Tax Assistant Manager

Agility Resoucing; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading professional services firm in the UK is seeking a Tax Assistant in Birmingham. The role offers a clear career progression with extensive training, focusing on tax incentive claims and client portfolio management, enhanced by an attractive salary and performance bonus.

Qualifications

• Strong analytical skills to review financial and technical reports.
• Excellent communication for client interactions.
• Ability to manage a portfolio of clients effectively.

Responsibilities

• Support the preparation of R&D tax relief claims.
• Review technical reports and financial details.
• Manage client portfolios and ensure compliance.

Skills

Attention to Detail

Client Management

Tax Compliance Knowledge

Job description

A top 15 professional services company in the UK is seeking a Tax Assistant to join their team. They offer a comprehensive career path, an industry-leading salary, and a 10% bonus.

From day one, you will work alongside one of the Partners, who will lead and train you to achieve your next promotion and pay rise.

The role focuses on completing Tax Incentives & Relief claims, primarily for Owner Managed Businesses. The individual will review financial and technical reports for these claims and also review Corporation Tax compliance work, with all necessary training provided.

The key duties include:

1. Supporting the Incentive and Reliefs Team in preparing R&D tax relief claims for clients across the UK.
2. Reviewing technical reports and financial details for various tax incentives and reliefs for manager/partner review.
3. Performing initial reviews of Corporation Tax Computations prepared by Seniors/Executives for final manager review.
4. Updating the internal CRM system with workflow progress, focusing on review and benefit sections.
5. Overseeing internal office relationships with allocated offices.
6. Attending client meetings, especially with new clients.
7. Managing a client portfolio of around 150 clients as the first point of contact.
8. Calculating fees and ensuring they are recorded for billing by month-end.
9. Identifying new opportunities within the offices they oversee.

For a confidential chat, please call Peter on 07928 592504.

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