Partnership & Employment Tax Assistant

INHOUSE OPPORTUNITY FOR A PRIVATE CLIENT TAX SENIOR / ASSISTANT MANAGER

PARTNER & EMPLOYMENT TAX ASSISTANT - London Hybrid

My Client is the leading Financial & Professional Services Group with over 186 years of experience in helping generations of people and businesses to thrive. With over £62 billion of assets under management, they offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

What we are looking for:

As a Partner and Employment Tax Assistant, you will help with the provision of internal partner tax services and employment tax advice to the Group. (For the avoidance of doubt, this is role does not involve interaction with external clients.)

Tasks related to completion of tax returns for individuals, trusts and LLPs, including, but not limited to:

• Drafting returns to a high standard;
• Prioritising own workload;
• Organisation of source data;
• Preparing accurate and clear working papers;
• Accurate input to system;
• Efficient use of Excel and other software as appropriate.
• Highlighting technical points which require additional consideration by senior colleagues and, when requested, assist in technical research and/or drafting technical advice.

Partner Tax Payments & Reserving:

• Assist in annual review of partner tax reserving and calculation of adjustments;
• Assist in preparation of partner tax payment instructions such that all tax payments are made promptly and correctly;

Client Administration:

• Ensure all files are kept in good order and trackers are up to date;
• Ensure all controls, e.g. review sheets, are complied with and appropriately filed;
• Assist with budgeting and billing process;

Assist with Group employment tax matters including:

• Group Tax's overview of the P11D and PAYE settlement processes (which are run within the wider Group Finance team) including initial review of the returns and assistance with technical queries from the return preparers
• the tax implications and reporting requirements around short term business visitors and internationally mobile employees
• considering implications of changes in legislation and interpretations
• Ad hoc queries

Ideal Qualifications:

• Qualified Accountant (ACA/ACCA/CA/Equivalent) and/or ATT / CTA
• Experience gained within the profession and/or financial services, including experience of managing own workload
• Solid base of tax technical knowledge in Private Client tax including income tax, CGT, and basic inheritance tax plus willingness and aptitude to learn
• Knowledge of partnership tax and employment tax matters desirable, but not essential if willing to learn and develop in these areas;

Fantastic Benefits on offer:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.