Job Description

Are you a motivated and detail-driven individual with a keen interest in tax and self-assessment? We are looking for an enthusiastic and proactive Self Assessment Team Member to join our team. This is a fantastic opportunity for someone eager to learn, grow, and contribute to a thriving business, while supporting clients with their self-assessment tax returns and related queries.

As a Self Assessment Team Member, you will play a key role in ensuring our clients' tax returns are managed efficiently, accurately, and in compliance with HMRC regulations. We are looking for a dynamic individual who is excited about developing their skills, taking initiative, and being a part of a collaborative and professional team.

Your key responsibilities will include:

Allocations:

Efficiently allocating payments and tax-related transactions to ensure accurate and timely processing of self-assessments.

Calculations:

Conducting detailed calculations related to self-assessment, ensuring accuracy and compliance with tax regulations.

Client Communication:

Professionally liaising with clients to address any self-assessment queries, offering advice and clarifications in a clear and responsive manner.

Submissions to HMRC:

Preparing and submitting self-assessment tax returns on behalf of clients, ensuring all information is accurate, complete, and submitted within the required deadlines.

Enquiries:

Handling client enquiries regarding self-assessment and tax-related issues, offering practical and accurate solutions.

Maintain Client List & Records:

Keeping client records well-organised, up-to-date, and easily accessible for future reference or review.

Maintain Trackers:

Regularly updating internal trackers to monitor the progress of tax returns, payments, and other related tasks, ensuring nothing is overlooked.

Raising Invoices:

Generating invoices for services rendered, ensuring accuracy in billing and timely submission to clients.

Self Assessment Related Letters:

Drafting and sending client letters related to self-assessment matters, ensuring clear communication and professionalism at all times.

Email Management:

Managing and responding to email correspondence related to self-assessment matters, ensuring prompt and professional communication.

Support Complex Director Self Assessments:

Providing support in managing complex director-level self-assessments, ensuring all required information is collected and processed correctly.

Ideal Experience:

Familiarity with Capium or other accounting software, with experience in managing self-assessment processes. Previous experience working within corporate or company accounts, with a solid understanding of tax processes and compliance.

Essential Skills & Experience:

Proficiency in MS Excel, MS Outlook, and MS Word. A minimum of intermediate knowledge in MS Excel, including skills in VLOOKUPs, IF statements, and Pivot Tables. Previous experience in a professional office environment, with an ability to handle multiple tasks efficiently and communicate effectively with clients and colleagues alike.
We are looking for someone who is eager to learn, adaptable, and able to take the initiative in managing their workload. If you thrive in a fast-paced environment and are excited about expanding your knowledge in self-assessment and taxation, we would love to hear from you.

Why Join Us?

This role provides an excellent opportunity for career development within the world of self-assessment tax. You will be part of a supportive, forward-thinking team that encourages personal and professional growth.

If you are ready to take the next step in your career and make a real impact, apply today!

We look forward to hearing from you and welcoming you to our team.

Job Types: Full-time, Permanent

Pay: 25,000.00-27,000.00 per year

Benefits:

Free parking
Schedule:

Monday to Friday Weekend availability
Language:

Fluent English (preferred)
Work Location: In person

Application deadline: 14/03/2025
Reference ID: DA-CO-IN