Mixed Tax Senior

Key Responsibilities

• Undertake technical support and research in delivering tax services as directed to meet client needs liaising with relevant Manager


• Prepare personal tax returns for review by Manager


• Undertake basic tax planning, projects, compliance matters and deal with client queries.


• Draft correspondence to clients for review by Manager.


• Obtain an understanding of the principles of residency, ordinary residency and domicile, capital gains tax, inheritance tax and understand the taxation of death estates and trusts.


• Undertake the delivery of the complete tax computation and return for typical straight forward companies ready for review by a Manager.


• Take responsibility for compliance administration and quarterly and year end processes.


• Work in collaboration with the team to share knowledge and ideas to assist in the communication and achievement of team goals.


• Start to develop profile and build knowledge in a specific area of technical expertise.


• Engage positively with the business and advocate the firm’s values.


• Take responsibility for own personal and professional behaviour.


• Actively progress own learning and development.


• Act with honesty and integrity in all dealings with clients, contacts and colleagues whilst respecting confidentiality and building trust.

General

• Take ownership of work/assignments/portfolio


• Take responsibility for following the firm's procedures


• Meet all targets set by the firm


• Maintain client confidentiality

Technical, Training and Skills Levels 

• Qualified ATT and beginning stages of CTA (ideal but not essential)


• Appropriate experience within relevant tax discipline at this level (3-5 years)


• Develop good technical and compliance knowledge and skills and develop an area of expertise with support


• Maintain professional scepticism


• Start to understand and identify business risk


• Effective use of business tools and IT


• Excellent communication skills (oral and written)


• Good planning, time management and organisational skills


• Effective team player


• Build relationships with peers internally and externally


• Excellent client liaison skills


• Start to develop specialist expertise relevant to servicing client portfolio


• Build business acumen


• Engage positively with the business

Benefits

• 33 days annual leave (including bank holidays)


• 1 additional family day


• Flexible working


• Team socials


• Cycle to work scheme


• NLP+ discounts


• EAP scheme (including 8 free 24/7 counselling session per year)


• Relaxed dress code


• NLP football 5-a-side


• Christmas office closure


• Virtual GP service


• Annual flu and covid jab


• Optical care