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SalaryChurchgates is a unique and powerful combination of Accountants, Tax Advisors, Solicitors, Financial Planners and Investment Managers under one roof. We believe that all people should be treated with respect and our culture is to maintain a friendly, professional environment where traditional values still count.
Our dedicated Tax team has a wealth of experience in a diverse range of taxation services for a wide range of businesses and entities. This particular role involves:
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.
Undertaking the following, with both technical and general support from the Head of Tax and Tax Managers within the department. The nature of clients for which you have ultimate responsibility will be that of a moderate complexity:
- 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;
- Being a trusted advisor to your clients, identifying advisory opportunities and ensuring that your client’s tax position is optimised whilst balancing their wider goals;
- Taking on new clients via the firm’s website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media;
- Review of 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;
- Preparation of high value clients’ / complex self-assessment tax returns and related tax calculations for individuals and partnerships;
- Review of business tax computations (on Excel) and related Partnership Tax Returns. All related correspondence with clients, HM Revenue & Customs and third parties as required;
- Ensuring all digital tax compliance and permanent files are prepared in line with the firm’s 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 joined up service and “one team” approach;
Desired skills
- Relevant professional qualification (e.g. CTA/STEP/ACA/ACCA) or qualified by experience;
- 3-5 years’ experience working in a tax role, covering self-assessment, tax computation and advisory work;
- Strong verbal communication skills;
- High degree of accuracy and attention to detail;
- Ability to work in a team.
What you will receive
- A competitive salary
- 24 days holiday, plus bank holidays
- Birthday Leave
- Holiday purchase/sale scheme
- Flexible home working policy
- Matching employer pension contributions up to 6% of salary
- Salary sacrifice 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 (4x basic salary)
- Private Health Insurance – Individual cover available
- Up to two professional subscriptions paid for
- Encouragement to develop and learn by attending training courses and CPD events
- Soft skills workshops
- Employee Assistance programme
- Length of service recognition
- Social events paid for or subsidised by the firm
