Tax & Probate Assistant

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

Your role will be hands on, you will assist in our busy personal taxation and non-contentious probate department. Specific tasks may include summarising client information and entry into our data processing systems. You will assist the team, primarily in an administrative function, in meeting deadlines in relation to P11D submissions and tax credit claims for clients as well as generally assisting the team successfully navigate the challenges inevitable in providing excellent client service in both the taxation and probate arena. Experience of IRIS Personal Tax and Microsoft Office Suite is beneficial as well as secretarial experience within Probate/Private Client but full training will be provided as required.

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 good quality tax and probate assistant 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
  • Effective time and task management skills
  • Well presented

The position is up to 35 hours per week, Monday to Friday. Salary is up to £25,000 (pro-rata) per annum dependent upon experience.

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

Deadline for applications: Monday 21 December 2020 10am.

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