Trainee Tax Assistant
Posted 6 days ago by March Personnel
Do you want a career in the Tax sector with full training and great career prospects??
My client is looking for a Trainee Tax Assistant to work in either London or Weybridge.
Key Responsibilities of a Trainee Tax Assistant
• Preparing UK agent authority request/SA1/US Power of attorney forms when we take on a client
• Drafting of information request emails and downloading of aide memoire to attach
• Set up of virtual client files for the UK and US tax preparation including scanning in documents to create a workpaper file, saving required template Points To Note' and cover e mail/transmittal letter into the file ready for tailoring. Entering or downloading salary and interest and other basic data into the return
• Preparing US and or UK tax returns for our clients based on a brief provided by an appropriate member of the team
• Checking and confirming to client any tax repayment
• Drafting of 31 January and 31 July payment reminder emails
• 15 April estimate work in connection clients required to submit US tax returns
• Drafting quarterly US Estimated Tax reminders where appropriate
• Calls to HMRC/IRS as needed
• Drafting invoice requests based on fee quotes for the appropriate team member to review and submit to the accounts team.
Key Competencies of a Trainee Tax Assistant
• Willingness to work as part of a team
• Ability to work to deadlines as appropriate
• Good IT skills
• Interest in developing knowledge of the US and or UK tax systems
• Willingness to work towards relevant professional obligations
Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment's Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Donna Jackson
My client is looking for a Trainee Tax Assistant to work in either London or Weybridge.
Key Responsibilities of a Trainee Tax Assistant
• Preparing UK agent authority request/SA1/US Power of attorney forms when we take on a client
• Drafting of information request emails and downloading of aide memoire to attach
• Set up of virtual client files for the UK and US tax preparation including scanning in documents to create a workpaper file, saving required template Points To Note' and cover e mail/transmittal letter into the file ready for tailoring. Entering or downloading salary and interest and other basic data into the return
• Preparing US and or UK tax returns for our clients based on a brief provided by an appropriate member of the team
• Checking and confirming to client any tax repayment
• Drafting of 31 January and 31 July payment reminder emails
• 15 April estimate work in connection clients required to submit US tax returns
• Drafting quarterly US Estimated Tax reminders where appropriate
• Calls to HMRC/IRS as needed
• Drafting invoice requests based on fee quotes for the appropriate team member to review and submit to the accounts team.
Key Competencies of a Trainee Tax Assistant
• Willingness to work as part of a team
• Ability to work to deadlines as appropriate
• Good IT skills
• Interest in developing knowledge of the US and or UK tax systems
• Willingness to work towards relevant professional obligations
Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment's Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Donna Jackson
- Type:
- Permanent
- Start Date:
- 01/08/2024
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- J13417
- Job ID:
- 221934318
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