Tax Manager/Tax Senior

Profile.

Education / Qualification

CTA Part Qualified

2021 ATT Qualified

2007-A – Level’s – Law – A, History – A, English Literature – B

2005-GCSE’s -English Literature – A*, Drama – A*, Dance – A*, English Language – A, Maths – B, History – B, Science – CC, ICT -CC

Systems used

Microsoft Excel, Word, Outlook, PowerPoint, Sage50 Payroll, Bright Pay, Xero, Digital Personal Tax, Corporation Tax, Accounts Production and Practice Management Software.

Career Summary.

• First point of contact for dealing with both complaints and technical queries which are escalated from the tax and payroll seniors.  Induct and train new junior tax staff including reviewing all their work and ensuring they are on track with their study plan.
• Dealing with and assisting with HMRC enquiries for both individuals and companies, with most experience in Income Tax and R&D enquiries.
• Completion and submission of voluntary disclosures to HMRC under the Let Property Campaign disclosure service and digital disclosure service for income tax disclosures.
• HMRC and Pension Regulator appeals.
• Various aspects of HR include recruitment and interviewing of payroll and tax candidates, inductions and training, holidays, sickness and absence monitoring with completion of back to work forms and disciplinary meetings, CPD monitoring and appraisals.
• Responsible for the maintenance and usage of our tax software to ensure updates are implemented in line with tax legislation and the staff are aware of any changes. I also deal with any issues regarding the tax software such as errors or technical queries and ensuring they are up to date with legislative changes.
• Monthly manager reporting to Directors -detailing work completed in the prior month, work the tax department anticipate will be completed in the current month, estimated billing for the month by the fee earners, any issues that need to be reviewed and discussed and any ongoing and incoming advisory work.
• Administrative tasks such as preparing professional clearance, engagement of new clients, AML and due diligence procedures for new and current clients, new client fee quotes, client bills, preparation of accountant’s certificates for both individuals and companies.
• Implementation of new payroll software (Bright Pay) and building a new payroll team and processes.
• Implementation of Making Tax Digital including staff training, processes, client training, meetings and quoting.
• Dealing with prospect calls and new client meetings from the initial meeting to fee proposal, staff appointment from each department required and onboarding process.
• Liaising with third party tax consultants when dealing with complex tax matters and technical queries where additional guidance is required.
• Liaising with other professional intermediaries such as solicitors and IFA’s to build solid working relationships for ongoing referrals of work.
• Ensuring the smooth running of the tax department on a day-to-day basis, ensuring the balance of work assignments, tax staff training, adherence to company processes and liaising closely with Directors to meet the needs of the business.
• Tax planning advisory work specifically in relation to remuneration planning, trust tax planning and inheritance tax planning including client meetings and written planning advice under the supervision of our Tax Director.
• Preparation and submission of Trust and Estate Tax Returns in addition to IHT returns for exit charges, principal charges and estate valuations in addition AEOI registration.
• Preparation and submission of 60-day capital gains tax disposal return for estates and individuals.
• Registration of taxable and non-taxable trusts on the Trust Registration Service which included the implementation of our internal processes to manage this.
• Submission of R&D Claims and additional information forms to enable the claims.
• Preparation of comparative calculators to review salary vs dividend or incorporation for clients that require remuneration or tax planning advice.
• Creating content for marketing and contacting clients to advise them about specific changes to legislation that may impact them such as the Trust Registration Service (TRS), furnished holiday lets, basis period reforms and MTD.
• Continuation of tax compliance work for clients I maintained after my internal promotion for both income tax, trusts, estates and corporation tax.

• Preparation and submission of Corporation Tax Returns for Limited Companies and large group companies, Charities, Mutual Benefit Societies, CIC and other non-profit organisations including liaising with clients and Accountants to manage the process and delivery of the returns.
• Preparation and submission of Personal Tax Returns, Partnership and LLP Tax Returns.
• Preparation and submission of P11D’s and PSA’s.
• Preparation and submission of CT61 and R185 forms.
• Preparation of income and expenditure accounts for sole trades and partnerships.
• Preparation and submission of 60-day capital gains tax disposal return for UK and Non-UK residents.
• Dealing with clients on various tax and payroll compliance matters.
• Good working knowledge and experience of sole traders furnished holiday lets and UK property income, EIS relief, capital allowances, deferred consideration, principle private residence relief, letting relief, marriage allowance, seafarers’ relief, statutory residency tests, rollover relief claims and business asset disposal relief.
• Good working knowledge and experience of corporation tax, income tax, national insurance contributions, capital gains tax, loss relief claims and benefits in kind.
• Basic working knowledge of CIS and VAT including reclaiming CIS refunds online and offsetting against other HMRC liabilities.
• Dealing with HM Revenue & Customs regarding all aspects of tax including penalties, appeals, overpayment relief claims, loss relief claims, dormancy signals, time to pay arrangements, repayment of SEISS grants and tax code queries/adjustments.
• Payroll compliance and workplace pensions -holiday/absence cover using Sage 50 desktop payroll and Bright Pay cloud payroll in addition to auto enrolment and salary sacrifice compliance.

• Preparation and submission of Personal Tax Returns.
• Responsible for the analyses of a variety of tax records such as rental income and dividend vouchers; and preparing and submitting individual tax returns, P11D’s, partnership returns, NIC claims, penalties and payment arrangements.
• Regularly required to undertake all of bookkeeping/analysis; submission of personal/company Returns; professional clearance requests; county court online claims, HMRC and Companies House appeals.
• Experience of assisting with the setup of charities, Industrial Provident Association; successfully completing Investors in People Accreditation; software and fee protection renewals; bankruptcy, statutory demands, CCJ’s; mortgage references and due diligence.
• Payroll – dealing with large schemes of over 100 employees to Director only schemes, including sickness and maternity pay, holiday entitlement and attachment of earnings. Also assisted with the implementation and administration of auto enrolment workplace pensions.
• Meeting minutes for both internal and external meetings i.e. HMRC mediations, client meetings, professional and networking meetings.
• Fee Review and management information reports – monthly update and reporting to the Director on current billing of clients, turnover and loss for the current month and to date.
• Investors in People Accreditation from start to delivery.
• Due diligence administration work on behalf of the Director when clients sell their businesses, including preparing the relevant documentation and dealing with solicitors, buyers and clients directly.
• Money laundering and company secretarial work including company restorations, formations and closures, share certificates and share transfers.
• Attend networking events such as the local Business Awards, client launch events and professional networking events.