Capital Allowance Tax Specialist
7 days ago
Role Overview: We are seeking a highly skilled Capital Allowance Assistant Manager to join our team at Pro-Tax. The successful candidate will be responsible for preparing capital allowances reports, undertaking technical analysis of property documentation, and visiting client properties to carry out on-site inspections.
Responsibilities:
- Engagement Letter Preparation: Prepare engagement letters for clients in accordance with our company's policies and procedures.
- Client Acceptance Obligations: Undertake procedures to ensure compliance with our client acceptance obligations, including conducting thorough reviews of client files and ensuring all relevant documentation is filed appropriately.
- Technical Analysis: Conduct technical analysis of property documentation, including construction information, to identify potential capital allowance opportunities.
- Capital Allowances Reports: Prepare comprehensive capital allowances reports for clients, highlighting potential savings and providing recommendations for improvement.
- Site Inspections: Visit client properties to carry out on-site inspections and surveys, gathering data and taking photographs as required.
- Client Communication: Draft letters and emails to clients, keeping them informed of progress and providing updates on their capital allowances claims.
- File Management: Maintain accurate and up-to-date records of client files, ensuring all relevant documentation is filed appropriately.
- Meetings and Liaison: Attend meetings with clients, lawyers, and project consultants to discuss capital allowances matters and collate project information.
- Legislative Research: Conduct research into relevant legislation and case law related to capital allowances, staying up-to-date with changes and developments in the field.
- Business Development: Assist with business development initiatives, including preparing client proposals and marketing materials.
Requirements:
- Professional Qualifications: Possess professional qualifications in a relevant field, such as accountancy or surveying.
- Experience: Have experience working in a capital allowances team, preferably within a professional services firm or specialist practice.
- Skills: Possess excellent analytical and communication skills, with the ability to work independently and as part of a team.
Benefits:
- Competitive Salary: £60,000 - £80,000 per annum, depending on experience.
- Bonus Scheme: Participate in a bonus scheme, tied to individual and team performance.
- Pension Scheme: Contribute to a pension scheme, with employer matching contributions.
- Annual Leave: Enjoy 25 days' annual leave, plus bank holidays.
Working Environment:
Our offices are located in London, offering easy access to public transport links. We foster a collaborative and supportive work environment, with opportunities for professional development and growth.
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