Working with your own high net worth client portfolio your role will provide exposure to the following duties and responsibilities:
Personal and Corporate Tax
Preparation/review of personal tax returns for a wide variety of clients.
Assisting with the management of a client portfolio.
Communicating with clients via email/telephone and being a point of contact.
Preparation of capital gains tax calculations.
Liaising with HMRC on behalf of clients.
Assisting with HMRC enquiries into personal and corporate tax returns.
Assisting with HMRC disclosures such as Let Property Campaigns and Worldwide Income Disclosures.
Preparation/review of forms P11D.
Prepare corporation tax computations and LLP income tax computations and review those prepared by the accounts/audit team for corporate clients.
Assisting the Managers and Directors with research into other technical areas.
Opportunity to work with Managers and Directors on tax advisory projects for existing clients and prospects (for example, restructuring/reorganisations, remuneration planning, incorporations, share buy-backs, R&D tax credits, EMI schemes, EIS and SEIS applications).
Training and supervision of junior team members.
Involvement in management of the team.
Preparation of fees for clients.
Personal Specification
This list is not intended to be exhaustive nor is the order of listing to be taken as an indication of importance
Skills, Experience and Attributes required:-
Preferably ATT/CTA Part or Fully Qualified, however candidates with ACA/ACCA/STEP or QBE who have been working in tax long-term gaining the skills outlined for the role.
Preferably with a keen interest in trust/inheritance tax who want to develop their expertise in this area
Strong literacy and numerical skills
Strong base of experience in a mixed tax role, preferably with a minimum of 50% Corporate Tax practical knowledge.
Strong IT skills - Excel and ideally Iris
A minimum of 3 years practice experience
Good up-to-date technical knowledge including recent developments within the tax arena
Strong communication skills - oral and written, ability to deal with variety of people in different environments
Organised - ability to deal with a variety of tasks and managing a varied workload
Client focused
Commercially aware
Ability to work well under pressure
Willingness to learn new skills
Adaptable to change
Self-motivated
Be positive and committed to the firm in dealings with both clients and team members
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.