UK Tax Adviser

Exchange House Services Ltd - London; Greater London; On-site; GBP 50,000 - 65,000; Full time

Job summary

Herbert Smith Freehills Kramer in London is seeking a case worker to manage a designated portfolio of partners on UK tax matters, ensuring timely filing and payments. You will prepare tax returns and calculations, support with partnership returns, and liaise with partners, HMRC, and colleagues in a fast-paced finance team.

The role requires CTA qualification, at least 3 years' experience in personal/partnership tax, strong Excel skills, and excellent organisational and confidentiality practices.

Qualifications

• CTA qualified.
• At least 3 years' experience in personal and/or partnership tax.
• Experience in non UK residence issues, including advising on the UK tax issues on leaving and returning to the UK.
• Strong Excel skills.
• Good organisational skills coupled with the ability to analyse issues thoroughly and in a logical manner.
• Confidentiality is of extreme importance.

Responsibilities

• Preparing UK tax returns for a portfolio of partners, spouses, retired partners and consultants based in both the UK and overseas.
• These returns will be reviewed by one of the Managers in the team.
• Preparing calculations to show the split of partners' tax liabilities between that relating to partnership income and that relating to personal income.
• Assisting with the preparation of the firm’s Partnership tax returns.
• Preparing lettings statements, both on the cash and accruals basis, to form part of the tax returns.
• Calculating the amount partners can pay in pension contributions and advising on how the tax relief will be distributed by the firm.
• Dealing with queries from partners regarding their tax affairs, including income tax planning, capital gains tax planning and non UK residence issues.
• Responding to all correspondence from partners, HMRC and third parties in a timely manner.
• Communicating with partners by email, Microsoft Teams, or face to face in the office.
• Supporting managers/or conducting meetings with partners as appropriate.
• Working, under supervision, with other sub-teams on project and other work as required.
• Helping the team with all aspects of our work, including some administrative matters such as journal entries and maintaining various records.

Skills

Excel

Organisational skills

Analytical thinking

Confidentiality

Education

CTA qualified

Job description

Herbert Smith Freehills Kramer: Your goals. Our ambition

Herbert Smith Freehills Kramer is a world-leading global law firm, where our ambition is to help you achieve your goals. Exceptional client service and the pursuit of excellence are at our core. We invest in and care about our client relationships, which is why so many are longstanding. We enjoy breaking new ground, as we have for over 170 years. As a fully integrated transatlantic and transpacific firm, we are where you need us to be. Our footprint is extensive and committed across the world’s largest markets, key financial centres and major growth hubs. At our best tackling complexity and navigating change, we work alongside you on demanding litigation, exacting regulatory work and complex public and private market transactions. We are recognised as leading in these areas. We are immersed in the sectors and challenges that impact you. We are recognised as standing apart in energy, infrastructure and resources. And we’re focused on areas of growth that affect every business across the world. All of this is achieved by supporting the growth of our people, who help us deliver on our ambition – which is to help you achieve yours.

The Opportunity

Primary responsibility

Case worker for a designated portfolio of partners on all UK tax related issues ensuring filing obligations are satisfied, and payments made, on an accurate and timely basis.

Key responsibilities

• Preparing UK tax returns for a portfolio of partners, spouses, retired partners and consultants based in both the UK and overseas.
• These returns will be reviewed by one of the Managers in the team.
• Preparing calculations to show the split of partners' tax liabilities between that relating to partnership income and that relating to personal income.
• Assisting with the preparation of the firm’s Partnership tax returns.
• Preparing lettings statements, both on the cash and accruals basis, to form part of the tax returns.
• Calculating the amount partners can pay in pension contributions and advising on how the tax relief will be distributed by the firm.
• Dealing with queries from partners regarding their tax affairs, including income tax planning, capital gains tax planning and non UK residence issues.
• Responding to all correspondence from partners, HMRC and third parties in a timely manner.
• Communicating with partners by email, Microsoft Teams, or face to face in the office.
• Supporting managers/or conducting meetings with partners as appropriate.
• Working, under supervision, with other sub-teams on project and other work as required.
• Helping the team with all aspects of our work, including some administrative matters such as journal entries and maintaining various records.

Qualifications, skills and experience

CTA qualified. At least 3 years' experience in personal and/or partnership tax. Experience in non UK residence issues, including advising on the UK tax issues on leaving and returning to the UK. Strong Excel skills. Good organisational skills coupled with the ability to analyse issues thoroughly and in a logical manner. Confidentiality is of extreme importance.

Team Business Finance

Working Pattern

Full time

Location

London

Contract type

Permanent Contract

Diversity & Inclusion

We are committed to attracting people from all backgrounds and creating a respectful and inclusive culture where everyone thrives. We see this as essential to our success, including our ability to innovate and achieve sustained high performance. This is a key part of our Values—Human, Bold, and Outstanding. At Herbert Smith Freehills Kramer, we align your growth and ambition with ours. We invest in your personal and professional growth and support you to achieve your ambitions. And you share responsibility for playing a part in delivering the firm’s growth and ambition too.

Herbert Smith Freehills Kramer: Your growth. Our ambition.