The Role
:
As a Tax Advisor in a private client department, you will prepare self-assessment tax returns for various income types and asset disposals.
Responsibilities:
1. Work on reliefs for investment schemes including EIS, SEIS, and VCTs.
2. Create profit and loss accounts for self-employed individuals and landlords.
3. Conduct capital gains tax computations and non-resident capital gains tax reports.
4. Handle HMRC enquiries and reconcile tax positions, including for estates and trusts.
5. Ensure compliance and offer advice on international tax matters, such as FATCA.
Requirements:
6. Previously worked as a Tax Advisor or in a similar role.
7. Possess relevant qualifications and experience.
8. Familiarity with taxation, particularly focusing on private client issues including wills, trusts, and estates.
9. Ability to independently manage a caseload with minimal supervision.
10. Excellent prioritisation, initiative, and deadline-meeting skills.
11. Familiarity with STEP would be preferred.
Benefits:
12. £1, welcome bonus after six months of continuous service.
13. 25 days annual leave plus bank holidays.
14. Optional private healthcare after six months.
15. Workplace pension through Scottish Widows.
16. Discount on legal services for staff and immediate family.
17. Introduction bonus for referring new staff.
18. Annual no sick bonus and formal events.