Tax Executive

2 weeks ago

Bury St Edmunds, United Kingdom Independent Resourcing Consultancy Full time

**Tax Executive - Private Clients**:

- Job Reference: 00001160-1
- Date Posted: 3 May 2024
- Recruiter: Independent Resourcing Consultancy
- Location: Bury, St. Edmunds
- Remote Working: Some remote working possible
- Salary: On Application
- Bonus/Benefits: Competitive Salary
- Sector: Accountancy
- Job Type: Permanent
- Contact: Eamon Behan

This Hybrid position entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients. The primary focus will be on private clients and owner-managed businesses. Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.

**What you’ll be doing**
- **Managing Client Portfolio**:

- Ensure compliance deadlines are met for clients.
- Deliver high-quality client service through meetings, phone calls, and written correspondence.
- **Client Acquisition**:

- **Tax Return Preparation**:

- Prepare complex self-assessment tax returns and related tax calculations for high-value clients and partnerships using the firm’s software (CCH).
- Review non-complex self-assessment tax returns prepared by junior staff.
- **Compliance and Documentation**:

- Maintain digital tax compliance and permanent files according to the firm’s guidance.
- Handle all related correspondence with clients, HM Revenue & Customs, and third parties.
- **Tax Advisory Support**:

- Assist with planning projects and research technical tax issues.
- Draft clear, concise, and accurate advisory letters for review by senior staff.
- **Training and Risk Management**:

- Train junior staff and provide feedback.
- Adhere to internal risk management procedures, including anti-money laundering protocols.
- **Productivity and Targets**:

- Manage your own work in progress (WIP) allocation.
- Meet productivity, recoverability, and fee income targets.
- **Collaboration**:

- Work closely with other departments and tax team members to provide a cohesive service.

**Desired skills**
- **Minimum 2-3 years of experience in a tax role, encompassing self-assessment, tax computations, and advisory work.**:

- ACCA / ACA / CTA or qualified by experience.

**In Return**
- Competitive Salary & Benefits

**Next Steps**

**Does this sound like an opportunity that aligns with your career ambitions?**

**We look forward to starting your journey with you

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