Financial Compliance Specialist

2 days ago


Preston, Lancashire, United Kingdom Agility Resoucing Full time

Establish a career in tax advisory with Agility Resoucing as a Financial Compliance Specialist. Your role will involve managing a portfolio of personal tax clients, providing expert compliance advice and ensuring timely submission of self-assessment tax returns. This opportunity is ideal for individuals looking to broaden their experience within a supportive tax team.

About the role:

  • Manage a portfolio of personal tax clients, including sole-traders, partnerships and directors.
  • Provide expert compliance advice and guidance to clients.
  • Assist partners and accounts teams with ad-hoc queries.
  • Prepare and file self-assessment tax returns and ensure deadlines are met.
  • Manage billing processes for client portfolios.

Requirements:

  • Prior experience working in a tax role within private practice.
  • Proactive approach to identifying opportunities for clients to make tax savings.
  • Proficiency in using IRIS software desirable but not essential.
  • Agility to work full-time or part-time considered.

Remuneration:

  • Competitive salary: £30k+ per annum.
  • Auto-enrolment pension scheme.
  • Structured career path within Agility Resoucing.


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