Mixed Tax Senior

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Key Responsibilities

• Undertake technical support and research in delivering tax services as directed to meet client needs liaising with relevant Manager
• Prepare personal tax returns for review by Manager
• Undertake basic tax planning, projects, compliance matters and deal with client queries.
• Draft correspondence to clients for review by Manager.
• Obtain an understanding of the principles of residency, ordinary residency and domicile, capital gains tax, inheritance tax and understand the taxation of death estates and trusts.
• Undertake the delivery of the complete tax computation and return for typical straight forward companies ready for review by a Manager.
• Take responsibility for compliance administration and quarterly and year end processes.
• Work in collaboration with the team to share knowledge and ideas to assist in the communication and achievement of team goals.
• Start to develop profile and build knowledge in a specific area of technical expertise.
• Engage positively with the business and advocate the firm's values.
• Take responsibility for own personal and professional behaviour.
• Actively progress own learning and development.
• Act with honesty and integrity in all dealings with clients, contacts and colleagues whilst respecting confidentiality and building trust.

General

• Take ownership of work/assignments/portfolio
• Take responsibility for following the firm's procedures
• Meet all targets set by the firm
• Maintain client confidentiality

Technical, Training and Skills Levels

• Qualified ATT and beginning stages of CTA (ideal but not essential)
• Appropriate experience within relevant tax discipline at this level (3-5 years)
• Develop good technical and compliance knowledge and skills and develop an area of expertise with support
• Maintain professional scepticism
• Start to understand and identify business risk
• Effective use of business tools and IT
• Excellent communication skills (oral and written)
• Good planning, time management and organisational skills
• Effective team player
• Build relationships with peers internally and externally
• Excellent client liaison skills
• Start to develop specialist expertise relevant to servicing client portfolio
• Build business acumen
• Engage positively with the business

Benefits

• 33 days annual leave (including bank holidays)
• 1 additional family day
• Flexible working
• Team socials
• Cycle to work scheme
• NLP+ discounts
• EAP scheme (including 8 free 24/7 counselling session per year)
• Relaxed dress code
• NLP football 5-a-side
• Christmas office closure
• Virtual GP service
• Annual flu and covid jab
• Optical care