Tax Advisor

Client Taxation Adviser - Hinckley

Our client is a small but successful firm of Accountants. It is seeking a Client Tax Advisor to be responsible for the day-to-day management of a client portfolio of around 200 including:

Individuals

Companies and the directors

Traders and consultants

Partnerships

Landlords

Trusts and charities

Sports and social clubs

Overseas clients with UK tax requirements

Responsibilities primarily include:

Completing and filing online self-assessment tax returns and advising clients of tax due

Providing clients with an available point of contact and providing tax advise as required

Taking client or HMRC phone calls and responding to client emails in a timely manner

Dealing with HMRC on behalf of clients and accessing their tax records online

Gathering relevant tax information from clients and other available sources

Assisting with filing Residential Property Capital Gains Tax reports and advising client of CGT due

Assisting with P11D processing and filing

Preparation of forms CT 61 for companies paying personal loan interest

Always ensuring compliance with our Privacy Policy (GDPR)

For new and current clients

Drafting, updating or reviewing due diligence records

Monitoring clients for AML purposes

Making sure the company has a current engagement letter in place

For new clients

Obtaining agent authorisation with HMRC

Obtaining client ID

Organising online ID check to be done and reviewed by management

Other requirements include advising on and assisting with:

HMRC Compliance enquiries

Compiling and reporting to HMRC on the client s behalf disclosure failings

Capital Gains, VAT, PAYE queries from clients

Charity and gambling commission reporting and compliance

Registration of Trusts and Estates with the Government s Trust and Estate Register

Contacting previous accountants for professional clearance on transferring clients

Drafting Accountant s Reports of mortgage advisers and generating SA302 s

Other general tax advice as required including tax planning for IHT.

Will be involved in MTD ITSA from April 2026.

Salary c GBP40K pro-rata for part time, c 20 hours per week

Hours Flexible.