Location – Bristol
Our client is a Leading independently owned provider of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations.
The firm focuses primarily on the Mid-market, owner-managed businesses, private clients and professionals, and provide robust, open and honest support. Our client’s skill is to link their many service offerings to provide ‘joined up’ thinking, delivered in an approachable and pragmatic way with a high degree of partner involvement.
The role
Our client provides a wide range of tax and consulting services to a broad range of companies, from quoted multinational groups to owner managed businesses. By being involved at the outset of a transaction they can provide comprehensive advice to minimise the tax exposure, considering business tax, VAT, international and employee issues as appropriate.
As a Senior you will be part of the delivery team on tax advisory and tax compliance services to a wide range of businesses.
Key responsibilities
Client work
- Prepare business tax computations/tax returns
- Prepare election control sheets and client review sheets
- Review Alphatax lists to ensure all relevant prompts are cleared and deadlines met
- Contribute at client meetings
- Assist with consultancy & advisory work
- Dealing with HMRC correspondence including responding to enquiries
- Prepare billing analyses and draft fee notes
Training and development
- Attend internal training sessions
Assisting other staff members
- Provide support to other staff members and partners on chargeable and non-chargeable work when required
Compliance
- Ensuring relevant client deadlines are met
- Ensuring the firm’s procedures are adhered to
- Involvement in some departmental administrative tasks
Practice Development
- Involved in business development activities/profile raising locally
- Able to take advantage of marketing/PR opportunities
Skills and attributes
- Planning and Organising: Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
- Written and Oral communication: Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
- Must have good inter-personal skills to be able to liaise with clients and other staff members.
- Customer Focus: Meeting deadlines and responding to client needs.
- Team work
- Provide link in chain to supervise staff members below and support Directors above.
- Maintain Technical Expertise
- ACA/ CTA or equivalent qualification.
- Experience gained within a professional services firm.
- Good knowledge of business tax compliance and ideally some exposure to planning/advisory work.
Equity and Diversity
Our client recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. They are committed to equal opportunities in all aspects of their work.
AVTRCT0063