Tax Advisory Manager

6 days ago


St Albans, Hertfordshire, United Kingdom Sarfraz Group Ltd Full time

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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