Corporate & Business Tax Assistant Manager

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Main function of job

(Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required).

To manage a portfolio of small to medium sized clients, companies, partnerships, sole traders and directors assisted by trainees and with support from other managers in the team. The postholder will also assist senior managers and directors with their portfolios.

Main duties

Main duties will revolve around compliance work and will include the following:

• Reviewing statutory accounts, adjusting for tax sensitive figures, finalising and submitting company tax returns
• Reviewing / preparing income tax computations and returns for sole traders and partnerships from accounts prepared internally
• Reviewing / preparing personal tax returns
• Reviewing / preparing forms P11Ds, PSAs, CIS returns and ERS returns
• Generally managing the corporate and personal compliance process and dealing with client communications and responding to ad hoc queries as appropriate
• Dealing with HMRC enquiries on factual matters relating to tax returns
• Development and training of junior staff

As the role develops the candidate will have the opportunity to become involved in tax planning and advice to clients on their portfolio working with senior manager, director or tax partner.

Equipment/software packages used

• Preparation of returns and computations is wholly computerised and the successful candidate will be expected to become fully conversant with Alphatax, CCH Audit Automation and CCH Personal Tax as well as standard packages such as Word and Excel.

Qualifications/education required

• Candidates must hold the CTA qualification.

Experience required

• Minimum of 3-4 years' experience working within a tax practice.

Particular aptitudes/ skills required

• Good understanding of corporate and personal tax legislation and comfortable in applying technical knowledge in practice
• Able to work without the need for constant supervision
• Able to show initiative in dealing with clients' affairs whilst operating within the firm's prescribed risk management framework
• Can take responsibility for monitoring their own time and budgets
• Experienced and flexible team worker with both colleagues and directors/ partners
• Client service focused, responds proactively and positively to the demands of a growing team
• Good organisational skills as will be required to organise own work to ensure that all deadlines are met
• Good computer skills including a sound knowledge of Word & Excel are required
• Excellent communication, both written and verbal

About Mercer & Hole

Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning.

The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street.

We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.

We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments.

The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally.

Making a difference

People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations.

We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.

Our experienced team can provide expert help in the following areas:
• Audit and Accounting (note, audit services not provided to listed entities)
• Tax compliance and advisory
• Business and strategic advice
• VAT including partial exemption issues
• Virtual Finance, including bookkeeping, management accounting, financial modelling and payroll
• "World Class Finance" - review of financial processes and controls, including improvement recommendations and implantation guidance
• Regulatory returns
• Valuation services
• Merger and acquisition support and advice (including Financial Due Diligence)
• Private client services and exit strategy planning
• Raising finance

We really want to attract and retain individuals who share our Values:

Together

The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.

Resilient

Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking.

Understanding

Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental.

Supportive

We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential.

Thrive!

We strive to be the best, innovate and always do exceptional work. That's who we are and what our clients deserve.