Contract: Permanent
Hours: Full time
Salary: £28,000 per annum
Location: Office based, London, EC3V 9BQ
The tax team is one of the largest in the company and delivers a first class tax service to our large client base and team of Financial Planners. We are looking for an individual who takes pride in their work, to support the team with all administrative work. You dont need to have tax experience, but some administrative experience would be beneficial.
Job role and responsibilities
1. Assist with the preparation of personal Tax Returns.
2. Assist with the preparation of Tax Calculations
3. Drafting emails to request client information.
4. Identifying any missing information and requesting appropriately.
5. Requesting and downloading information available internally.
6. Organising and preparing tax files.
7. Data entry into the Tax Software
8. Liaising with your Tax Advisers in respect of ongoing Tax work to ensure collaboration to meet deadlines.
9. Updating client Tax codes.
10. Preparing letters on behalf of clients to HM Revenue and Customs
11. Liaising with HM Revenue and Customs with various client affairs.
12. Preparing meeting notes ahead of client calls
13. Completing meeting follow up notes
14. You will be part of a team of administrators and Tax Advisers and will ensure that all reportin...