Tax Senior
Location - Guildford
Office based Monday to Friday.
Our ref KL104
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Duties:
To provide personal tax compliance and payroll support to a growing business within the finance sector who deal with both individuals and corporate clients.
General tax administration, payroll and compliance.
* To include all duties of an Administrator and Tax Assistant
* To prepare more complex Tax Returns and liaising with clients for data capture
* Completing technical research work and planning emails to client, with manager overview
* Mentor advisor/graduate levels, assist with training where appropriate, review email drafts and basic returns and start to delegate work for initial review
* Taking responsibility for client arrival and departure meetings including all client follow up.
* Attending complex meetings with AM and above and completing any follow up with client where applicable.
* To become an alternative client contact to selected clients
* Completing Social Security and payroll applications
* Identifying planning opportunities and advisory work or assisting with this
* Start to take phone and email enquiries and draft replies to bring onboard client
* To assist with any other administrative and/or client work as and when required
Reporting to the Senior/Tax Manager, the...