Key Achievements:

• Assisted in the preparation of tax returns, reducing completion time by 20% through process improvements.

• Identified minor discrepancies in client records, recovering £5,000 / $6,000 in overpaid taxes.

• Supported VAT, payroll, and corporate tax reconciliations, saving the team 30 hours per quarter.

• Contributed to cross-border compliance projects, improving accuracy in multi-jurisdictional filings.

Duties & Responsibilities:

• Support the preparation of personal, corporate, and partnership tax returns for UK and US clients.

• Assist in VAT, GST, payroll, and corporate tax filings under supervision.

• Maintain accurate client tax records and documentation.

• Liaise with HMRC, IRS, and other regulatory authorities under guidance.

• Prepare schedules and reconciliations to support tax computations.

• Identify potential errors or inconsistencies in client data.

• Support senior staff in tax audits and investigations by preparing necessary documentation.

• Track tax deadlines and ensure timely completion of tasks.

• Apply basic knowledge of UK GAAP / IFRS and US GAAP / IRS regulations.

• Assist senior tax staff in research and compliance projects.

• Participate in internal training and continuous professional development (CPD).

• Support client communications on routine tax matters under supervision.

• Update and maintain tax checklists, templates, and documentation.

• Perform basic risk checks to ensure accurate tax reporting.

• Collaborate with audit and advisory teams to provide tax-related data.

• Ensure professional and ethical standards are maintained in all work.

• Assist with internal process improvements and efficiency initiatives.

• Prepare draft correspondence and reports under supervision.

• Support multiple engagements and manage priorities across clients.

• Provide general administrative support to the tax team as required.