Tax Executive or Assistant Manager (Depending on Experience)

Lumeg Recruitment; Bury St Edmunds; Hybrid; GBP 34,000 - 45,000; Full time

Benefits offered by this job

Flexible working

24 days holiday

Salary sacrifice for pension

Pension contributions up to 6%

Income protection

Death in service (4x salary)

Professional subscriptions paid

CPD training

Employee Assistance programme

Length of service recognition

Social events

Job summary

Lumeg Recruitment is seeking a Tax Executive or Assistant Manager for a diverse private client tax practice in Bury St Edmunds, offering a mix of client work and potential advancement. Flexible working: 3 days in the office and 2 days from home. The firm values a respectful, professional environment and staff development, with opportunities to grow portfolios.

Qualifications

• Must have CTA/STEP/ACA/ACCA or equivalent qualification or be qualified by experience.
• 2-3 years experience in tax role including self-assessment computations and advisory work.
• High degree of accuracy and attention to detail.
• Ability to work as part of a team.

Responsibilities

• Manage a portfolio of clients ensuring deadlines are met and high service standards.
• Take on new clients via website/email/phone and through marketing initiatives.
• Prepare high value self-assessment tax returns and related calculations for individuals and partnerships for review by a senior staff member.
• Review non-complex returns prepared by junior staff and communicate with clients and HMRC as required.
• Ensure digital tax compliance and permanent files are up to date with firm guidance.
• Support planning projects and draft advisory letters for senior review.
• Train junior staff and coordinate with line manager on feedback.
• Ensure internal risk management procedures and AML compliance are followed.
• Take responsibility for own WIP, productivity, and fee income targets.
• Collaborate with other departments to provide a joined-up service.

Skills

Teamwork

Attention to detail

Self-assessment returns

Education

CTA/STEP/ACA/ACCA or equivalent

Job description

Tax Executive or Assistant Manager (Depending on Experience)

Bury St Edmunds, England, United Kingdom

Job Openings Tax Executive or Assistant Manager (Depending on Experience)

About the job Tax Executive or Assistant Manager (Depending on Experience)

Job Title:

Tax Executive or Assistant Manager (depending on experience)

34k - 45k

Interview Stages:

3 - Technical tests will be sent initially, followed by 2 interviews

Description:

Tax Executive - Private Clients

My client is a unique and powerful combination of Accountants, Tax Advisors, Solicitors, Financial Planners and Investment Managers under one roof. They believe that all people should be treated with respect and their culture is to maintain a friendly, professional environment where traditional values still count.

Their dedicated Tax Team has a wealth of experience in a diverse range of taxation services for a wide range of businesses and entities.

They are looking to recruit a Tax Executive, but if the right candidate came along, they would look to appoint as Assistant Manager.

They offer flexible working - 3 days in the office, 2 working from home.

My client is a multi-disciplinary firm offering accounts, tax, legal, financial planning and investment management services.

They care about their staff and foster a respectful and happy environment.

They encourage staff to develop and be the best they can to get good job satisfaction.

They would encourage interest in niche areas and will offer promotion opportunities to staff that grow their portfolios.

Must Haves:

• Relevant professional qualification (e.g. CTA/STEP/ACA/ACCA) or qualified by experience;
• Minimum 2-3 years experience working in a tax role covering self- assessment tax computations and advisory work
• High degree of accuracy and attention to detail
• Ability to work as part of a team

The Role:

The role will involve a varied portfolio of clients who are based in East Anglia, the home counties, London and internationally and will predominantly relate to the private client and owner-managed business sector. There may also be the opportunity to undertake trust and residence and domicile work.

They will support you in developing your skills both technically and in terms of client service, to become a trusted adviser to your clients. The role involves the following assuming limited or no previous responsibility of a client or review portfolio:

• Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard. This will involve attendance at meetings, telephone calls and written correspondence;
• Taking on new clients via the firms 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 firms 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. All related correspondence with clients, HM Revenue & Customs and third parties as required;
• Ensuring all digital tax compliance and permanent files are prepared with the firms 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 (as appropriate) including completing relevant feedback forms;
• Ensuring internal and risk management procedures of the firm are adhered to including anti-money laundering procedures and general adherence to the tax department procedures;
• Responsibility for own WIP allocation. Meeting your productivity, recoverability and fee income targets;
• Work with other departments and tax team members to ensure a joined up service and one team approach.

What you will receive:

• 24 days holiday (excluding bank holidays).
• Matching employer pension contributions of up to 6% salary.
• Salary sacrifice arrangement, available for pension contributions.
• Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age.
• Death in service benefit (4 x basic salary).
• Up to two professional subscriptions paid for.
• Encouragement to develop and learn by attending training courses and CPD events.
• Employee Assistance programme.
• Length of service recognition.
• Social events paid for or subsidised by the firm.