we will always be available to support you where necessary.
  • You’ll be working on straightforward assignments, taking ownership of your own portfolio of clients, with support from the Manager
  • You’ll be preparing tax returns and computations for assistant manager / manager review in conjunction with agreed timescales.
  • You’ll interact directly with your clients, developing an effective relationship as a trusted adviser and giving excellent client service.
  • You’ll take responsibility for driving the tax return process for your clients, working proactively to manage your portfolio and prioritising day-to-day tasks This role is key to the operation of our private tax function, so we’ll make sure you’re given opportunities to learn and develop to maintain the required high standards.
  • You’ll be a proactive and valued member of a specialist team and will have the opportunity to develop an internal network within the tax department and the wider firm.

Maxwells has a great reputation for being a friendly and supportive place to work whilst providing their staff with challenging and varied roles. Overall this is a great opportunity for a experienced technician with genuine career development and responsibility on offer.

Personal requirements

We are looking for the following attributes:

  • Self driven and highly motivated to work hard both practically and academically
  • Excellent communication skills
  • Ability to deal with confidential information in a professional manner
  • Computer literacy
  • Strong attention to detail, analytical, methodical, and numerical
  • Effective time and task management skills
  • Well presented, outgoing, socially confident, and emotionally controlled.
  • A positive attitude, friendly and personable.

Terms & Benefits

  • The position is 35 hours per week, Monday to Friday but would consider part time with a minimum of 20 hours.
  • 23 days annual leave plus bank holidays increasing to 25 days plus bank holidays after 5 years’ service (and 30 days after 10 years!)
  • Opportunity to carry over 1 week’s holiday into the following holiday year.
  • Private healthcare plan
  • 24-hour external Employee Assistance Programme helpline.
  • Contributary pension with death in service benefit
  • Introducing clients and staff commission schemes

Pay from £34,000 per annum (pro rata) and dependent upon experience.

Applications (including curriculum vitae) should be made to Clive Hall-Tomkin by emailing or posting to 4 King Square, Bridgwater, Somerset, TA6 3YF.

Deadline for applications: 7 June 2024

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Maxwells Chartered Accountants, 4 King Square, Bridgwater, Somerset TA6 3YF
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