PKF LittleJohn - Tax Assistant

Purpose and aim of the role:

• You will be expected to carry out basic tax compliance functions in the Private Client Tax Division.
• You will receive comprehensive training in all areas required:
• The tax compliance process in your process as it pertains to your role.
• Background to the Firm's tax procedures including take on procedures and risk management.
• The Firm's general procedures (including administrative processes such as timesheets and WIP management).
• Use of relevant software within the divisions, such as CCH, etc.
• Other training as required.

**Job Duties and Responsibilities:To assist the members of staff in managing a portfolio of clients; responsibilities might include the following: Tax Compliance Support

• These tasks relate directly to preparing and organising inputs for Self Assessment tax returns:
• Reviewing and inputting information into CCH
• Inputting payments from HMRC portal into CCH
• For new clients
• gathering and organising client source data, such as identity documentation, proof of source of funds, etc. (existing clients will be on system)
• Downloading information from HMRC, e.g., state pension information
• Downloading HMRC statements for tax liabilities to support tax payment reconciliations.
• Updating tax payment schedules for clients once instructed by seniors.

Administrative Support Around Compliance

• These activities help maintain workflow, records, and communication:
• Processing portfolio updates in the software.
• Drafting bills
• Preparing WIP vs Promises analysis for each manager
• Maintaining trackers to accurately reflect status and progress of work
• Filing signed returns and signed letters in the correct document management system folders.

Process & Workflow Tasks Supporting the wider operations of the tax team:- Assisting with annual client take-on checks and procedures

• Helping collate documents for internal or external file reviews
• Other projects as appropriate include those within other tax teams based on needs

• Graduate or postgraduate degree in Commerce, Accounting, Finance, or a related discipline.
• Minimum 2 years of relevant experience in tax administration, tax compliance support, or a similar accounting practice support role.
• Basic understanding of financial statements.
• Ability to reconcile information on source documents with tax return filings.
• Strong data accuracy and attention to detail.
• Ability to transpose and reconcile figures accurately.
• Good written and verbal English communication skills.