Job Description
The role holder will provide OMB/SME direct tax advisory services to the firm’s high growth business clients. Although the focus is tax credits, there will be many opportunities to develop knowledge and experience in a wide range of tax fields.
We are seeking an individual who has experience and is keen to develop further in all or any of the following fields, but particularly within the field of tax credits, supporting more senior members of the team:
- Complex corporate tax compliance
- Identification and preparation / submission of tax credit claims working closely with our own in-house non-tax engineering qualified lead manager and supervising tax partner
- Equity incentives (EMI options for example) and Employment Related Securities
- EIS / SEIS related matters
- Corporate finance transaction tax advisory and due diligence
- Corporate reconstructions / demergers etc.
- International business direct taxes matters and structuring
- Ad hoc business tax advisory
- Complex direct tax HMRC enquiries
- Undertaking client tax work by careful reference to and consistent with the firm’s procedures, to ensure all assignments are completed to a consistently high standard
- Taking a lead role in and managing the assignment process throughout, investigating and resolving problems that may arise during assignments and notifying the Tax and/or Engagement Partner of progress and of any unresolved issues at the earliest opportunity
- Documenting work in a clear and concise manner, ensuring all working papers are legible, easy to follow and well presented
- Technically up-to-date with all relevant tax matters and able to accurately interpret and apply current tax legislation
- Ensure that work is delivered on time and / or to budget
- Management of work-in-progress on all assignments ensuring regular and timely billing and assisting with the prompt collection of debtors
- Reviewing tax work and smaller assignments undertaken by general practice staff, providing coaching (where necessary) and addressing outstanding issues
- Taking a lead in and proactively supporting colleagues in client / potential client meetings
- Be involved in internal and external presentations
- Ensure all outgoing work is appropriately reviewed and authorized in accordance with the firm’s Tax Manual.
- Liaise with other departments as necessary on client affairs