Tax Advisory Manager
6 days ago
Job Title:
Tax Advisory Manager
Job Description:
Sarfraz Group Ltd is seeking a highly skilled Tax Advisory Manager to join our team. As a key member of our tax department, you will be responsible for providing expert advice to clients on all aspects of income tax, capital gains tax, and inheritance tax.
Key Responsibilities:
- Dealing with all aspects of income tax, including National Insurance, and capital gains tax.
- Reviewing PAYE coding notices where appropriate.
- Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
- Liaising with clients on routine and ad-hoc assignments, including correspondence by email, telephone, and face-to-face meetings.
- Assisting partners on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, and appropriate business structure.
- Preparing and attending both existing and potential new client 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 clients themselves.
Requirements:
- Minimum requirement to be CTA qualified and have 5 years private client tax experience.
- Client-facing experience is required, including being comfortable speaking to and meeting with clients on a regular basis.
- Good organisational skills will be required to organise your 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 clients' affairs and monitoring your own time budgets.
- Good computer skills, including a sound knowledge of Word & Excel.
Estimated Salary:
£60,000 - £80,000 per annum.
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