Assistant Manager, Corporate Tax

1. Main Purpose of the Role:

• Support the Tax Partner to manage the corporate tax compliance function
• Oversee the corporate tax workflow including meeting deadlines, setting budgets and billing on those clients.
• Provide support and guidance to junior staff on corporate tax matters
• Manage training requirements and liaise with training providers in respect of the qualifications being supported for them team
• Provide advisory and consultancy support on a broad range of ad hoc projects to the Tax Partner and other Partners
• Deal with any HMRC enquiries into the affairs of those clients 

Main Duties and Responsibilities:

1.      Overall responsibility for the compliance function for a portfolio of corporate tax clients. This includes:

• Review of corporation tax returns for a range of clients
• Preparation work for corporation tax returns for some complex clients as required
• Review and oversight of CT61, ATED, ERS, PSA and P11D filings as required
• Monitoring tax return progress to ensure timely completion and submission to HMRC
• Advising corporate tax clients of tax liabilities due on a timely basis
• Liaising directly with clients and accounts teams to ensure both accurate and prompt completion of tax returns and submissions
• Communicating effectively with clients both orally and in writing
• Dealing with all client queries promptly and efficiently
• Reporting to the client Partner on all matters relevant to the client’s tax affairs

2.      Management of Work in Progress and timely billing

3.      Supporting the wider tax team and mentoring and developing junior members of staff

4.      Working on a broad range of ad hoc tax consultancy assignments is a considerable part of the role. This may include reorganisations, R & D tax, share schemes, property hive ups, international tax etc.

5.      Identifying tax planning opportunities and following these through with the Tax Partner and the relevant Partners

Other Duties and Tasks:

• Attend clients’ premises and the office in Guildford as and when required
• Work with Partners and staff to provide a personal, professional service for the benefit of both clients and the Firm.
• Such other duties as may be reasonably expected of the post holder.
• This list is not exhaustive and is only an indication of responsibilities.

Decision Making / Freedom to Act:

This is a senior role in which the individual will have a high degree of autonomy and will take necessary decisions in the ordinary course of providing a comprehensive tax service to clients. 

Dimensions of Job:

Overall responsibility for the compliance function for corporate tax clients including large companies, owner managed businesses, groups and sector specific companies. The role will be approximately 80% compliance/20% advisory work.

Person Specification: 

Qualifications and Experience:

• CTA qualified or ACCA/ACA qualified plus relevant experience
• Significant experience in a corporate tax role within a professional practice (Essential)
• Experience of working in an accountancy practice (Essential)
• Experience of managing a large client compliance portfolio (Essential)
• Experience of dealing with detailed HMRC enquiries (Essential)
• Demonstrates ‘expert level’ of understanding of own technical/professional function
• Experience of working on long term client relationships and of working on a fee basis with clients
• Experience of managing people
• Highly proficient in computer software
• Firm uses CCH and Alphatax, and training will be given as required