Tax Senior
Location - Guildford
Office based Monday to Friday.
Our ref KL104
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Duties:
To provide personal tax compliance and payroll support to a growing business within the finance sector who deal with both individuals and corporate clients.
General tax administration, payroll and compliance.
- To include all duties of an Administrator and Tax Assistant
- To prepare more complex Tax Returns and liaising with clients for data capture
- Completing technical research work and planning emails to client, with manager overview
- Mentor advisor/graduate levels, assist with training where appropriate, review email drafts and basic returns and start to delegate work for initial review
- Taking responsibility for client arrival and departure meetings including all client follow up.
- Attending complex meetings with AM and above and completing any follow up with client where applicable.
- To become an alternative client contact to selected clients
- Completing Social Security and payroll applications
- Identifying planning opportunities and advisory work or assisting with this
- Start to take phone and email enquiries and draft replies to bring onboard client
- To assist with any other administrative and/or client work as and when required
Reporting to the Senior/Tax Manager, the job holder may be required to carry out any other duties within reason as rand when required. You may be required to travel to the London office on occasion.