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Personal Tax Semi Senior

Personal Tax Jobs
Job Title:
Tax Assistant Jobs
UK & Ireland Tax Jobs
Greater London Tax Jobs
London Tax Jobs
£18,000 to £24,000 per annum
Salary Description:
£18k - 24k per year
Job Ref:

Our client is a leading Independent firm of Chartered Accountants in London who are looking for a Trust and Personal Tax Semi Senior to work in their City office.

The role will initially have a heavy trust focus, once appropriate systems and processes have been established, there will be capacity to introduce private client tax work to the role`s portfolio, with a view to it becoming more tax focused over time.

Tax duties:
-Dealing with correspondence from clients and the HMRC, via letters, email and phone
-Completion of personal tax and trust returns
-Electronic filing of tax returns
-Checking tax statements of accounts
-Assisting others more complex cases and on ad hoc assignments
-Dealing with new client set up procedures
-Data preparation and data entry
-Assisting with the administration and reporting procedures in the department

Trust duties:
-Obtaining authority and signatures for payments
Liaising with finance department, trustees and third party banks
-Formalising requests for trustee consideration and documentation of such requests
-Liaising with external trustees as necessary
-Undertaking research as required
-Dealing with ad hoc queries and communicating with beneficiaries on behalf of the team
-Point of contact for clients in the absence of other team members.
-Responsible for additional regulatory reporting as required (eg: FATCA and CRS).
-Contribute to procedures to improve working standards and client service
-Build and maintain working relationships across all job levels

For further information on this role please contact Will Langdon at Clark Wood

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role

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