About this role
Primary responsibility
Case worker for a designated portfolio of partners on all UK tax related issues ensuring filing obligations are satisfied, and payments made, on an accurate and timely basis.
Key responsibilities
- Preparing UK tax returns for a portfolio of partners, spouses, retired partners and consultants based in both the UK and overseas. These returns will be reviewed by one of the Managers in the team.
- Preparing calculations to show the split of partners' tax liabilities between that relating to partnership income and that relating to personal income.
- Assisting with the preparation of the firm's Partnership tax returns.
- Preparing lettings statements, both on the cash and accruals basis, to form part of the tax returns.
- Calculating the amount partners can pay in pension contributions and advising on how the tax relief will be distributed to them by the firm.
- Dealing with queries from partners regarding their tax affairs, including income tax planning, capital gains tax planning and non UK residence issues.
- Responding to all correspondence from partners, HMRC and third parties in a timely manner.
- Communicating with partners by email, Microsoft Teams, or face to face in the office.
- Supporting managers/or conducting meetings with partners as appropriate.
- Working, under supervision, with other sub-teams on project and other work as required.
- Helping the team with all aspects of our work, including some administrative matters such as journal entries and maintaining various records.
Qualifications, skills and experience
- CTA qualified.
- At least 3 years' experience in personal and/or partnership tax.
- Experience in non UK residence issues, including advising on the UK tax issues on leaving and returning to the UK.
- Strong Excel skills.
- Good organisational skills coupled with the ability to analyse issues thoroughly and in a logical manner.
- Confidentiality is of extreme importance.