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 don’t need to have tax experience, but some administrative experience would be beneficial.
Job role and responsibilities
Assist with the preparation of personal Tax Returns.
Assist with the preparation of Tax Calculations
Drafting emails to request client information.
Identifying any missing information and requesting appropriately.
Requesting and downloading information available internally.
Organising and preparing tax files.
Data entry into the Tax Software
Liaising with your Tax Advisers in respect of ongoing Tax work to ensure collaboration to meet deadlines.
Updating client Tax codes.
Preparing letters on behalf of clients to HM Revenue and Customs
Liaising with HM Revenue and Customs with various client affairs.
Preparing meeting notes ahead of client calls
Completing meeting follow up notes
You will be part of a team of administrators and Tax Advisers and will ensure that all reporting deadlines are adhered to.
Requirements - Your experience should include the following:
Excellent attention to detail
Strong numerical and analytical skills
Proactive, self-motivated and able to take responsibility for work under own initiative
Ability to work under pressure whilst delivering work in a timely manner in accordance with strict deadlines
Strong time management and organisational skills
Excellent teamwork skills and the ability to communicate effectively with colleagues and clients at all levels.
Handling of sensitive and confidential information properly.
Professional Qualifications and Minimum Experience
At least 2 years’ experience within an administrative role
Proficiency in Microsoft Word, Excel, Outlook.
Good Mathematical skills
Experience within financial services/accountancy is desirable, but not necessary.
Remuneration and Benefits:
Competitive Salary
Online GP
Cycle & Tech Schemes
Company-issued Tech
Hybrid working - 3 days in the office, 2 at home.
Pension after qualifying period
PMI with Vitality after qualifying period
Cash plan with BUPA after qualifying period
Ad-hoc incentives
Birthday Lie in
Perkbox
Family Friendly Benefits
Gym and active discounts
Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
By applying for this role, you confirm that you have the right to work in the UK.
If you require any reasonable adjustments, please let a member of staff know.
Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.
You may also have experience in the following roles: Tax Administrator, Tax Assistant, Tax Support Administrator, Tax Compliance Administrator, Financial Services Administrator, Accountancy Administrator, Payroll Administrator, Tax Office Assistant, Tax Processing Administrator, Personal Tax Assistant, Corporate Tax Assistant, Tax Compliance Assistant, Taxation Administrator, Tax Operations Coordinator, Finance Administrator, Accounting Support Administrator, HMRC Liaison Officer, Financial Planning Administrator, Wealth Management Administrator, Audit and Tax Administrator, Tax Documentation Specialist, Tax Data Entry Clerk, etc.
REF-(Apply online only)