At Sedulo we are building a world class team to deliver our mission to make positive changes in the communities we work in. We do this by:
- Working with our clients to transform their business and personal finances.
- Connecting and contributing to the business community in the cities we are located in.
- Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation.
- Being a great place to work and develop your career.
Role Purpose
Working closely with the Head of Personal Tax and other team members, you will be responsible for delivering a world class personal tax compliance service to clients.
Role Objectives
- Managing a portfolio of clients, including high net-worth individuals, directors and sole traders.
- Preparing self-assessment tax returns, acting as the first point of contact for queries and ongoing advice, building and maintaining strong client relationships.
- Completion of self-employed accounts and schedules of income from property.
- Completion of a portfolio of forms P11D and ensuring deadlines are met.
- Assisting with MTD for Income Tax submissions for relevant clients.
- Demonstration of knowledge with regards to tax credits, tax codes, gift aid relief claims for charities and dealing with HMRC Compliance.
- Working closely with the corporation tax compliance team to obtain information required to complete clients’ self-assessment tax returns.
- Ensure compliance with HMRC deadlines and regulations.
- Handle correspondence with HMRC on behalf of clients.
- Identify tax planning opportunities across income tax, capital gains tax, inheritance tax, remuneration planning, property income, and pensions.
Knowledge, Skills and Experience Required
- Newly qualified ATT/CTA with a minimum of four years’ experience in a Private Practice Tax environment.
- Confident in dealing with clients at all levels, excellent communication skills.
- Strong written communication skills to write in various styles as required.
- Technically strong with a passion for knowledge and the ability to think creatively.
- Maintain up-to-date technical knowledge of UK tax legislation.
- Ensure work is completed in line with internal procedures and risk standards.
- Support process improvements and efficiency initiatives.
- Excellent time management skills to ensure all deadlines are met.
- Strong organisational skills and ability to manage deadlines.
- Detail-oriented with a high level of accuracy.
- Proactive and commercially aware.
- Ability to work independently and as part of a team.
- Strong problem-solving mindset.
- Comfortable with Networking and Business Development.
In Return
We offer a competitive package designed to attract and retain talented professionals, including a market-aligned salary, study support where appropriate, generous holiday allowance, smart and agile working, and access to a supportive and collaborative team environment with clear opportunities for career progression.
Our benefits are designed to help you thrive inside and outside of work:
- Competitive market-aligned salary.
- Company pension scheme.
- Death in service benefits (salary x 4).
- 26 days annual leave plus all bank holidays (which can be culturally flexed).
- Smart working (20% working from home) and agile working hours.
- Ability to work away from home remotely for up to 4 weeks per year.
#J-18808-Ljbffr…