About the Role
We are currently seeking a diligent and proactive individual to join a dynamic team in Newbury as a Crypto Tax Semi Senior. In this role, you will play a pivotal part in preparing tax returns for a diverse portfolio of clients, including HNWIs, Partnerships, and Trusts. Your responsibilities will encompass administering client portfolios, submitting self-assessments, developing a keen understanding of crypto assets, platforms, exchanges, and tax reporting and providing basic tax planning advice.
Key Responsibilities
*Administer a portfolio of clients, ensuring accurate and timely preparation of tax returns.
*Request and compile necessary information for self-assessments, advising on payment amounts and deadlines.
*Identify and advise on basic tax planning opportunities for clients.
*Maintain client relationships through effective communication via email and telephone, actively participating in client meetings.
*Assist colleagues and directors with tax queries, conducting research when required.
*Correspond with HMRC regarding routine tax matters and assist with handling HMRC enquiries.
*Undertake tax planning research projects and prepare reports summarising findings.
*Prepare capital gains tax calculations and maintain relevant databases.
*Draft budgets and bills for director approval.
*Stay up-to-date with professional CPD requirements and develop a keen understanding of crypto assets, platforms, exchanges, and tax reporting to support the Senior Tax Manager.
*Ensure compliance with the firm’s Anti-money laundering policies.
*Assist with the P11D process for clients, including preparation and filing with HMRC.
*Prepare PAYE Settlement Agreements for review and submission.
Experience/Skills
*ATT qualification or equivalent experience.
*Minimum 2 years of experience in a tax environment.
*Proficient in Microsoft Office and tax software.
*Understanding of the Company and Role.
Other Skills
*Excellent written and verbal communication skills.
*Strong attention to detail and analytical skills.
*Proactive problem-solving ability.
*Team player with the capacity to work independently.
*Effective time management and organisational skills.
*Flexible and adaptable to changing priorities and procedures.
This is an exciting opportunity to join a forward-thinking firm where you will have the chance to expand your expertise in taxation, including training on crypto assets. If you are enthusiastic about contributing to a collaborative team environment and are keen to develop your career in tax, we encourage you to apply.