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Tax Executive

4 months ago

Bury St Edmunds, Suffolk, United Kingdom Bond Recruitment Ltd Full time

The Role:

This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients. The primary focus will be on private clients and owner-managed businesses. Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.

What you’ll be doing

  • Managing Client Portfolio:

o Ensure compliance deadlines are met for clients.

o Deliver high-quality client service through meetings, phone calls, and written correspondence.

  • Client Acquisition:

o Onboard new clients via the firm’s website, email, phone inquiries, and marketing efforts (including social media promotion).

  • Tax Return Preparation:

o Prepare complex self-assessment tax returns and related tax calculations for high-value clients and partnerships using the firm’s software (CCH).

o Review non-complex self-assessment tax returns prepared by junior staff.

  • Compliance and Documentation:

o Maintain digital tax compliance and permanent files according to the firm’s guidance.

o Handle all related correspondence with clients, HM Revenue & Customs, and third parties.

  • Tax Advisory Support:

o Assist with planning projects and research technical tax issues.

o Draft clear, concise, and accurate advisory letters for review by senior staff.

  • Training and Risk Management:

o Train junior staff and provide feedback.

o Adhere to internal risk management procedures, including anti-money laundering protocols.

  • Productivity and Targets:

o Manage your own work in progress (WIP) allocation.

o Meet productivity, recoverability, and fee income targets.

  • Collaboration:

o Work closely with other departments and tax team members to provide a cohesive service.

Desired skills

  • Minimum 2-3 years of experience in a tax role, encompassing self-assessment, tax computations, and advisory work.
  • ACCA / ACA / CTA or qualified by experience.

In Return

  • Hybrid offered
  • Competitive Salary & Benefits