We require a Tax Advisor to deal with the UK personal tax affairs of individuals, estates and trusts, and assist with the Firm’s annual reporting (CTCs and CGT reports).
Key Accountabilities
- Responsible for managing a book of personal tax clients for individuals, sole traders and trusts;
- Completion of tax returns, ensuring they are submitted by the January deadline;
- Advising clients on their tax liabilities/repayments and ensuring that requested payments are made;
- Raising invoices and drawing any fees due in respect of all taxation fees due, keeping necessary records and reviewing debtors;
- Setting up and maintaining client records on the taxation system;
- Manually calculate client’s Capital Gains Tax positions, maintaining the data in the CGT system, and updating the Investment Managers as required;
- Assist with the production of annual tax reports;
- Provide technical support to other areas of the business as required;
- Making referrals to the Wealth Planning and/or Investment Management teams as appropriate; and
- Keep up to date with tax changes and sharing this knowledge with the team and wider business as appropriate.
Competencies / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
- Empathy and the ability to deal with sensitive situations.
- Attention to detail.
Qualifications / Experience Required
- At least 12 months experience of working with UK personal tax in a commercial environment
- A broad understanding of UK personal tax
- Ability to work under pressure/prioritise workloads
- Experience of managing a book of clients would be beneficial
Contractual Hours
9.00am – 5.30pm, Monday to Friday
Get In Touch
Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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