Date Posted: 1st December 2023
Tax Specialist
Location:
Newton Abbot, Devon
Contract: Permanent
Closing Date: 31st December 2023
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
