Job Description

Job Role:

• Data entry into tax portal to complete clients tax returns
• Dealing with correspondence and administration relating to the client, including tax return organisers, logging and dealing with HMRC correspondence and managing standard documents
• Liaising with HM Revenue and Customs in relation to status of clients’ tax returns, tax rebates, documents sent/received.
• Maintaining client personal and task tracking information for individuals on the CCH Database and Cloud portal.
• Inputting the tax return information onto the CCH database and eventually submitting the return to HMRC.
• Compiling client files using NitroPro software for the tax returns.
• Being able to extract the relevant and accurate data for client documents necessary for their tax Return and keeping records of received and outstanding information.
• General office admin, scanning and filing.

 

Opportunities:

You will receive full understanding about the tax return completion process for High Net Worth Individuals as well as the fundamentals of the UK tax system.

Should you wish to further progress your understanding and gain the ATT qualification to become a tax professional, this will be supported by the company.

 

Requirements:

Your experience should include the following:

 

• Proven IT skills, ideally in MS Office
• Strong numeric and analytical skills.
• Proven prioritisation, time management and organisational skills.
• Experience of delivering accurate and thorough work.
• Reliability in customer service and problem solving skills.
• Proactive, self-motivated and able to take responsibility for own work under own initiative.
• Able to work to strict deadlines
• Strong team working skills, able to build and maintain trusted relationships with both clients and colleagues.
• Excellent communication skills (verbal and written) and the ability to liaise confidently and professionally at all levels.
• Efficient management of client documents, using paper and electronic filing.

 

Remuneration and Benefits:

• Competitive Salary
• Annual Bonus
• Pension after qualifying period
• PMI with Bupa after qualifying period
• Financial qualifications assistance
• Overseas conferences
• Ad-hoc incentives
• Birthday Lie in
• Gym and active discounts

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

By applying for this role, you confirm that you have the right to work in the UK.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

Required Knowledge, Skills, and Abilities

• Proven IT skills, ideally in MS Office • Strong numeric and analytical skills. • Proven prioritisation, time management and organisational skills. • Experience of delivering accurate and thorough work. • Reliability in customer service and problem solving skills. • Proactive, self-motivated and able to take responsibility for own work under own initiative. • Able to work to strict deadlines • Strong team working skills, able to build and maintain trusted relationships with both clients and colleagues. • Excellent communication skills (verbal and written) and the ability to liaise confidently and professionally at all levels. • Efficient management of client documents, using paper and electronic filing.