The world of accountancy is constantly changing and clients want real time information on how their businesses are operating and where improvements can be made. At TaxAssist Accountants, we aim to be market leaders in providing these insights to small businesses through being proactive and utilising technologies to achieve these goals.
We are looking for people who want to work with modern technology and who can build relationships with clients to help them see how this will help their business operate efficiently and effectively. Most of our people working in a TaxAssist practice will get real experience across all business types and industries which many accounting firms cannot offer.
Ideal candidates will work well on their own initiative, will thrive when faced with new challenges, will be forward thinking and embrace technology and how it changes what we do.
Our People Stories
Carl Whitehead - Loughborough / Shepshed
Staff member to TaxAssist Accountants practice owner.
Since joining TaxAssist Accountants as a member of staff for former franchisee Phil Marriott, Carl Whitehead has seen his career blossom, having worked his way up from accounts manager to practice manager before becoming a shareholder, director and practice owner.
Carl started his accountancy career at a chartered accountancy firm, but while the training helped him master the basics, he still felt held back by the firm’s resistance to change. Wanting a broader experience of accountancy and tax, he jumped at the opportunity when a vacancy arose at his local TaxAssist Accountants practice.
“Working for Phil proved a fantastic way to build up my knowledge in the running of a practice,” explained Carl, who was 27 at the time. “I got a broader experience of accountancy and tax, which allowed me to see and build up a rapport with clients and that's how you progress to senior positions, seeing clients, signing them off and giving them advice.”
Fortunately for Carl, Phil was considering his future and his route to exit and had decided he wanted to sell to an established member of staff rather than externally. In 2011 the two shook hands on a deal which saw Carl becoming an equity partner and director of the business.
When the time came for Phil to retire, he was full of praise for his business partner. “My chosen exit route of appointing a business partner has been a great experience...I have been able to see Carl grow in confidence and to take comfort from the knowledge that the business will be in great hands.”
After a demanding few years, Carl has decided to take it a bit easier for now, as he concentrates on further embedding his practices in the local communities – not bad going for someone who was running his own practice by 30.
Carl Whitehead has three TaxAssist Accountants shops in Long Eaton in Derbyshire and Loughborough and Shepshed in Leicestershire. He looks after 450 clients with the assistance of his team of eight colleagues.
Hannah Campbell - Dalkeith, Leith, Fairmilehead and Musselburgh in Scotland.
Staff member to TaxAssist Accountants practice owner.
Hannah Campbell joined TaxAssist Accountants in 2014 when she was 24. Here she shares her inspiring journey working her way up from Assistant Practice Manager to Franchisee, operating in Dalkeith, Leith, Fairmilehead and Musselburgh in Scotland, all before the age of 30.
"I heard from a friend about an opportunity at TaxAssist, local to me, who were looking for a Practice Manager. I was initially unsure as I was reluctant to move from Industry into Practice, believing there would be more opportunities for development and progression in Industry. It seemed like this could be a good fit for me and the franchisee Alasdair explained all of the advantages of being part of a franchise including ongoing training opportunities, the technical helpdesk and being part of a large network to learn from, so we had a follow up meeting and I accepted the offer to come and work at TaxAssist.
"I quickly adapted to the role and started getting to know our clients and their businesses, and really enjoyed the variety – no day was the ever the same! I particularly enjoyed learning from Alasdair about how he ran the business.
"Alasdair’s goal when he started the business was always to create an asset, in order to fund his retirement, and there had been a casual conversation where I was asked if I might be interested in buying into the business in the future. I said yes, I potentially would be, but that I didn’t have that sort of money and couldn’t see me being able to raise it.
"In 2015 Alasdair said if I was serious about things then we could start the ball rolling on a management buyout, and so we began the process of speaking to banks, lawyers and tax advisors to see how to go about things.
"When I first joined TaxAssist, people saw the practice as a stepping stone where they could gain experience before moving on to a bigger company. Now, we have a really great team and culture, my staff know there are training and career progression opportunities for them if they work hard, and I am supporting multiple employees through their AAT and ACCA studies.
"For me, being part of a franchise network is the best of both worlds. We are a small business so can relate and empathise with our customers, I get to make my own decisions about the business and yet we are part of this massive network made up of the very supportive franchisor, directors and staff, as well as all of the other franchisees. I love getting ideas and sharing best practices with the other franchisees and being able to help others with any advice I can share.
"After I buy the rest of the business from Alasdair, my next goals will be to get the business to £1m turnover and to open a 5th shop location."
Laura Rushton - Lincoln
Laura joined TaxAssist Accountants Lincoln in 2008 as a trainee accountant.
Since then she has achieved three qualifications (AAT, ACCA and BSc (hons) in Applied Acccounting) and has continually improved her knowledge and skills through taking advantage of the opportunities that are on offer, both through the local business in which she works, but also from the national training courses which are provided through the Support Centre.
“TaxAssist has a very friendly ethos, and the experience of working in a small practice that is part of a larger network of accountants is exceptional.”
Lucy Barnett - Lincoln
"I have been working within an accountancy environment for 16 years in both practice and industry roles. I joined TaxAssist Lincoln in May 2015 and I haven’t looked back. I initially joined as a client manager and I have progressed to the role of Office Manager."
"What I like most about working within TaxAssist is that you really feel part of the community, helping people that need it most."
“I never have a dull day; I enjoy meeting with existing and potential clients and the exposure to accounts and tax work. The ability to stay ahead of the curve within our industry provides many opportunities to develop. ”
“My personal underlying aim is to help clients understand their reporting obligations and help them use tax reliefs to their best advantage; I feel I have the freedom and support to be able to do this. We have a great team and a relaxed friendly atmosphere, which makes TaxAssist Accountants a great place to work!”
Training & Development
Continuous learning is an essential feature of life at TaxAssist Accountants. Sitting within a small team, but with access to advice and guidance from the central Support Centre, you will receive great exposure to client support queries and on-the-job coaching. We encourage staff to pursue professional qualifications and regular formal training.
TaxAssist takes its commitment to staff development very seriously and can offer a two-year diploma course for senior practice staff designed to nurture management and leadership skills. There are also regular webinars covering business development, accounting, tax and software training days for staff to attend.
A number of franchisees in the network are also recognised as ICAEW accredited trainers, helping to attract and retain talented individuals by offering the ACA qualification.
As part of a network of over 375 offices all the UK, you could join a wider team and will have the opportunity to share in best practice sharing sessions to encourage cross learning. Knowing that happy teams who feel engaged and supported are key to the success of a practice, TaxAssist holds regular staff regional meetings at Hampton Manor Hotel in Solihull.
Network Wellbeing Service
As a caring franchisor, we recognise that the health and wellbeing of our franchisees and their staff is paramount.
That is why we introduced our Health Assured employee wellbeing service as a free support service to our UK and Irish networks of franchisees, their staff and immediate family members (spouse/ partner and children aged 16-24 years in full-time education, living in the same household).
In addition to the suite of support and advice services available on the Health Assured website, their Life Support unit now includes a Covid-19 section with information tailored to assist during the current situation.
Karl Sandall, our Group Chief Executive, said: “I am passionate about mental health and the wellbeing of our people and I am delighted we are providing this to all our staff, franchisees and staff of franchisees in UK and Ireland... nothing more than they all deserve.”
All TaxAssist Accountants have access to a cutting-edge software suite to enable them to run modern and efficient practices. This includes onboarding, practice management, tax and accounts compliance, data capture and digital bookkeeping. We are not a paper- based business and you won't spend your time stuck in excel for days on end.
We regularly use automation apps, such as Receipt Bank, to take the monotonous work away and allow more time to help clients better understand their business finances. As technology continues to develop, so do we, and we ensure that teams have access to expert training on market leading software.
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Choose the right accounting firm for you
Running your own business can be challenging so why not let TaxAssist Accountants manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?
We specialise in supporting independent businesses and work with over 79,000 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.
We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our 402 locations, meet with us online through video call software, or talk to us by telephone.
Changing accountants is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.