A Tax Assistant is an entry-level professional responsible for supporting senior accountants and tax managers in ensuring that individuals and businesses meet their legal tax obligations.
In 2025, the role has evolved into a hybrid positioncombining traditional accounting with tax technology. Modern assistants are expected to use AI-driven software to automate data collection while focusing their manual efforts on auditing those outputs for accuracy.
## Core Responsibilities
The duties of a Tax Assistant generally fall into three categories: compliance, administration, and research.
Tax Preparation: Drafting basic individual (Self-Assessment), corporate, and partnership tax returns. This includes calculating liabilities, deductions, and credits.
Data Management: Gathering financial records (invoices, receipts, bank statements) and ensuring they are correctly mapped in accounting software like Xero, QuickBooks, or CCH.
Compliance Tracking: Managing the Tax Calendar to ensure all federal, state, or local filings are submitted before strict legal deadlines.
Tax Authority Liaison: Drafting correspondence to authorities (like the IRS or HMRC) and assisting with the documentation required for audits or tax notices.
Technical Research: Performing basic research on changing tax laws or new green tax incentives (ESG) to support senior staff with advisory memos.
Administrative Support: Processing tax extensions, managing e-filing systems, and maintaining secure digital records in compliance with data privacy laws.