Tax Assistant

Responsibilities
As a Tax Assistant the individual's main duties will be:
Prepare and complete Personal, Trust and Estate Return forms;
Provide advice and assistance to Clients and Trustees in relation to Income Tax and Capital Gains Tax matters;
To ensure correct tax returns are prepared and submitted to HMRC within time limits. This will include preparing returns for individuals, trusts, estates and charities;
Lodge Tax Returns within time limits;
Prepare and check schedules of dividends;
Complete Capital Gains Tax calculations;
Maintain and up-date the Capital Gains Tax records and other appropriate records;
Agree correct tax liabilities with the HMRC within time limits;
Ensure clients are advised of their tax payments and repayments position and check that such payments or repayments are made/received as necessary;
To maintain the profitability of tax compliance work by recording time spent on clients accurately and ensuring work is carried out efficiently and with no time wastage;
Maintain good relations with clients;
Respond promptly to clients', HMRC and other agents queries and correspondence;
Review own clients regularly to ensure files, section records and other matters, including feeing tax matters, are up-to-date;
Review annually the client's affairs against a check list to consider if tax mitigation is possible and provide pro-active tax advice on the mitigation of tax liabilities;
Report to Principal - Tax Services promptly when important issues arise;
Liaise with HMRC on various tax matters;
Maintain up to date knowledge of relevant tax legislation and rules;
Administration duties within the Tax Department; and
Assist other members of the Tax Section as required.
Skills/Qualifications
Previous tax administration or experience in a similar role is required and knowledge of Microsoft Office Packages is essential. You should have strong processing skills, be numeric and a high degree of accuracy is essential. You are expected to be a strong team player who also has the ability to work on their own initiative with minimum supervision.
Successful candidates will preferably be ATT qualified or currently studying the ATT but this is not essential. There is the opportunity to undertake professional tax qualifications.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.