Accounts And Taxation Senior
Are you looking for the next step in your accounting career?
Our client requires a self-motivated and positive individual with a passion for quality and excellence in service delivery and an attention to detail with associated skills for communication & working as part of a team in Weston Super Mare
You must have practice experience and experience of maintaining and developing client relationships, you will be required able to look after a small portfolio and team and work as a PA to the Manager.
Excellent Customer Service Skills
Attention to Detail
Good knowledge of Microsoft Office and Accounting applications
AAT qualified with a minimum of 4 years tax and accountancy experience
Personal / Corporate Tax experience
Accounts preparation experience
Main Duties will include -
Assistance with maintaining and developing client relationship for a designated portfolio:
Financial Accounts preparation, review, and analysis from a range of different sources -mainly computerised but including manual records for clients of the business. This to include the accounts of sole traders, partnerships and Limited companies.
Financial reporting / disclosure matters
Assistance with calculation of adjusted profits and capital allowances claims.
Liaison/ support / meetings with clients and report writing/letter writing/ telephone support as necessary
Tax Return preparation and analysis for a range of different clients with a range of different source of income - to include sole traders, partnerships, companies, directors and trusts /estates using different source material onto in- house tax software (Digita) and other supporting software
Basic income & expenditure accounts, income summaries and scheduling of relevant data for tax return drafting. Ad hoc reporting as required.
Assistance with other tax issues in respect of capital taxation and indirect tax matters.
Liaison with HMRC and report writing/letter writing as necessary with support as needed
Use of in house tax software and accounts preparation software and industry standard products for review and analysis of client data
Use of Microsoft Excel for data analysis and scheduling
Use of accounts preparation software and industry standard products used by clients such as SAGE, Xero and Quickbooks
To keep up to date with changes in relevant tax legislation
Desirable Skills -
Basic Capital Taxes
Portfolio management / oversight of junior assistants
Basic VAT knowledge
Experience of HMRC aspect enquiries
Digita Tax and Accounts software
Salary Dependent on qualifications and experience, Holiday 28 days including Bank Holidays, Pension and PHI after successful completion of probationary period.
To apply for this role, please call Elizabeth on 0117926 4552 or send your CV