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Tax Assistant
3 months ago
This is a great opportunity to join a company and grow with them into a fully qualified Tax Manager
Key
Responsibilities:
Client Management:
- Manage a portfolio of personal tax clients, ensuring all tax matters are handled efficiently and effectively.
- Build and maintain strong relationships with clients, providing tailored tax advice and solutions.
Tax Compliance:
- Prepare and review personal tax returns, ensuring accuracy and compliance with relevant tax laws and regulations.
- Ensure timely submission of all required tax filings and payments.
- Keep up-to-date with changes in tax legislation and communicate relevant updates to clients and team members.
- Provide expert advice on a range of personal tax matters, including income tax, capital gains tax, inheritance tax, and trusts.
- Advise clients on tax planning strategies to optimize their tax position and minimize liabilities.
- Work closely with other departments within the firm to provide holistic financial advice to clients.
- Identify opportunities to improve internal processes and systems for tax compliance and reporting.
- Implement best practices and ensure adherence to firm policies and procedures.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field.
- Working towards a professional qualification such as CTA, ATT, ACA, ACCA, or equivalent.
Experience:
- Public accounting firm or tax consultancy is preferred but not essential
Skills:
- Some knowledge of personal tax legislation and compliance requirements.
- Excellent analytical and problem-solving abilities.
- Ideally experience of in using tax software and Microsoft Office Suite.
- Exceptional communication and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines