Corporate Tax Senior

Tax Senior

Location: Sevenoaks

Working Arrangements: Flexible hybrid working arrangements

Job Title: Tax Senior

Main Purpose of Job: To work with the team to ensure timely and accurate delivery of tax services

Reports to: Tax Manager

Department: Tax

Duties & Key Responsibilities:

• Manage a small portfolio of clients
• Produce more complicated letters for clients
• Ensure professional knowledge is technically up to date by attending necessary courses and webinars
• Billing and WIP Management, understanding its importance within the firm
• Maintain client relationships, including attending client meetings
• Control workflow and manage filing deadlines and payment dates
• Identify tax planning and cross-selling opportunities to pass on or deal with directly
• Support the Tax Manager(s) and the wider senior tax team
• Professional/ethics awareness

General Responsibilities:

• Support the Tax Manager(s) and the wider senior tax team
• Understand the needs of the client through direct contact and managing a small portfolio
• Effective communication with clients and colleagues, using initiative and ensuring accurate documentation
• Liaise with clients to ensure completion of assignments in line with planned timescales
• Maintain quality of work while organizing and managing time efficiently and effectively
• Good understanding of various tax areas (income, capital gains, national insurance & PAYE, pension planning, corporation tax, and business tax)
• Basic understanding of inheritance tax and VAT
• Deal with HMRC tax enquiries with supervision
• Research when personal knowledge or understanding is lacking and ask questions when required
• Aware of relevant financial targets and constraints, contributing to achieving these
• Manage own client budgets, keeping the tax manager informed of progress and potential problems
• Plan time effectively and complete timesheets by the required deadline
• Undertake CPD in accordance with Institute/Wilson Partners requirements and maintain up-to-date CPD records
• Maintain high professional standards of conduct and practice

Knowledge & Experience:

• Qualified ATT – minimum 2 years relevant tax experience
• No ATT Qualification – minimum 4 years relevant tax experience

Personal Attributes:

• Willing to embrace change and new ideas
• Attention to detail
• Good team player demonstrating commitment and respect to other team members
• Open and honest communication
• Can-do attitude