Tax Consultant
Oxford • Permanent • £28000 - £33000
Updated - 22/07/2008
Managing a portfolio of 150 - 250 personal tax clients plus personal tax
for partners clients and ensuring compliance with Revenue and in house
deadlines.
Every April contacting clients for tax return & P11D information.
When received acknowledging then preparing and processing the tax
return/P11D by reference to information provided, held on file or from
awareness of the client’s individual circumstances.
Calculation and advice of personal tax/NICs & Class 1A NICs liabilities,
together with due dates of payment, to client.
Confirming to clients that their signed tax returns/P11Ds have been
submitted. Supplying copies of latter to client for distribution.
Reviewing IT/C4NIC payments on account at intervals and reducing where
appropriate to avoid unnecessary tax being paid.
Billing personal portfolio clients after work completed. Involving the
preparation and issue of the bills taking into account time charged, write
on/off.
Setting up and deleting clients’ records where appropriate, through Pertax.
Dealing with correspondence, telephone calls and arranging interviews
with clients/potential clients.
Dealing with Revenue correspondence, telephone calls and enquiries.
Technical matters addressed as requested by clients and partners.
Capital gains and inheritance tax planning and advice.
National Insurance ongoing advice.
Who we're looking for
You should have knowledge of all aspects of personal, trust, estate and
business taxation required.
Experience will have been gained by qualification and experience.
The role requires portfolio management skills and client management
skills.
The office environment is becoming paperless with telephone, e-mail and
internet filing the standard mode of operation so strong IT skills are
essential.
About our client
A long established and very well respected accountancy firm. Continued development now means that they are one of the largest firms in the area.
What's on offer
A interesting and challenging opportunity with on of the major accountancy firms in Oxford.
Page Personnel Contact
For more information or to apply, phone: 01753 497 603. Alternatively, email sloughfinance@pagepersonnel.co.uk, quoting Job Ref: 5996179