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Tax Assistant: Key Skills, Qualifications and Career Path

Learn about the key skills, qualifications, and career path for a Tax Assistant

On this page

– What is a Tax Assistant?

– Skills

– Qualifications & Education

– Career Path

– FAQ

What is a Tax Assistant?

A tax assistant is a professional who supports taxation experts in advising clients on their tax matters and calculating their tax liabilities. This role involves tasks such as conducting research, gathering relevant financial data, and helping prepare tax returns.

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Skills

Knowledge of tax laws and regulations
Attention to detail and accuracy
Strong analytical and problem-solving skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Proficiency in Microsoft Excel and other relevant software
Time management and organizational skills
Ability to prioritize tasks and meet deadlines
Flexibility and adaptability to changing tax laws and regulations
Strong work ethic and commitment to client service

Qualifications & Education

Entry with GCSEs/S grades or a BTEC/SQA award
Possession of a degree or equivalent qualification
Professional qualification in accountancy or taxation
On-the-job training for approximately four years

Career Path

Tax Assistant

Tax Accountant

Tax Manager

Tax Director

Audit Assistant

Audit Manager

Audit Partner

Financial Analyst

Finance Manager

Chief Financial Officer

Management Accountant

Financial Controller

Finance Director

Corporate Tax Advisor

Senior Tax Consultant

Tax Partner

Frequently Asked Questions

How do I become a tax consultant UK?

To become a tax consultant in the UK, you could take a degree and then further professional training through a graduate scheme. Most graduate employers will be looking for a minimum of an upper second class degree, and some may also require specific UCAS points gained through GCSE and A level or equivalent qualifications.

What does a tax assistant do?

A tax assistant in the UK supports an organization's tax or accounting department by performing a combination of accounting support and administrative assistance tasks. This includes processing tax returns and sustaining databases, as well as running an office.

What qualifications do you need to open a tax assist company?

To open a Tax Assist company in the UK, it is recommended to have a recognised accountancy qualification such as ACA, ACCA, CTA, AAT, ATT or CIMA, along with industry and practice backgrounds. Being commercially and financially astute and confident in leading a small team is also important for success.