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This is an opportunity to join a dynamic tax team in my client's Birmingham office. The postholder will be responsible for the annual compliance work on their own portfolio of clients, working directly for partners. They will also be responsible for assisting the partners with planning issues and for training and supervision of staff.
The client base consists mainly of HNWIs including sole-traders and partnerships. Although the majority of my client's customers are UK resident; non-resident and non-domiciliary issues do arise and in particular planning for individuals coming to and from the UK. They also have a number of customers who are beneficiaries of UK and non-UK trusts.
Key Responsibilities- Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
- Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the customer and electronically filing them.
- Liaising with customers on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
- Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate business structure.
- Preparation and attendance at both existing and potential new customer meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
- Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
- Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the customers themselves.
- Promptly dealing with routine post received in connection with those customers.
- Prioritising and organising own work to ensure consistently high standard of customer care and to meet HMRC deadlines - working without supervision and to show initiative in dealing with customers' affairs.
- Billing customers on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
- Responsible for monitoring own time budgets and chargeability.
- Attendance and contribution at internal departmental management meetings.
- Networking at events for business development.
- Minimum requirement to be CTA qualified or equivalent and have 5 years' private client tax experience
- Customer facing experience is required including being comfortable speaking to and meeting with customers on a regular basis.
- Good organisational skills will be required to organise their own work to ensure that all deadlines are met.
- Ability to work independently without the need for supervision, and able to show initiative in dealing with customers' affairs and monitoring their own time budgets.
- Good computer skills including a sound knowledge of Word & Excel are required.
- People management skills
- Commercial awareness
If you're passionate about personal tax, enjoy working in a fast-paced and supportive environment, and are ready to take the next step in your career, we'd love to hear from you.
