Tax Specialist

Date Posted: 1st May 2024

Tax Specialist

Location: Newton Abbot, Devon
Contract: Permanent
Closing Date: 30th June 2024

Job Description

Within this role you will be responsible for providing the firm with all necessary Tax support. This includes assisting with a wide variety of ad hoc Tax queries, advisory work as well as Corporate and Personal Tax compliance for a variety of clients, delivering efficient management of client tax returns and correspondence with the client and HMRC where appropriate.

Role & Responsibilities

• Review of Tax Returns for individuals, trusts and partnerships as well as Corporate Tax Returns
• Preparation of correspondence for submission to client and HRMC, directly liaising with both parties throughout
• Assistance with the provision of pro-active tax planning for clients
• Provide Tax compliance and advisory services for a wide range of clients
• Comply with internal policies and procedures, ethical standards and regulatory requirements
• General admin duties to provide support to Partner, managers, and the office
• Manage a 300+ client portfolio
• Billing
• Tax Planning including IHT
• Probate Work
• Dealing with pure Tax PNC’s (potentially new clients)
• Help Train Juniors in Tax, as well help manage their workloads
• Provide assistance firm wide with all Tax queries, ranging from juniors up to Partners
• Ad Hoc Work, including R&D claims, Capital Gains, Employment Taxes, company restructuring, and a significant amount of various other Tax issues

Required Experience

• Approximately 3 years’ experience in practice

Desired Skills

• ATT qualified or equivalent with 5 years experience
• Probate qualification desirable but not required
• Tax software such as CCH or similar essential
• Ability to show initiative and work within a team
• Ability to build good client relationships
• Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
• Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations
• Knowledge of accounting software such as Sage, QuickBooks, or Xero – desirable but not essential

Qualifications

• ATT qualified or equivalent with 5 years experience

Benefits

• 20-25 days holiday, plus bank holidays
• 1 extra holiday day for Christmas
• An additional 0.5 days holiday after each year
• Flexi time
• Medicash cash plan
• Online discount shopping portal
• Access to a 24 hour employee helpline
• 1 day working from home
• Payment of 1 professional subscription per year
• Fully funded training qualifications
• Training bonuses for AAT, ACA and ACCA student
• Parking permit salary sacrifice
• Employee referral bonus of up to £1500
• Dress down Friday
• Wellbeing team
• Life assurance after 1 year for Senior Managers