Senior Tax Adviser

Oldfield Accountancy & Advisory; Coventry; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable accountancy firm in Coventry seeks a skilled Tax Project Manager to oversee the timely completion of diverse tax projects, ensuring compliance with legislation and quality client service. The role involves preparing and analyzing tax implications, mentoring junior staff, and maintaining strong client communications. Benefits include a generous salary, flexible working hours, and professional development opportunities.

Benefits

Generous base salary

Company car or car allowance

Free lunch 4 days per week

30 Days Holiday (incl. bank holidays)

Flexible working hours

Profit share scheme

Fully funded study package

Medical insurance

Reward Lunches

Team Building days

Young and vibrant team

Qualifications

• High level of expertise in Corporation Tax, Income Tax, Capital Gains Tax.
• Excellent attention to detail using internal checklists.
• Strong ability to provide expert advice on complex tax matters.

Responsibilities

• Oversee project plans for tax projects.
• Prepare tax analysis documentation.
• Review projects of junior advisors for compliance.
• Maintain strong client relationships.

Skills

Solutions mindset

High level of expertise in all relevant direct taxes

Excellent communication and verbal skills

Attention to detail

Ability to research complex tax matters

Excellent client service

Keen attitude to learning

Education

CTA qualified or equivalent

Job description

To oversee the timely and effective completion of tax projects such as corporate reorganisations, employee share incentives and incorporations etc. Implementing agreed strategies to reduce tax liabilities, whilst identifying further tax mitigation opportunities.

Developing detailed project plans with clear timelines and deliverables, whilst also reviewing detailed tax analysis of projects being completed by other members within the team, to ensure strict adherence to current tax legislation and ethical standards. Maintain strong client relationships by providing strategic tax advice and clear communication throughout each project’s lifecycle.

Key Roles & Responsibilities

• Oversee and assist with the preparation of a detailed project plan for each restructure
• Oversee and assist with the completion of a project including, but not limited to, instructing solicitors, completion of relevant HMRC filings, and regular clear communication with the project stakeholders
• Prepare steps plan and comprehensive tax analysis for projects, clearly documenting the different tax implications of the steps involved with reference to the appropriate legislation and case law, including the filings and deadlines required by HMRC and/or other government bodies.
• Review the projects being completed by the Tax Advisers and Junior Tax Advisers, to ensure all necessary steps are followed to maintain integrity with HMRC and other associated government bodies, whilst ensuring the best outcomes are delivered for the client. This includes but is not limited to reviewing HMRC clearance applications, reviewing steps plan and completing comprehensive tax analysis.
• Contribute to a strong client relationship through positive interactions with client personnel.
• Provide accurate and comprehensive tax advice to clients.
• Deliver company products and services on-time (DOT) and within budget (DIB) as per internal and statutory deadlines.
• Handle sensitive information in a confidential manner.
• Offer advice and suggestions for improvements to be made.
• Support, coach and mentor Tax Advisers within the team to develop their technical knowledge.
• In conjunction with the Team Manager, conduct 1-1 and bi annual appraisals for Tax Adviser team.
• Support junior staff with internal and external queries.
• Ensure compliance with legal, tax and accounting standards and current case law, through maintaining CPD and other training as required.
• All employees take responsibility for maximising revenue, cost saving and expenditure.

Required Qualifications / Attributes:

• Solutions mindset
• High level of expertise in all relevant direct taxes in transactional context, including Corporation Tax, Income Tax, Capital Gains Tax, Stamp taxes, Inheritance Tax, Employment taxes etc
• Excellent communication and verbal skills at all different levels to include presentations, with the ability to self-motivate and respond to clients
• Excellent attention to detail and a process driven approach, using the firms internal checklists to ensure accuracy and consistency
• The ability to use the firms resources to research and provide expert advice on complex tax matters, outside of the day-to-day transactions.
• Excellent client service
• CTA qualified or equivalent
• Keen attitude to learning and growing your knowledge

Attractive benefits & perks

• Generous base salary - subject to experience.
• Company car or car allowance option (after qualifying period in the role).
• Free quality lunch provided 4 days per week
• 30 Days Holiday (incl. bank holidays).
• Flexible working hours
• Profit share scheme (after qualifying period in the role)
• Fully funded study package
• Medical insurance (after qualifying period in the role)
• Reward Lunches
• Team Building days
• Young and vibrant team

Testimonials from recent starters:

“For me personally, the best thing about working at Oldfield Advisory is the sense of satisfaction you can have in being able to help, assist and support a wide variety of clients and businesses in their financial affairs. You can play an active role in growing profitability of your clients by providing meaningful information to improve the effectiveness of management decisions.”

“Working as an accountant at Oldfield, I have found the work to be very rewarding and meaningful. There is plenty of scope to learn and progress, alongside doing valuable work for clients and building strong professional relationships with other businesses.”

“There is a lot of variety in the job which keeps it engaging and satisfying. The management’s care for the staff is second to none, recognition is generous and support throughout the career is excellent. We have an inspiring set of values and an awesome team, creating a quality culture and atmosphere".