Job Description

The role involves working with our clients’ finance and property teams to maximize the tax relief on their capital expenditure projects, whilst also experiencing a role in a global professional services firm.

• Preparing Capital Allowance tax relief claims for submission to HMRC.
• Considering the availability of other tax reliefs including revenue relief, Land Remediation Relief and Structures and Buildings Allowances.
• Meeting with clients and potential clients to explain our services.
• Coordinating and liaising with clients and contractors to assist with analyzing capital expenditure for Capital Allowance purposes.
• Undertaking client site visits to help identify qualifying expenditure.
• Valuing fixtures using SPONS and other recognized HMRC approved sources.
• Undertaking Just Apportionment calculations including land valuations in line with HMRC’s methodology.
• Preparing documentation and liaising with HMRC in response to enquiries into Capital Allowance claims.
• Acting as a point of contact on specific Capital Allowance projects for any queries from the wider business.
• Preparing technical reports on an ad hoc basis in response to specific client queries.
• Working collaboratively with other members of the National Capital Allowances team.
• Developing supportive and effective working relationships with members of the team and providing cooperation and input whilst informing others of own activities and progress.
• Reviewing work completed by junior staff for accuracy and completeness, and to provide constructive feedback.
• Ensuring that the Capital Allowance engagement team are fully updated on progress and any issues that might affect the client relationship.
• Communicating confidently and knowledgably with Managers, Senior Managers, Directors and Partners within the firm.

Required Knowledge, Skills, and Abilities

• Relevant professional qualification, for example ATT, RICS, ACA and/or CTA.
• High level of tax technical knowledge of the UK’s Capital Allowances rules.
• Experience in preparing and submitting Capital Allowance tax relief claims in all sectors (experience of making land remediation relief claims would be desirable but not essential).
• Knowledge of claims over a broad range of sectors and different types of capital projects such as new builds, acquisitions, refurbishments, extensions and fit-outs.
• Proven experience in client handling and managing a busy portfolio.
• Excellent communication skills in a range of situations both written and oral.
• Demonstrates an understanding of wider business and economic issues.