Senior Tax Associate
Date: 7 Nov 2024
Location: Preston, GB, PR1 3HP
Company: MHA
Here at MHA, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together.
As a Top 14 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents.
Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success. As a member of Baker Tilly International, we have a global reach that allows us to offer our insight and expertise wherever our clients need us to be. We believe this makes us a national and international partner of choice for entrepreneurs and multi-national enterprises across the world.
Our agile and responsive approach means we are always on hand to have the right conversations about with clients at the right time, allowing us to identify their goals and business needs both now, and in the future.
What does the role entail?
• Managing a personal tax portfolio including complex cases, HNWIs. Ensuring tax returns are completed and filed by the deadline.
• Completion and compliance to all tax return control procedures
• Checking and updating client PAYE codes
• National Insurance calculations
• Dealing with client and HMRC correspondence
• Preparation of trust & partnership returns.
• Undertake more complex CGT calculations
• Undertake income tax planning for the client.
• Preparation of forms P11D and P11D(b).
• Tax responsibility for training junior staff as guided by the tax manager. Giving clear and unambiguous instructions.
• Assisting the tax manager to ensure junior staff are managing their portfolio
• Billing clients
• Take responsibility for own training records.
• To manage personal time and working practices to maximize profitability and protect the good reputation of the firm.
• To maintain the highest standards of personal organisation, setting an example to more junior members of staff.
• Maintaining progress reports
Essential skills
• Up to date technical knowledge of taxation and the firm’s software packages.
• Awareness of departmental objectives and key performance indicators.
• Awareness of the firm’s services and product offering.
• Ability to use sector software, in particular accounts prep, Excel, Word and e-mail systems.
• To be able to draft letters which are commercially sensible and appropriate to the client's situation.
• Adapt to different audiences and able to thoroughly research available data and present findings in a way which can be understood by both clients and staff.
• Willingness to combine the demands of a full time role whilst studying for further qualifications.
• Flexibility in approach to tasks.
• Ability to prioritise own workload.
• Ability to use professional judgement where appropriate.
• Ability to work both independently and as part of a team.
• Have an aptitude for figures and an interest in business and commerce.
• Good communication skills.
• Attention to detail and accuracy of work.
• Good IT skills, including Microsoft Word and Excel and IT applications.
Why Join us?
Over the last few years, we have won multiple industry awards such as National Firm of the Year, Tax Team of the Year, Graduate and Non-Graduate programme of the Year, Best Advisory Services and most recently the gold standard accreditation by Investors in People
• Genuine Work Life balance
• 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
• Competitive salary package
• Employee Recognition awards
• Accredited Investor in People
• New and improved programme for Succession planning and supportive management structure to help you realise your potential
• And more!
Its an exciting time to join the firm so take you next career step with us.