Overview

Department: Personal Tax

Employment Type: Permanent

Location: London

Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands-on compliance and ad-hoc advisory capacity.

Key Responsibilities

• Request Tax Return information from the client or audit team
• Prepare and review complex Tax Returns using CCH
• Liaise with HM Revenue & Customs on the client's behalf
• Deal with HMRC enquiries in respect of clients allocated to your portfolio
• Monitor WIP and raise bills in a timely fashion
• Identify opportunities to develop the firm's business from your portfolio
• Attend client meetings as appropriate
• Assist on consultancy projects, which will include letter and report writing to a wide range of audiences as well as meeting with clients to go through such letters and reports
• Undertake technical research in areas such as, but not limited to, remittance basis, capital gains tax, inheritance tax and trusts.

Skills, Knowledge & Expertise

• ATT qualified
• Demonstratable experience within the tax cycle seasons
• Varied practical and technical personal tax knowledge
• IT literate
• Excellent verbal and written communication skills
• Time management skills and experience in meeting deadlines

Desirable:

• CTA qualified
• Knowledge of CCH Personal Tax
• Previous experience in a client facing role
• Strong letter and report writing skills
• Confident dealing with stakeholders of varying levels
• Proactive approach to work and problem solving
• Evidence of continuous CPD

Job Benefits

• Dress for the day
• Flexible and hybrid working
• Early finish Fridays during Summer
• 28 days holiday plus up to 3 days when offices close over Christmas with the option to purchase 5 extra days per year
• Employee discount scheme
• Season ticket loan
• Wedding/Civil Partnership Gift
• Employee assistance programme
• Private medical insurance
• Death in service
• Social events