Role: Tax Associate
Location: Bootle, Liverpool
Salary: £30,000-£40,000 per year
 
Overview and Opportunity 
 
Achieve Professionals are working with an independent Chartered Accountants and Business Advisors in Liverpool.
 
Job Description 
 
You will work on a diverse portfolio of clients, delivering tax compliance, mixed across both corporate and personal tax. The ideal candidate will have a strong personal tax background, along with corporation tax experience.
 
Although this role is mainly compliance, there will be plenty of opportunity for the ideal candidate to assist in, or undertake, various tax planning/advisory exercises and opportunities, once they develop within the role.
 
Role Responsibilities 

• To be responsible for own portfolio of personal tax clients, ensuring that all compliance work is completed accurately, efficiently and by the required deadlines.
• To undertake corporation tax reviews and the preparation of corporation tax returns. 
• Reporting to the Tax Manager. 
• Completion of self-assessment tax returns including Partnerships, LLPs, Sole Traders, and Capital Gains Tax.
• Preparation of forms P11D, and related Benefit in Kind matters.
• Telephone calls, letters, and meetings with clients.
• Corresponding with HMRC.
• Preparation/review of tax and capital allowances computations.
• Preparation and submission of company tax returns.
• Monitoring tax payments due and advising clients accordingly.
• Record time spent on each client’s affairs, using the relevant computer software to submit daily timesheets, ensuring that work is completed within budget and raising own bills, as/when required. 
• Other ad hoc duties may be required from time to time to assist with the smooth running of the tax department or to provide additional assistance to clients.
• Attend and participate in team meetings and attend training such as tax webinars/ courses, as necessary.

Candidate Requirements 

• Strong personal and corporate tax experience within a practice environment
• Must be fully qualified in ACCA/ACA/AAT/CTA
• Technical and IT skills – Working knowledge of tax software programs, Word, Excel and other Windows based systems. Knowledge of Iris Accountancy Suite software would be desirable, but not essential.
• Good communication skills, both oral and written, with the ability to communicate confidently with clients.
• Good organisational and time management skills, ability to work steadily under pressure, able to meet deadlines and commitments, and above all client expectations at every possible opportunity.
• Commitment, drive and ambition to develop and progress.
• Ability to work effectively in a team environment. 
• Trust experience may be advantageous but not essential

Benefits 

• Flexible working arrangements are an option, with 2 days working from home
• Generous company pension scheme
• Death in Service benefit of two times the annual salary (accrued after 3 months’ service)
• Free car parking
• Team social events

How to Apply 
To apply for this role, please send your CV to: andrew@achieveprofessionals.com