Key Achievements:

• Assisted in preparing client tax returns, ensuring 100% on-time filing and compliance.

• Supported senior staff in identifying £20,000 / $25,000 in client tax savings and credits.

• Streamlined tax filing documentation, saving 5–8 hours per month for the team.

Duties & Responsibilities:

• Prepare preliminary corporate, personal, and indirect tax returns for clients under supervision.

• Maintain accurate client tax records and supporting schedules.

• Assist with gathering and organising documentation required for tax filings.

• Conduct basic tax research to support compliance and advisory tasks.

• Support senior staff in audits, investigations, and client queries.

• Liaise with clients to collect information and clarify routine queries.

• Review accounting records to ensure completeness and accuracy for tax purposes.

• Identify simple errors or discrepancies in client financial information.

• Ensure adherence to statutory deadlines for tax submissions.

• Assist in the preparation of tax working papers for senior review.

• Support preparation of tax provision calculations for client financial statements.

• Participate in process improvement initiatives to enhance tax filing efficiency.

• Provide administrative support to the tax team, including scheduling and document management.

• Maintain confidentiality, integrity, and professionalism in all client interactions.

• Keep up-to-date with basic changes in tax legislation and filing requirements.

• Collaborate with colleagues to ensure efficient workflow and accurate reporting.

• Provide ad-hoc support on client engagements as required.

• Participate in training and professional development programs.

• Assist in internal quality control and review processes.

• Support team efforts in delivering accurate and timely tax services to clients.