Job Advert
Tax Assistant
Our Values
Clients always come first
We are Results Focused
We do what we say we are going to do
We build meaningful relationships
Your role will be to provide support to Tax Advisers and to support the wider tax team within a successful and growing wealth management business.
Your role will be a combination of administrative assistance and Tax support.
You will have the opportunity to develop your skills and knowledge by working closely with your Tax Advisers on a range of personal tax clients.
This position offers the opportunity to study for professional qualifications and to learn the role and responsibilities of Tax Advisers for progression over time.
Job role and responsibilities
- Prepare individuals Tax returns including the request of information, sorting of information and input of data into Tax software in a timely manner and maintaining attention to detail.
- Assisting with administrative duties associated with the Tax Advisers portfolio including the request of client information, checking Tax codes, ensuring files are up to date.
- Attending client calls and meetings and preparing all meeting notes in advance and after the meetings.
- Liaising with HM Revenue and Customs in relation to status of clients’ tax returns, tax rebates, documents sent/received.
- Assistance with ad-hoc tax work including preparation of reports, summaries and tax specific work.
Requirements - Your experience should include the following:
- Excellent attention to detail
- Strong numeric and analytical skills
- Proactive, self-motivated and able to take responsibility for work under own initiative
- Ability to work under pressure whilst delivering work in a timely manner in accordance with strict deadlines
- Strong time management and organisational skills
- Excellent teamwork skills and the ability to communicate effectively with colleagues and clients at all levels.
- Handling of sensitive and confidential information properly.
Professional Qualifications and Minimum Experience
- Experience within a personal tax role preferred but not essential.
- Proficiency in Microsoft word, Excel, Outlook.
- Good Mathematical skills
- Experience within financial services/accountancy is desirable, but not necessary.
Remuneration and Benefits:
- Competitive Salary with annual reviews after 1 year of service
- 24/7 GP App
- Cycle & Tech Schemes
- Company-issued Tech
- Enhanced Pension after the qualifying period
- PMI with Vitality after a qualifying period
- Cash plan with BUPA after the qualifying period
- Ad-hoc incentives
- Birthday Lie in
- SJP ISA
- Perkbox
- Vivup EAP
- Talklife Workplace Access
- Wagestream - Flexi-Pay
- Employee Assistance Program
- Perkbox Membership
- Annual Charity Volunteer Day
- Family Friendly Benefits
- Gym and active discounts
Because of the changing nature of our business, your job description will inevitably change. From time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
Applying for this role confirms that you have the right to work in the United Kingdom with no restrictions.
If you require any reasonable adjustments, please let a member of staff know.
Please note, FLM will conduct a standard Financial & Identity check, as well as a DBS check, on any candidate who is offered a role within the company.
