TAX EXECUTIVE

I am delighted to be partnering with a unique and innovative professional services firm organisation based in Bury St Edmunds seeking to recruit a Tax Executive managing a varied portfolio of Private Clients.

Key responsibilities will include:

• Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard.
• Taking on new clients via the firm’s website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media.
• Preparation of high value clients’ / complex self-assessment tax returns and related tax calculations for individuals and partnerships using the firm’s software (CCH), for review by a senior member of staff.
• Review of non-complex self-assessment tax returns and related tax calculations for individuals and partnerships prepared by junior members of staff.
• Ensuring all digital tax compliance and permanent files are prepared with the firm’s guidance and kept up to date.
• Provide support on planning projects and researching technical issues on tax advisory work. Drafting clear, concise and accurate advisory letters for review by a senior member of staff.
• Training of junior staff and liaising with their line manager.
• Ensuring internal and risk management procedures of the firm are adhered to.
• Responsibility for own WIP allocation.
• Work with other departments and tax team members to ensure a joined up service and "one team" approach.

The successful candidate will be part / fully qualified (CTA / ACA / ACCA) or qualified by experience with 2-3 years’ experience in a tax role.

For further information, please contact Laura Vatter.