Overview
We are seeking a Mixed Tax Senior to provide comprehensive tax services and solutions to a diverse client portfolio in the accountancy industry. The role is located in Guildford and requires a proactive individual with a solid grounding in tax compliance and advisory work.
Client Details
Our client is a prominent player in the accountancy sector, boasting a rich heritage and a large organisational structure. Located in Guildford, they take pride in delivering exceptional services to their clients, fostering a supportive environment for their employees, and contributing positively to the local community.
Responsibilities
Responsibility for the compliance function for a mixed personal tax and corporate tax client portfolio. This includes:
Preparation of personal and corporate tax returns for a broad range of clients
Monitoring tax return progress to ensure timely completion and submission to HMRC
Advising tax clients of tax liabilities due on a timely basis
Liaising directly with clients to ensure accurate and prompt completion of tax returns
Tax advisory duties: attend client meetings, take notes; assist with tax advice arising by creating documents, spreadsheets and reports for the client. Manage the progress of each advisory project. Prepare the necessary tax returns regarding the results of the project. Drafting the fees.
Assistance with employment taxes, including preparation of form P11Ds, assistance with PAYE settlement agreements and preparation of ERS returns.
Ability to prepare ATED returns.
Dealing with technical queries: basic Corporation Tax computations (capital allowance claims, groups, research and development relief claims, overseas withholding tax set off and new loss relief rules), employment related queries (benefit in kind, allowable expenses and ERS returns), basic Capital Gains Tax planning, CGT computations for shares, land & property, spouse and connected party transfers.
Communicating effectively with clients both orally and in writing.
Dealing with all client queries promptly and efficiently.
Reporting to the client partner on all matters relevant to the client's tax affairs including billing.
Identifying tax planning opportunities and following these through with the relevant partner.
Dealing with routine HMRC enquiries from inception to completion.
Other Duties and Tasks
Attend clients' premises and the Firm's other office in London as and when required.
Work with Partners and staff to provide a personal, professional service for the benefit of both clients and the firm.
Attend technical update courses and maintain annual CPD declarations.
Such other duties as may be reasonably expected of the post holder.
Profile
Essential
A minimum of 3 years' tax experience within a professional accountancy practice with CTA qualification/ACA or ACCA qualified or part-qualified (study support available to complete qualification); or QBE (minimum of 5 years).
If not CTA qualified has a willingness to study for CTA.
Demonstrates a good level of understanding of own technical/professional function.
Experience of working on long term client relationships and on a fee basis with clients.
Computer literate with a good working knowledge of Excel.
Desirable
A good working knowledge of Alphatax, CCH Personal Tax and CCH Documents Filing.
Job Offer
A competitive salary range of £40,000 - £50,000.
A supportive and inclusive company culture.
Opportunities for personal growth and career progression.
A dynamic work environment in the vibrant city of Guildford.
Hybrid working.
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Accounting/Auditing and Finance; Industry: Accounting
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