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.

Location

The 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 Responsibilities

UK Tax Return Preparation

• Prepare draft UK Self Assessment tax returns and supporting calculations using approved tax software and templates

• Process information relating to employment, pensions, savings, dividends, property income and capital gains, within your experience and agreed scope

• Support the preparation of self-employment schedules and other supplementary pages where required

• Prepare property income and investment schedules, reconciling figures to source documents and flagging discrepancies

Client Information and Communication

• Issue information requests and follow up outstanding documents within agreed timescales

• Compile residence and travel timelines from client records and flag missing dates or supporting evidence for London to review

• Handle routine client queries professionally and refer technical advice requests to the UK team

• Keep colleagues informed of outstanding information, progress and any risk to delivery dates

Review and Submission Support

• Hand over complete files with draft returns, working papers, prior-year returns and supporting evidence, with outstanding questions clearly marked

• Prepare client approval packs under supervision and assemble draft HMRC and pension treaty claim packs for London to review

• Support electronic filing only once the required internal review and client approval have been recorded

• Retain filing confirmations and update completion records, escalating rejected submissions or discrepancies

Workflow and Deadline Management

• Maintain an up-to-date record of allocated returns, next actions and agreed deadlines

• Prioritise work with the Assistant Tax Manager, particularly during peak filing periods

• Identify delays or capacity concerns early and provide clear handovers between Mumbai and London

Quality and Confidentiality

• Follow agreed onboarding, identity-checking and document-handling procedures within your responsibilities

• Use approved systems and access controls when handling confidential client and financial information

• Escalate suspected errors, unusual transactions, complaints or compliance concerns promptly

• Follow documented preparation checklists and apply feedback to reduce recurring errors

Service Development and Reporting

• Support the establishment of Skybound Tax’s working papers, checklists and document records as the service launches

• Provide accurate progress updates and record time spent on allocated work where required

• Suggest practical improvements to recurring tasks and take part in relevant tax training

Desired 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 essential

• A working understanding of UK Self Assessment and the ability to prepare supporting schedules under supervision

• Strong numerical skills, attention to detail and a methodical approach to checking information

• Confidence using Excel, client document systems and tax software, with the ability to learn new systems

• Clear written and spoken English and the ability to communicate professionally with clients and UK colleagues

• The ability to manage several tasks, follow up missing information and meet agreed deadlines

• Sound judgement about when to ask for help, protect confidential information or escalate a concern

• Experience with internationally mobile clients or overseas income would be beneficial

Key Benefits:

• A competitive basic salary relevant to experience and qualifications

• Annual leave, public holidays and employee benefits in line with the local employment package

• Support towards relevant professional development and ongoing technical learning

• Practical experience supporting UK tax clients within an international wealth-management group

• Close collaboration with the London team and opportunities to develop as Skybound Tax grows

Qualifications

A 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 beneficial

• Evidence of UK personal tax training or practical experience will be particularly relevant

What Success Looks Like

Success 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 review

• Missing information and inconsistencies are flagged early, with clear follow-up actions

• Review points are addressed promptly, with learning applied to future work

• Workflow records and handovers give the UK team a clear view of progress

• Confidential information is handled securely and concerns are escalated appropriately

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.