Tax Assistant

About us:Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.Our advisers work with internationally mobile clients whose investment requirements can often span multiple currencies, jurisdictions, platforms and investment structures. Our investment proposition has been developed to provide advisers with a robust framework of approved asset managers, model portfolios, investment solutions and portfolio-construction methodology that can be applied consistently across the Group.About the role:Skybound Tax will join the Group in January 2027, focusing on the delivery of UK tax returns. We are looking for a Tax Assistant to support the preparation of accurate returns and provide a reliable, responsive service to clients.Based in Mumbai, you will gather client information, prepare draft UK Self Assessment returns and build complete case files for the London tax team. This includes preparing schedules and gathering evidence for private client and cross-border tax work.This is a hands-on preparation role with scope to develop your UK tax knowledge. You will take ownership of allocated tasks, follow agreed procedures and raise technical questions or missing information promptly with the Assistant Tax Manager or designated reviewer.LocationThe role is based in Mumbai and supports the delivery of UK tax returns alongside colleagues in London.You will need to coordinate your working day with the UK team to allow regular communication, timely reviews and clear handovers.Key ResponsibilitiesUK Tax Return PreparationPrepare draft UK Self Assessment tax returns and supporting calculations using approved tax software and templatesProcess information relating to employment, pensions, savings, dividends, property income and capital gains, within your experience and agreed scopeSupport the preparation of self-employment schedules and other supplementary pages where requiredPrepare property income and investment schedules, reconciling figures to source documents and flagging discrepanciesClient Information and CommunicationIssue information requests and follow up outstanding documents within agreed timescalesCompile residence and travel timelines from client records and flag missing dates or supporting evidence for London to reviewHandle routine client queries professionally and refer technical advice requests to the UK teamKeep colleagues informed of outstanding information, progress and any risk to delivery datesReview and Submission SupportHand over complete files with draft returns, working papers, prior-year returns and supporting evidence, with outstanding questions clearly markedPrepare client approval packs under supervision and assemble draft HMRC and pension treaty claim packs for London to reviewSupport electronic filing only once the required internal review and client approval have been recordedRetain filing confirmations and update completion records, escalating rejected submissions or discrepanciesWorkflow and Deadline ManagementMaintain an up-to-date record of allocated returns, next actions and agreed deadlinesPrioritise work with the Assistant Tax Manager, particularly during peak filing periodsIdentify delays or capacity concerns early and provide clear handovers between Mumbai and LondonQuality and ConfidentialityFollow agreed onboarding, identity-checking and document-handling procedures within your responsibilitiesUse approved systems and access controls when handling confidential client and financial informationEscalate suspected errors, unusual transactions, complaints or compliance concerns promptlyFollow documented preparation checklists and apply feedback to reduce recurring errorsService Development and ReportingSupport the establishment of Skybound Tax’s working papers, checklists and document records as the service launchesProvide accurate progress updates and record time spent on allocated work where requiredSuggest practical improvements to recurring tasks and take part in relevant tax trainingDesired Skills & Experience:We are looking for someone who enjoys detailed work, communicates clearly and takes pride in producing accurate information.You should have:Previous hands-on experience preparing UK Self Assessment returns is essentialA working understanding of UK Self Assessment and the ability to prepare supporting schedules under supervisionStrong numerical skills, attention to detail and a methodical approach to checking informationConfidence using Excel, client document systems and tax software, with the ability to learn new systemsClear written and spoken English and the ability to communicate professionally with clients and UK colleaguesThe ability to manage several tasks, follow up missing information and meet agreed deadlinesSound judgement about when to ask for help, protect confidential information or escalate a concernExperience with internationally mobile clients or overseas income would be beneficialKey Benefits:A competitive basic salary relevant to experience and qualificationsAnnual leave, public holidays and employee benefits in line with the local employment packageSupport towards relevant professional development and ongoing technical learningPractical experience supporting UK tax clients within an international wealth-management groupClose collaboration with the London team and opportunities to develop as Skybound Tax growsQualificationsA degree in accounting, finance, commerce or a related subject is desirable. We also welcome candidates with relevant practical UK tax experience.Progress towards ATT, ACCA, ICAI or an equivalent recognised accounting or tax qualification would be beneficialEvidence of UK personal tax training or practical experience will be particularly relevantWhat Success Looks LikeSuccess will be measured through the accuracy of your preparation work, reliable progress against deadlines and the quality of support you provide to the wider team.The successful candidate will ensure that:London receives complete, accurate draft returns and case files, with schedules and supporting evidence ready for reviewMissing information and inconsistencies are flagged early, with clear follow-up actionsReview points are addressed promptly, with learning applied to future workWorkflow records and handovers give the UK team a clear view of progressConfidential information is handled securely and concerns are escalated appropriatelySkybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.