Tax Specialist (Part-Time)

Posted 1 month ago

Do you enjoy providing a 5-star service to your clients?

Are you most productive working through scenarios to help your client and researching topics to provide accurate advice and support?

Are you happiest when getting tasks completed and you having a great day at work aligns with your clients and teammates having a great day too?

We are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice.  Someone who loves solving problems and being part of a team will fit right in.

The role:

You will be the initial point of contact for tax queries from our clients, addressing their queries related to tax structures, setups, and more.

This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of tax legislation.  The ability to research a topic using publicly available materials, e.g. HMRC Manuals, and subscription services, e.g. Croner-i and Indicator libraries, and draw conclusions from this is imperative.

Managing workload, stakeholders and deadlines will be a key part of the role.

This is an opportunity to join an enthusiastic and growing team.  We regularly ask our team for input into strategy and direction and how they want to develop and what skills they want to gain over the next 12 months.  This is built into their personal development plans.

The responsibilities:

  • Act as the primary contact for client queries, such as regarding tax structures, property transfers, SDLT implications, extracting profits, share buybacks, etc.
  • Review self-assessment tax returns prepared by junior staff and other team members, ensuring accuracy and compliance
  • Lead training and knowledge-sharing sessions to keep the team updated on tax changes, implications and opportunities
  • Attend calls and meetings with key clients to identify tax-saving opportunities and provide strategic advice
  • Manage and deliver specialised projects such as setting up family investment companies, linked investment companies, obtaining EIS status and more
  • Manage and deliver intricate projects like demergers, incorporations, trust formations and inheritance tax planning, working with contractors and white-label service providers
  • Employ a solutions-based approach to meet clients’ objectives effectively and efficiently
  • Ensure clients operate in the most tax-efficient manner, focusing on the optimization of their company structures and operations
  • Develop and maintain expertise in the property sector’s specific tax rules, including VAT rates, group asset transfers, and distinctions between trading vs. investment statuses.

The requirements:

  • Commitment to five star service
  • Drive to learn and constantly improve
  • Commercial savvy and able to see the big picture and the client’s perspective
  • Team player
  • Ability to lead
  • CTA / ACA / ACCA qualified (if ACA / ACCA or no qualification then demonstrable experience with tax matters will be required)
  • Proven experience in a tax advisory role within a UK accountancy practice, with a strong focus on client consultation and tax planning
  • Experience in managing tax-oriented projects
  • Liaising with external partners on complex transactions
  • Excellent communication and interpersonal skills, capable of maintaining positive client relationships and leading team initiatives
  • Knowledge of the property sector’s specific tax rules and regulations is highly desirable
  • Knowledge of implications and practicalities of setting up in Dubai is highly desirable
  • Attention to detail
  • Strong technical skills and understanding of accounting and tax rules
  • Strong analytical and problem-solving skills, with a solutions-oriented mindset
  • Able to adapt to different software and technology
  • Accountancy practice experience (7+ years)

The rewards:

  • Part time role, requiring 20 hours per week
  • Office based, hybrid or fully remote working
  • Quarterly team lunch or away day to discuss strategy
  • Flexible start / finish times to suit commitments
  • Salary: £tbc depending on experience
  • 23 days holiday plus 8x bank holidays (pro-rated for part time)
  • Personalised development plan
  • Performance related bonus scheme
  • 3% Pension Contribution
  • Free onsite parking
  • Comfortable modern offices

Our teammates have said they all feel like they get to use their strengths everyday at work while also being challenged to learn new skills.  We go by the mantra “if you’re standing still, you’re going backwards”.

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