Senior Tax Officer

UK's largest specialist probate company currently have an exciting opportunity for a Senior Tax Officer to join their new team based in Sheffield.

As the Senior Tax Officer you will sit within the Operations Team and will be responsible for preparing and filing forms SA100, SA900, R27, R40, CG34 and R185 within a case. As well as the preparation of property rental accounts and other ad hoc tasks, to aid the completion of probate.

Responsibilities:

- To check that all applicable Tax forms have been completed in relation to each case and task.
- Manage a complex caseload of repayment claims and self-assessment, tax to date of death cases.
- Ensure caseload is actively managed negotiating and liaising with third parties to ensure tax does not hold up completion of the estate.
- Provide mentoring assistance to other members within the team and undertake audits against required standards providing feedback as necessary
- Investigate and identify, where required, if relevant forms have not been completed historically and remedy if applicable.
- Understand the impact of various sources of income and identify the type of tax return to be completed.
- Ensure that there is evidence and supporting documentation for all necessary transactions.
- Keep informed and updated on procedural changes and if need be, work with internal colleagues including section heads on updating these.
- Identify risks at the earliest point to enable them to be logged and escalated through the appropriate channels
- Work to targets, Key Performance Indicators (KPIs) and service levels agreed for team.
- Maintain a high level of professional integrity and strict confidentiality at all times.

Skills and Experience

Essential:
- Good general understanding of personal finances including bank accounts, insurance policies, shares, mortgages etc.
- Good all round book-keeping and accounts knowledge.
- Strong administrative experience, including both written and verbal correspondence.
- Excellent IT skills, including experience of MS Word, Excel and Outlook and tax software.
- Inquisitive mind.

Desirable:

- Experience of working on bespoke internal computer systems
- Knowledge and understanding of Income and Capital Gains Tax.
- Experience of liaising with third parties via telephone - a calm, confident and polite telephone manner is essential.
- Studying towards or fully ATT, AAT or STEP Certificate qualified, or relevant experience gained within HMRC or the accountancy/legal professions.
- Experience in completing Tax Returns.

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