Tax Assistant

by | May 1, 2024 | Vacancies

The position 

The main responsibilities of the Tax Assistant will be to prepare and review tax returns, P11Ds and ATED returns as well as support the Senior Tax Manager with tax planning projects and compliance matters. Strong attention to detail, excellent organisational and time management skills are essential for this role. You will have the ability to plan and anticipate their own workload, so the Tax Team continues to deliver a professional service to our client.

 

An outline of the job and what it will entail is stated below:

  • Completing personal tax returns
  • Completing CGT returns
  • Being a team player and supporting each other with queries, and other staff members with queries
  • Dealing with client post, ensuring letters are checked and clients are updated.
  • Trust tax returns and annual declarations
  • Share transfers/reclassification. 
  • Tax calculations 
  • Overpayment relief claims 
  • Communicating with clients, ensuring their requests are fulfilled, i.e. SA302/Tax year overview requests, repayment chasing

 

About you:

  • Interact well with clients and other staff members.
  • Meticulous attention to detail and organisation.
  • Strong mathematical and administrative skills.
  • Work independently but also as part of a team and help others when required.
  • Conversant with Microsoft Excel and Word.
  • Strong communication skills.
  • Ambition to succeed & progress within the firm.
  • Strong work ethic.

 

Qualifications:

  • Part-qualified / qualified ATT
  • 2 years relevant experience, or more

 

Dunkley’s is committed to providing a supportive and collaborative work environment where employees can thrive and grow professionally. Join our team now and make meaningful impact in the financial success of our clients! 

 

Benefits 

 

  • Flexitime 
  • Free Parking 
  • Weekly Fresh Fruit 
  • Socials 
  • Quarterly Pizza Delivery for all our staff 
  • Employee Assistant Programme
  • Paid Overtime  
  • Pension 
  • Life Assurance 
  • Discounted Sporting Events 
  • 20 Days holidays + Bank Holidays 
  • Extra Christmas Holiday Day ( Dunkleys Day ) 

What can we do for you?

If there’s anything you’d like to know about Dunkley’s, we’d love to hear from you.