Our client is a small but successful firm of Accountants. It is seeking a Client Tax Advisor to be responsible for the day-to-day management of a client portfolio of around 200 including:
1. Individuals
2. Companies and the directors
3. Traders and consultants
4. Partnerships
5. Landlords
6. Trusts and charities
7. Sports and social clubs
8. Overseas clients with UK tax requirements
Responsibilities primarily include:
1. Completing and filing online self-assessment tax returns and advising clients of tax due
2. Providing clients with an available point of contact and providing tax advice as required
3. Taking client or HMRC calls and responding to client emails in a timely manner
4. Dealing with HMRC on behalf of clients and accessing their tax records online
5. Gathering relevant tax information from clients and other available sources
6. Assisting with filing Residential Property Capital Gains Tax reports and advising clients of CGT due
7. Assisting with P11D processing and filing
8. Preparation of forms CT 61 for companies paying personal loan interest
9. Always ensuring compliance with our Privacy Policy (GDPR)
10. Drafting, updating or reviewing due diligence records for new and current clients
11. Monitoring clients for AML purposes
12. Making sure the company has a current engagement letter in place
13. Obtaining agent authorisation with HMRC for new clients
14. Obtaining client ID and organising online ID check to be done and reviewed by management
Other requirements include advising on and assisting with:
1. HMRC Compliance enquiries
2. Compiling and reporting to HMRC on the client’s behalf disclosure failings
3. Capital Gains, VAT, PAYE queries from clients
4. Charity and gambling commission reporting and compliance
5. Registration of Trusts and Estates with the Government’s Trust and Estate Register
6. Contacting previous accountants for professional clearance on transferring clients
7. Drafting Accountant’s Reports of mortgage advisers and generating SA302’s
8. Other general tax advice as required including tax planning for IHT
Will be involved in MTD ITSA from April 2026.
Salary: c £40K pro-rata for part time, c 20 hours per week
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