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Tax Team Assistant Level 2

Are you looking to join an organisation that will give you the right opportunities and experience to develop your career further? Are you interested in joining a friendly team and receiving great benefits and career progression opportunities?

A well established Practice is recruiting a Tax Team Assistant to provide administration support to the team. The firm organises the work into 6 partner led teams which are supported by Team Assistants. The level 2 Tax Team Assistant will work alongside a level 1 TTA in one of the Partner led tax teams to maximise efficiencies on allocated client accounts. The role will involve proactively completing and managing non technical client chargeable tasks, allowing technical staff to focus on the delivery of more complex technical areas.


  • Set up and maintain client files
  • Liaise with clients on non-technical matters e.g. meeting arrangements, co-ordinating receipt of information etc Update EYFH systems as appropriate
  • Collate information for pricing plan and enter into Mercury for each new job
  • Prepare submission letters/packs to client and HMRC/other relevant tax authorities
  • Online filing and record management
  • Assisting with aspects of the compliance processes; from chasing for tax return information, updating our database and tracking completion stats, setting up client codes, monitoring extension lists and so on
  • Reviewing work and ensuring process is followed for tax technical staff Levels 1 within the partner led teams and providing feedback as appropriate
  • Initiate and oversee the new client engagement process through to contract signing (for example pre-onboarding packs, Mercury and PACE set up, drafting engagement letters)
  • Managing and completing assigned tasks throughout the lifecycle of a tax engagement - providing support and guidance for the creation of an opportunity, the budgeting process, contractual considerations, set up, the regular review of engagement economics, billing and closure
  • Monitoring and ensuring the completion of tasks using the tools available (Mercury and other tools)
  • Supporting the Technical Operations team on process and procedural updates as well as rolling out/coordinating elements of other client initiatives
  • Administrative support for the EA qualification process
  • Manage the IRS CPE compliance process


  • Project co-ordination skills with ability to complete tasks on an accurate and timely basis
  • Ability to prioritise conflicting deadlines and work proactively
  • Ability to manage upwards to ensure that the project deliverables meet the agreed timetable
  • Strong communicator, able to communicate effectively at all levels both internally and externally via telephone, instant messaging and face to face and have a positive impact
  • Strong written and communication skills - reporting writing, leading meetings
  • High level of attention to detail - accurate and professional presentation of programme management reports, presentations and deliverables
  • Financially literate, experience of client billings and financial management expertise
  • Well-developed time management skills, able to juggle competing priorities and resources allocated resources
  • Self-starter able to work to project goals and under own initiative with pro-active "can do" attitude
  • Analytical and problem-solving mindset - improve and enhance processes - not just run and oversee
  • Pro-active and reliable team member with the ability to work effectively with others and share information readily Exercise good judgement, with the ability of knowing when to flag issues and when to make own decisions
  • Receptive to change and a flexible approach
  • Demonstrate initiative in approach to projects/assignments and a willingness to challenge the status quo

Additional Requirements:

  • A' Levels (or equivalent) and/or further education qualification e.g. HND
  • Evidence of knowledge on Microsoft systems and databases, ideally including Dynamics 365, Citrix ShareFile, PACE and GIS
  • Evidence of working within a team (both locally and remotely if possible)
  • Evidence of working well under pressure
  • Evidence of problem solving
  • Evidence of good business writing skills


  • Support for flexible working and career development, and you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions
  • Support, coaching and feedback from some of the most engaging colleagues around
  • Opportunities to develop new skills and progress your career
  • The freedom and flexibility to handle your role in a way that's right for you the company is committed to being an inclusive employer and is happy to consider flexible working arrangements

If this sounds like a exciting opportunity please apply directly or send me an email at

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