We are a well-established chartered accountancy firm operating in both the UK and South Africa, recognised for delivering high-quality audit, accounts, tax, payroll, and business advisory services. Our clients include small and medium-sized enterprises, partnerships, and sole traders across a wide range of industries.

We pride ourselves on a people-first culture, strong client relationships, and a commitment to doing things properly. By embracing modern systems, best practices and flexible working, we create an environment where our team can develop professionally while delivering outstanding service to clients in both the UK and South Africa.

Overview of the Role

The Personal Tax Administrator will provide administrative and compliance support to the Personal Tax team, ensuring the accurate and timely preparation, submission, and management of personal tax returns and related client documentation. This role is ideal for someone with strong organisational skills, keen attention to detail, and an interest in UK taxation.

Key Responsibilities

Tax Return Administration

· Support the tax team with the preparation of Self Assessment tax returns for individuals, partnerships, and trusts.

· Manage client information, ensuring all relevant documentation is received, organised, and stored securely.

· Preparation of rental accounts.

· Prepare draft tax return packs and client correspondence.

· Assist with submitting returns to HMRC via the firm’s tax software.

· Assisting with compliance for HMRC’s new ‘Making Tax Digital for Income Tax’ regime

· Check individuals employment benefits and PAYE coding notices

· Liaise with clients on their personal tax position and advising on payments due.

· Preparation of 60-day UK Property Returns

Client Support & Communication

· Act as a first point of contact for clients regarding basic administrative queries.

· Collect client authorisations (64-8/Agent Services), and maintain up‑to‑date client records.

· Chase clients for outstanding information in a professional and timely manner.

HMRC Interaction

· Monitor HMRC deadlines and ensure compliance timetables are met.

· Assist with HMRC queries, tracking responses and maintaining communication logs.

· Request and review HMRC statements of account where required.

Team Administration

· Manage diaries and key tax-year deadlines, including UK filing deadlines and payment reminders.

· Support the wider tax team with general administrative tasks as required.

Skills & Experience

Essential

· Strong administrative background, ideally within professional services or financial environments.

· Experience in personal tax in SA.

· Excellent organisational and time‑management skills.

· High level of accuracy and attention to detail.

· Strong written and verbal communication.

· Ability to manage confidential information responsibly.

· Competent IT skills, including MS Office (Word, Excel, Outlook).

Desirable

· Experience working within tax

· Familiarity with HMRC systems (e.g., Agent Services Account) or tax software (e.g., Digita, CCH, IRIS).

· Understanding of the Self Assessment tax cycle.

Personal Attributes

· Professional and client-focused.

· Proactive with a willingness to learn.

· Team-oriented with a positive attitude.

· Able to work independently and take ownership of tasks.

· Comfortable working to deadlines in a structured environment.

Remote Working Requirements

• Reliable high-speed internet connection

• Suitable home office setup

• Comfortable working across virtual platforms and time zones

• Strong time management and self-discipline