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Financial Services Specialist

2 months ago


Altrincham, Trafford, United Kingdom Belinda Roberts Ltd Full time
Capital Allowance Tax Specialist

We are seeking a highly skilled Capital Allowance Tax Specialist to join our team at Belinda Roberts Ltd. As a key member of our Financial Services Business, you will play a vital role in sustaining the growth of our business.

Key Responsibilities:

  • Support clients in identifying qualifying projects for tax benefits.
  • Conduct detailed project technical report calls with clients and key personnel to establish eligible Capital Allowance claims.
  • Draft project technical reports disclosing the projects discussed in the meeting, in line with guidelines for Capital Allowance for Tax purposes.
  • Research and solve tax issues to maximise client benefit.
  • Liaise with industry professionals and accountants regarding Capital Allowance costing and developments.
  • Communicate with clients and accountants to obtain required information for Capital Allowance returns.
  • Complete tax computations to calculate client options and discuss with accountants.
  • Stay up-to-date with changes in tax legislation and communicate with clients and accountants.
  • Manage workload and update progress in internal systems.
  • Maintain high organisation levels and ensure client claims are processed efficiently.

Requirements:

  • Strong client management skills and experience in face-to-face customer meetings.
  • Excellent Excel skills and ability to work with numbers.
  • Knowledge of Capital Allowance Tax and ability to communicate complex information to clients.
  • Ability to work in a fast-paced environment and meet deadlines.

What We Offer:

  • Training and development opportunities to enhance your skills and knowledge.
  • A motivated and supportive working environment.
  • Excellent benefits package.