Location: London, EC3V 9BQ
Job Type: Full time
Contract Type: Permanent
Salary: £28,000

The tax team is one of the largest in the company and delivers a first class tax service to our large client base and team of Financial Planners. We are looking for an individual who takes pride in their work, to support the team with all administrative work. You don’t need to have tax experience, but some administrative experience would be beneficial.

Job role and responsibilities

• Assist with the preparation of personal Tax Returns.
• Assist with the preparation of Tax Calculations
• Drafting emails to request client information.
• Identifying any missing information and requesting appropriately.
• Requesting and downloading information available internally.
• Organising and preparing tax files.
• Data entry into the Tax Software
• Liaising with your Tax Advisers in respect of ongoing Tax work to ensure collaboration to meet deadlines.
• Updating client Tax codes.
• Preparing letters on behalf of clients to HM Revenue and Customs
• Liaising with HM Revenue and Customs with various client affairs.
• Preparing meeting notes ahead of client calls
• Completing meeting follow up notes
• You will be part of a team of administrators and Tax Advisers and will ensure that all reporting deadlines are adhered to.

Requirements - Your experience should include the following:

• Excellent attention to detail
• Strong numerical and analytical skills
• Proactive, self-motivated and able to take responsibility for work under own initiative
• Ability to work under pressure whilst delivering work in a timely manner in accordance with strict deadlines
• Strong time management and organisational skills
• Excellent teamwork skills and the ability to communicate effectively with colleagues and clients at all levels.
• Handling of sensitive and confidential information properly.

Professional Qualifications and Minimum Experience

• At least 2 years’ experience within an administrative role
• Proficiency in Microsoft word, Excel, Outlook.
• Good Mathematical skills
• Experience within financial services/accountancy is desirable, but not necessary.

Remuneration and Benefits:

• Competitive Salary
• Online GP
• Cycle & Tech Schemes
• Company-issued Tech
• Hybrid working - 3 days in the office, 2 at home.
• Pension after qualifying period
• PMI with Vitality after qualifying period
• Cash plan with BUPA after qualifying period
• Ad-hoc incentives
• Birthday Lie in
• Perkbox
• Family Friendly Benefits
• Gym and active discounts

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

By applying for this role, you confirm that you have the right to work in the UK.
If you require any reasonable adjustments, please let a member of staff know.
Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

You may also have experience in the following: Accounts Administrator, Tax Administrator, Tax Admin, Tax support Assistant, Administrative Coordinator, Office Operations Specialist, Client Services Administrator, Office Support Manager, Administrative Assistant, Office Logistics Coordinator, Facilities and Administration Officer, Office Engagement Specialist, Business Support Administrator, Team Support Coordinator, etc.

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