Job Title: Tax Support Trainee
Hodge Bakshi and who we are:
Our mission is to deliver exceptional value through bespoke services that surpass expectations through achieving the highest professional standard by recognising people as our greatest asset.
Job Description:
As a member of the Tax Support department with a leading firm of Chartered Tax Advisers, the chosen candidate will play a pivotal role in supporting the tax department.
Tax Support are responsible for providing high-level support to the tax department, the wider team and the Directors. There will be regular interaction with team members, HMRC and clients.
Responsibilities:
- Support a thriving tax team with various assignments
- Ensure that statutory deadlines for the filing of tax returns are achieved, liaising with clients efficiently where additional information is required
- Assist with the management of a portfolio of clients and act as point of contact for enquiries
- Work flexibly as part of the wider team. This may mean assisting colleagues from time to time in support of the efficient operation of the practice
- Preparation and filing of tax returns in a timely manner
- Keep up-to-date with taxation news and regulations, knowledge sharing across the team
- Build strong rapport with clients, proactively handling queries and problem solving
- Champion your own professional development, undertaking training opportunities
- Review & process tax post received
- Liaise with tax enquiry insurance provider to request quotes and raise final fees
- Submit self-assessment tax returns and corporation tax returns
- Maintain client database for all information received
- Prepare tax return progress reports to share with the tax team
- Prepare letters for client and HMRC relating to various tax matters - appeal penalties, change accounting periods, etc
- Draft professional clearance letters requesting new client information
- Preparation of self-assessment tax returns from information provided by clients – for review by tax manager
- Dealing with HMRC regarding PAYE coding notices, overpayments, issue of tax returns, etc
- Checking HMRC calculations and reconciling to computations submitted
- Registering new clients with HMRC – processing of forms 64-8, SA1, CWF1, etc
- Corporation tax compliance – dealing with notices issued by HMRC, reconciling, etc
- Draft taxation fees
- Prepare bespoke engagement letters
- Provide information requested by client for mortgages, etc
- Perform any other duties as assigned by the tax department, wider team and the Directors
Requirements:
- You will ideally be a graduate with a 2:1 or first class degree (or expected) from a mathematical or engineering background
- Excellent time management with the ability to prioritise tasks, meet deadlines, and manage multiple responsibilities.
- A proactive and resourceful mindset to identify issues, troubleshoot problems, and propose effective solutions
- Excellent communication skills, both verbal and written, with the ability to interact confidently with individuals at all levels, including clients
- Being flexible and open to change, as the responsibilities and demands may vary in a dynamic work environment
- An excellent eye for detail to ensure accurate administration of client records, financial information and ensuring compliance with industry regulations
- Proficiency in using a variety of software applications, including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and practice management systems. Advanced Excel skills would be particularly beneficial
- The ability to handle sensitive information with the utmost discretion and maintain confidentiality
- Collaborative skills to work effectively with colleagues across different departments and contribute to a positive and supportive work environment
Training:
On offer is fully funded support for the ATT / CTA qualification.
Application:
Should you meet the requirements, please send a CV through to careers@hodgebakshi.com. Please ensure the email subject title reads: Tax Support Trainee Application