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.