- Minimum 2-3 years' experience working in a tax role covering self- assessment tax computations and advisory work
- The role will involve a varied portfolio of clients who are based in East Anglia, the home counties, London and internationally and will predominantly relate to the private client and owner-managed business sector. This will involve attendance at meetings, telephone calls and written correspondence;
- Taking on new clients via the firm's website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media;
- Preparation of high value clients' / complex self-assessment tax returns and related tax calculations for individuals and partnerships using the firm's software (CCH), for review by a senior member of staff;
- Review of non-complex self-assessment tax returns and related tax calculations for individuals and partnerships prepared by junior members of staff. Ensuring all digital tax compliance and permanent files are prepared with the firm's guidance and kept up to date;
- Provide support on planning projects and researching technical issues on tax advisory work. Drafting clear, concise and accurate advisory letters for review by a senior member of staff;
- Training of junior staff and liaising with their line manager (as appropriate) including completing relevant feedback forms;
- Ensuring internal and risk management procedures of the firm are adhered to including anti-money laundering procedures and general adherence to the tax department procedures;
- Work with other departments and tax team members to ensure a joined up service and "one team" approach.
- 24 days holiday (excluding bank holidays).
- Birthday Leave.
- Holiday purchase/sale scheme.
- Matching employer pension contributions of up to 6% salary.
- Salary sacrifice arrangement, available for pension contributions.
- Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age.
- Private Health Insurance - Individual cover available.
- Encouragement to develop and learn by attending training courses and CPD events.
- Employee Assistance programme.
- Length of service recognition.
- Social events paid for or subsidised by the firm.
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Accounts Executive - Suffolk, United Kingdom - Lumeg Recruitment
Description
Tax Executive or Assistant Manager (depending on experience)Tax Executive - Private Clients
My client is a unique and powerful combination of Accountants, Tax Advisors, Solicitors, Financial Planners and Investment Managers under one roof.
Their dedicated Tax Team has a wealth of experience in a diverse range of taxation services for a wide range of businesses and entities.
They are looking to recruit a Tax Executive, but if the right candidate came along, they would look to appoint as Assistant Manager.
My client is a multi-disciplinary firm offering accounts, tax, legal, financial planning and investment management services.
They would encourage interest in niche areas and will offer promotion opportunities to staff that grow their portfolios.
CTA/STEP/ACA/ACCA) or qualified by experience;
*
