Bookkeeper

JOB DESCRIPTION

Job Title:

Personal/Mixed Tax Senior

Responsible to:

Head of Global Private Client Advisory

Hours per week:

35 hours – flexi-time contract

Office:

London

Main Purpose of the Role:

Manage mostly personal tax compliance for a large portfolio of clients with some associated corporation tax. Provide a supporting tax consultancy service to senior members of the team on a diverse range of issues such as incorporation, self-employed tax planning, capital gains tax planning, inheritance tax planning, etc.

Background:

The tax department contains a mixture of managers and staff. This role will be split between compliance and consultancy and approximately 90% personal tax and 10% corporate tax.

Main Duties and Responsibilities:

1. Responsibility for the compliance function for both personal tax and corporate tax clients. This includes:

‚⣋ Preparation of personal and corporation tax returns for a broad range of clients

‚⣋ Monitoring tax return progress to ensure timely completion and submission to the Revenue

‚⣋ Advising personal and corporate tax clients of tax liabilities due on a timely basis

‚⣋ Liaising directly with clients to ensure both accurate and prompt completion of tax returns

‚⣋ Preparation of PAYE Settlement Agreements (PSA)

‚⣋ 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. Dealing with ad hoc tax consultancy assignments to support the Tax Partner and senior members of the team as and when required, such as:

‚⣋ Advising on the tax implications of incorporation;

‚⣋ Capital gains tax planning – principle private residence exemption, optimum use of losses

‚⣋ Taxation of share scheme options and gains

‚⣋ Assisting the Corporate Finance partner on tax issues relating to the purchase and sale of private companies, both client and referral work

‚⣋ Enterprise Investment Scheme

3. Identifying tax planning opportunities and following these through with the relevant partner

4. Dealing with detailed Revenue enquiries from inception to completion

Other Duties and Tasks:

Attend clients' premises 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 works autonomously and will take necessary decisions in the ordinary course of providing a comprehensive tax service to clients.

The role involves working with Tax Managers and a Tax Junior, and reports to the Head of Global Private Client Advisory.

Supervision of Others:

The role involves delegating work to the Tax Junior and to review the work when completed, assisting the Tax Junior where necessary.

Dimensions of Job:

Responsibility for the compliance function for approx. 300 personal tax clients including high net worth individuals, partnerships, sole-traders, non-residents, and non-domiciled individuals and approx. 20 corporate tax clients, mainly owner-managed businesses.

This job description reflects the post, as at January 2021 but may be amended from time to time following consultation with the post holder.

Person Specification: Personal/Mixed Tax Senior

Qualifications and Experience

A minimum of 3 years' experience in a mixed tax role within a professional practice

Good personal tax experience is essential and a working knowledge of corporate tax

ATT qualified or qualified by experience

Demonstrates a good 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 working in an accountancy practice at a senior level

Working knowledge of Pertax an advantage

Computer literate

Skills and Personal Qualities:

Leadership and Planning

A clear understanding of the Firm's wider goals and vision

A clear vision for the Alliotts' Tax Service for clients

Excellent communication skills – able to communicate openly and honestly at all levels

Self Management

Able to demonstrate an astute use of Initiative to solve problems

The ability to work to timescales and meet deadlines

Ability to plan and organise tasks/priorities effectively

Gives appropriate attention to detail and has the ability to think laterally to provide a comprehensive approach tax advice

Client Satisfaction

The ability to utilise technical expertise to contribute to the development and broadening of the service for clients

Excellent interpersonal skills to develop and maintain client relationships, and good communication skills with the ability to explain complex matters to clients clearly and concisely.

Signed:

Date:

AJ Chambers are working closely with a Top 20 Firm of chartered accountants that are looking to appoint an experienced Corporate Tax Senior in their Ipswich office.

Corporate Tax Semi-Senior â£" Bournemouth

The Corporation Tax team are looking for a Semi-Senior who is confident with Partners and clients, possesses excellent organisational and interpersonal skills, with the ability to provide accurate work in a timely and cost-effective manner. With this role come the pre-requisites that the candidate is motivated, committed and flexible, with the ability to meet deadlines.

The Role

A Tax Semi Senior/Senior (level of appointed will depend on experience of the applicant) is being sought to join and complement the Bournemouth tax group.

The role will report directly to the Manager/Senior Manager and will involve assisting the team with the day-to-day responsibilities of managing a large portfolio of both personal and corporate clients.

The corporate tax portfolio is made up of a number of medium to large companies with a variety of businesses, including a professional football club, property investment and development, manufacturing and E-commerce. The personal tax portfolio is made up of high net worth individuals, including company directors, self-employed individuals, small to medium sized partnerships and trusts.   The role will also provide the opportunity to gain experience on advisory projects.

Duties:

• Preparation of corporation tax computation and corporation tax returns
• Liaising with clients on a variety of corporate tax compliance issues 
• Liaising with audit and accounts teams, and dealing with workflows between departments
• Involvement on advisory assignment including capital allowance reviews, R&D tax relief claims, share transactions and more
• Attendance and involvement on regular team meetings to further corporate tax team goals, and also those of the local office, and the firm as a whole.

The Team

Our Corporation Tax team consists of two Directors, two Senior Managers, one Manager & two Assistant Managers.

The Office

The services of the Bournemouth office extend across the full spectrum of commercial accounting, tax and business advisory disciplines. As well as operating within the local area, we are involved with a wide range of regional and national clients and projects.

You

The ideal candidate should be hard working, show initiative and be self-motivated, with the ability to organise and manage their own workload. They should display a flexible, professional approach and have the confidence and ability to communicate effectively with partners and clients. They will be a natural team player with a positive and enthusiastic attitude and an excellent eye for detail.

Salary/Benefits

The firm also offers a market leading benefits and remuneration package, which includes - but not limited to; flexible and agile working, annual profit share bonus plus individual performance related bonus, paid overtime and access to a flexible benefits platform.

Audit Semi-Senior | Top 30 Practice

A fantastic opportunity for a part-qualified ACA / ACCA Auditor to join one of the largest Practices in the country, who can offer support and growth up to and beyond the completion of your qualification.

The Role

• Carrying out Audits using a bespoke risk based approach for a range of clients across a variety of sectors including media, technology, property, hospitality and not-for-profit.
• Act as assistant on larger clients, completing relevant sections of the Audit file as discussed with Senior staff at the planning meeting.
• Acting as Senior on smaller Audits, reporting directly to the Manager. You would be responsible for planning the Audit file through to the completion sections.
• Supervising and delegating work to less experienced members of the Audit team.
• Appraising less experienced member of the team following completion of jobs worked on with them.
• 90% Audit focused.

The successful candidate will have at least 18 months\' experience working within a similar sized Practice in the Audit or Audit & Accounts department. Ideally, you will be studying either your ACA or ACCA qualification, and this firm will continue study support for this, as well as assisting with exit fees from your current firm if required. 

If you wish to be considered for this opportunity then please apply with your CV, or contact Danielle O\'Hara at AJ Chambers for more information.

We are working with a modern and progression regional firm of Chartered Accountants in Colchester who are looking to appoint an AAT qualified or part ACA/ACCA qualified Audit Semi Senior.

Trainee Payroller / Bookkeeper | Accountancy Practice

AJ Chambers are pleased to be recruiting for a medium sized Accountancy Firm in Central London who are seeking a Trainee Payroller / Bookkeeper to join their firm.

This is a fantastic role for a candidate educated to A Level standard, who is looking for their first / next step into Accountancy.

As the ideal candidate, you will have 2 years\' work experience, ideally within Accountancy / Finance with some Payroll experience. Knowledge / use of Sage Payroll would be ideal.

The main duties of the role will be:

• Sales and purchase ledger processing
• Reconciliation of accounts
• Bank reconciliations
• VAT and month end reporting
• Processing Payroll

The firm are able to offer fantastic training within Bookkeeping and Payroll to give you a great start in your Accountancy career. Study support for the AAT qualification can be offered alongside a very competitive salary.

We have real life examples of candidates who have joined this firm, progressed within the team and taken on further qualifications so if you are looking to start your career in Accountancy, please get in touch!

If you would like to be considered then please apply direct or contact Danielle O\'Hara at AJ Chambers for more information about this opportunity.

Semi-Senior Accountant â£" Accountancy practice
Hemel Hempstead
Up to £28,000 (Depending on Experience)

AJ Chambers Recruitment is very happy to be working with a very respected, independent firm of Chartered Accountants, on their requirement for an experienced Semi Senior Accountant in their Hemel Hempstead office. This is a full-time, permanent role.

The ideal candidate will be a driven and enthusiastic individual with at least 2 years\' experience within a public practice. Study support is on offer and the firm is known for encouraging their employees to reach their full potential, with progression very much a part of their offering.

Responsibilities:

• Prepare small company accounts and corporation tax returns
• Assist in the preparation of other returns to HMRC as required
• Finalising and submitting accounts and tax returns
• Liaising clients and HMRC, communicating and resolving financial and compliance issues
• Preparing client correspondence and meetings as well as attending and presenting at meetings
• Any other duties as reasonably requested
• assisting the partner in their management of their portfolio
•  

What will you need to be successful in this role?

• Good working knowledge of Sage 50
• Ability to communicate with both clients and HMRC
• 2 years Experience within a Practice
• Use of own initiative to follow processes through
• IT Literate (MS Word, Outlook and, especially, Excel)
• Good attention to detail
• Organisation/time management
• Enthusiastic and willing to learn

What will you get in return?

• Very competitive salary (DOE)
• Genuine Work Life balance
• Study package on offer if desired
• Employee Recognition awards and bonuses
• And more!

If you believe you have what it takes to be successful in this Semi Senior role based in Hemel Hempstead, Hertfordshire, and you would like to be considered, please do apply direct or contact Danny Brown at AJ Chambers and we will be in touch if short-listed.

Semi-Senior Accountant â£" Accountancy practice
Hemel Hempstead
Up to £28,000 (Depending on Experience)

Personal Tax Manager/Assistant Manager

The firm, a highly reputable Top 20 Chartered Accountants, are seeking a talented and enthusiastic individual to join the growing team in Bristol.

The role

The successful applicant will need to be a strong and ambitious portfolio manager responsible for their own portfolio of high net worth private clients dealing with everything from compliance to advisory needs. Reporting will be to the Partners, Director and Senior Manager. You will also be required to assist with the management of the group including supervising and reviewing the work of junior staff.

The role includes managing all the related and complex aspects of the tax affairs of a variety of high net worth private clients, including non-UK domiciliaries. Experience of internationally mobile individuals and employees, residence and domicile, including the statutory residence test and the remittance basis would be very useful.

There is also the opportunity to become involved with other tax related projects outside of the individual\'s normal portfolio responsibilities, assisting in one-off tax advisory projects, writing articles or briefing notes for publications as well as assisting with other business development activities and presentations.

The role provides an excellent range of work for someone with a strong personal tax background wishing to broaden his or her experience.

The individual

• The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity as a manager or assistant manager. 
• Experience of running a tax compliance portfolio, including organising the delivery of work, problem solving and the ability to use your own initiative is essential.
• The successful applicant will require confidence in dealing with partners and clients, excellent organisation and interpersonal skills, the ability to provide accurate work in a timely and cost-effective manner and comfortable at working under pressure to tight deadlines within an ambitious team.
• Candidates should be educated to at least A level, ideally degree level and will have obtained a relevant professional qualification i.e. CTA/ACA/ICAS.

Salary/benefits

The firm offers a highly competitive and market leading benefits and remuneration package, which includes a dynamic and varied workload and excellent prospects for progression, performance-based bonus scheme, eligibility for the firm\'s Profit Sharing Plan which enables staff to share in the profits of the firm â£" just to name a few benefits.

If you would like to be considered for this role then please apply or contact Jodi King at AJ Chambers for more information.

Corporate Tax Manager

The firm, a highly reputable Top 20 Chartered Accountants, are seeking a talented and enthusiastic individual to join the growing team in Bristol.

The role

We are looking for a manager with recent corporate tax experience to join our fast-growing and dynamic Bristol office to provide direct support to the partners by managing the corporate tax affairs of an existing portfolio of primarily owner-managed business clients.

The mix of work will be varied as the client base is across a full range of business sectors, including property, innovation, farming, financial services, sport & entertainment and not for profit.

In addition to the annual corporate tax compliance work, tax planning and advisory projects will arise as a matter of course across this diverse portfolio of clients. These will include areas such as group tax planning, property transactions, capital allowances, R&D tax credits, s455 tax and cross border transactions.  The successful applicant will also work closely with the Director on stand-alone tax advisory projects, including structuring acquisitions and disposals, share based incentives, transaction support and due diligence. Tax accounting will also be an essential part of the role.

The role would also include responsibility for the supervision/review of work undertaken by the junior members within the team, including some staff responsibilities and work planning. The individual will in most cases report directly to the head of the corporate tax team and/or the client partner.

Ongoing training will be provided, with the opportunity for the individual to attend the firm\'s annual tax conference and to attend both internal and external training sessions.

The individual

• The ideal candidate will be pro-active and resilient. They will require recent practical experience in running a corporate tax portfolio and have a detailed up to date working knowledge of corporate taxation issues.
• Experience of organising the delivery of tax work, problem solving and the ability to use their own initiative is essential. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
• Previous experience of using computerised accounts and tax packages is useful. The firm uses Alphatax.
• Applicants should be preferably CTA and/or ACA qualified.

Salary/benefits

The firm offers a highly competitive and market leading benefits and remuneration package, which includes a dynamic and varied workload and excellent prospects for progression, agile working and flexibility, performance-based bonus scheme and eligibility for the firm\'s Profit Sharing Plan â£" just to name a few benefits.

If you would like to be considered for this role then please apply or contact Jodi King at AJ Chambers for more information.

AJ Chambers are currently seeking a Business Tax Manager to work with a highly reputable London based accountancy practice

• Opportunity to work diverse portfolio of clients
• You will be given a good range of technical work
• A healthy amount of advisory work available
• A very competitive renumeration

Business Tax Manager responsibilities

• Managing a portfolio of corporate tax clients
• Preparing / reviewing corporate tax returns
• Working with some of the firms more complex clients
• Identifying tax planning opportunities
• Advising clients within your portfolio
• Carrying out technical research and producing reports
• Working on adhoc advisory projects
• Mentoring and training the junior staff in your team

Business Tax Manager criteria:

• CTA qualified is preferred
• Good experience in corporate tax (gained within a practice)
• Up to date technical knowledge
• Ability to manage a portfolio of clients
• A team centered approach to work

⣋

For further information on this Business Tax Manager role, please apply direct or contact Thomas Sharland-Harris at AJ Chambers

Audit and Accounts Senior

Payroll Assistant / Payroll Consultant

Part-time and full-time available

AJ Chambers are currently working with a rapidly growing Regional Firm of Chartered Accountants and Business Advisors who are looking to expand their Payroll Team based in Spalding.

Reporting to the Payroll Supervisor, the Post-holder will be responsible for the processing and reviewing of weekly, fortnightly, 4-weekly, monthly, quarterly and annual payroll schemes, processing of other payments and benefits and meeting statutory requirements for the Bureau\'s client base.

Key tasks and responsibilities

• Accurate variable data entry into payroll software for multiple pay periods.
• Process all new starters and leavers.
• Provide advice and guidance relating to payroll matters to both internal staff and clients.
• Understanding of statutory payment and leave legislation and its application.
• Be able to manually calculate statutory payments.
• Be competent in manual payroll calculations for various contract types.
• To respond to routine correspondence and enquiries from staff and clients.
• To maintain manual and computerised systems for each of our payroll clients.
• Write liability letters and post payroll documents to clients in-line with GDPR legislation.
• To build and maintain personable client relations.
• To deal with all client contact effectively and courteously.
• Manage Construction Industry Scheme on behalf of clients.
• To maintain and manage the HMRC gateways for client notices.
• Accurate management of client pension schemes
• To send client payroll through our secure portal to ensure GDPR compliance.
• Assist payroll team in the submission of RTI data on behalf of the client.
• Ensure all client files are maintained to a high standard.
• Ensure all payroll documentation is correctly filed on Virtual Cabinet.
• Ensure all payrolls are run accurately and in a timely manner with exceptional eye to detail.
• Assist the Payroll Manager in ad-hoc client visits and meetings.
• Production of payroll reports for both staff and payroll clients.
• Assist in ad-hoc HR projects for clients.
• To support the marketing of the Payroll and HR Bureau to new and existing clients.
• To provide an effective service for payroll transfers including ensuring accurate data entry and advice.
• To provide administrative support to other departments within the business on an as required basis.
• The post-holder may be required to undertake other duties that are commensurate to the post-holder\'s abilities, position and grade.

Key skills and competences

• Experience of using Sage 50 Cloud payroll is advantageous; experience of using other payroll software packages is desirable although not essential.
• Strong administration skills are essential.
• Flexibility with hours and peak periods of work is essential.

Person specification

• Flexible and adaptable in approach to work with the ability to multi-task.
• Meticulous and accurate.
• Excellent attention to detail.
• Good communicator and personable.
• Highly organised with the ability to prioritise and work to deadlines.
• Process driven.
• Team player.

Other Responsibilities

• Perform duties to a high standard and to ensure that the quality assurance processes are implemented successfully across the business, particularly relating to their own role.
• To support the promotion of positive relationships with staff and outside clients.
• To be aware of the nature of confidentiality within the business.
• Actively participate and make an appropriate contribution to performance management.
• Identify personal training needs and other learning activities as required.
• Positively contribute to a safe office environment ensuring compliance with.
• Health and Safety policies and procedures.
• To contribute to the overall ethos, work and aims of the bureau.

The position is great opportunity for someone looking to further their payroll career and join a forward thinking, innovative and growing practice in a diverse rapidly growing team.

A competitive salary, benefits package plus a continuous training and professional development program will be offered to the right candidate.

For further information on this position, please apply direct or contact Darren Buckley at AJ Chambers