Tax Assistant Manager – Tax Team

Job Title: Tax Assistant Manager (CTA qualified/part-qualified)

Reporting to: Tax Partner

Direct reports: Tax Manager or Tax Senior Manager

Hours: 9am – 5.30pm, Monday to Friday with additional hours as required.

Location: Current guidelines are that subject to business (client and team) needs, you may work from home up to 50% of each week, otherwise in our offices at Lincoln’s Inn WC2A

Key responsibilities:

• Assisting with the tax compliance process with a view to managing a portfolio of clients. This would include, for example, preparation/first review of personal returns, trust returns and tax filings in connection with CGT, ATED and IHT.
• Assisting with aspects of UK tax reporting in general, including drafting ‘white space’ disclosures, and input regarding residence issues.
• Data analysis, including use of excel spreadsheets to analyse data and produce computations.
• Prime document review – undertake detailed reviews of client prime documents, highlight concerns and areas of clarification, prepare synopsis of issues and steps to remedy.
• Undertaking research on specific areas of UK tax legislation, HMRC practice, and relevant case law.
• Whilst the role will primarily focus on compliance, there will be opportunities to assist with tax advisory reports/letters/memos/emails to be delivered to Tax Managers, Senior Manager and/or Tax Partners.
• Client and third-party services provider management – attendance at meetings, taking instructions in writing or verbally, resolving and answering client or third-party service provider questions.
• Assisting with the preparation of marketing materials and liaison with the marketing team on production of copy and documents for external use.
• General assistance to entire team, as required.
• To provide high levels of client service at all times.

Skills, experience and attributes:

• Educated to degree level, minimum of 2:1, preferably Bsc or BA
• CTA qualified (part-qualified CTA will be considered)
• Experience of the UK tax compliance process, including exposure to a small portfolio of clients. Experience of tax return preparation and ideally, completing first reviews of tax returns.
• Experience of preparing tax advisory reports – ideally with an Owner Managed Businesses (OMB) focus.
• Experience with international issues for private clients also desirable, including the utilisation of non-UK structures for UK resident and non-resident clients.
• Good oral and written communication skills.
• Strong analytical skills.
• Ability to analyse and interpret financial data.
• Highly organised.
• Strong IT skills (in particular Excel).