Job Description

You will be responsible for delivering a world class personal tax compliance service to clients.

• Preparing self-assessment tax returns, providing an all-round service with the emphasis on each client’s individual requirements.
• Managing allocated portfolio of clients.
• Completion of self-employed accounts and schedules of income from property.
• Demonstration of knowledge with regards to tax credits, tax codes, gift aid relief claims for charities and dealing.
• Working closely with the corporation tax compliance team to obtain information required to complete clients’ self-assessment tax returns.
• Managing and supervising junior members of the tax team as directed
• Review and manage all filing deadlines:
  • Payment of (SA) Personal Tax
  • Deal with Penalty notices and appeals
• Communication with clients and various third parties via telephone, email and written correspondence
• Assistance with preparation/completion of various other notification forms
• Various other tasks and assistance with ad hoc project work as and when required

Required Knowledge, Skills, and Abilities

• Part qualified CTA / Qualified ATT with a minimum of 3 years’ experience in a private practice Tax environment.
• Technically strong with a passion for knowledge and the ability to think creatively
• Confident in dealing with clients at all levels, great communicating skills with clients over the phone or face to face
• Strong written communication skills to write reports when required
• Excellent time management skills to ensure all deadlines are met
• Organized and efficient