TAX ASSISTANT OPPORTUNITY - SHERBORNE

Reports to: Head of Tax
Salary: £25,000-£35,000 DOE
Flexible Working: Option to work from home one day per week after training/probation.

This is a fantastic opportunity to join a supportive team and advance your tax career in a mixed role with a strong personal tax bias. You will work on a variety of tax compliance tasks, including:

• Maintaining personal tax records for UK self-assessment returns, ensuring timely submission of all returns and payments.
• Assisting with complex areas such as capital gains computations, income forecasts, and implementing Making Tax Digital (MTD).
• Preparing income and expenditure information for tax purposes.
• Managing EIS/SEIS relief tax records for qualifying investments, preparing claim forms, and tracking claims and withdrawals.
• Preparing VAT returns for sole traders, integrating VAT data into tax returns, and assisting with VAT-related queries.
• Completing international tax reporting forms (FATCA/CRS/AEI) for individuals and businesses.
• Contributing to ad-hoc tax and investment-related research and projects.

ADDITIONAL OPPORTUNITIES BASED ON EXPERIENCE:

• Gaining hands-on experience in UK trust and inheritance tax, including trust tax returns and computations.
• Reviewing corporation tax returns and computations, alongside maintaining corporation tax records.
• Providing technical support to the payroll team, researching questions on payroll taxes and staff benefits.

BENEFITS INCLUDE:

• Study support for ATT qualification.
• Payment of your professional membership subscription.
• Ongoing CPD to support your career development.
• Competitive salary with annual reviews, including salary and bonus.
• 10% employer pension contribution, with the option to make additional contributions via salary sacrifice.
• 25 days holiday plus bank holidays, with an additional 3 discretionary days at Christmas.
• Individual BUPA cover with unlimited outpatients and dental care.
• Life insurance (4x gross salary).
• Access to cycle-to-work and electric car salary sacrifice schemes.
• Free car parking.
  This is a great opportunity to develop your tax career in a supportive and dynamic environment. If you’re looking for a challenging and rewarding role, we’d love to hear from you

This is a fantastic opportunity to join a supportive team and advance your tax career in a mixed role with a strong personal tax bias. You will work on a variety of tax compliance tasks, including:

• Maintaining personal tax records for UK self-assessment returns, ensuring timely submission of all returns and payments.
• Assisting with complex areas such as capital gains computations, income forecasts, and implementing Making Tax Digital (MTD).
• Preparing income and expenditure information for tax purposes.
• Managing EIS/SEIS relief tax records for qualifying investments, preparing claim forms, and tracking claims and withdrawals.
• Preparing VAT returns for sole traders, integrating VAT data into tax returns, and assisting with VAT-related queries.
• Completing international tax reporting forms (FATCA/CRS/AEI) for individuals and businesses.
• Contributing to ad-hoc tax and investment-related research and projects

You should be enthusiastic about progressing your career in tax and eager to take on a varied role that will broaden your experience. The ideal candidate will have:

• Attained or be working towards an ATT qualification with at least 18 months of relevant experience, ideally in a Practice environment.
• A professional, approachable manner with the ability to develop relationships across teams and with clients.
• The initiative to take ownership of tasks, see them through to completion, and seek feedback for continuous improvement.
• Strong IT skills, particularly in Microsoft Office; knowledge of accounting software is a plus.
• A collaborative, team-focused attitude