MHA | Tax Advisor
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Vacancies

Tax Advisor

Cardiff Tax Posted: 2 Oct 2023 ref: 978
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Job description

Here at MHA, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together. 

As a Top 13 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents. 

Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success. 

As a member of Baker Tilly International, we have a global reach that allows us to offer our insight and expertise wherever our clients need us to be. We believe this makes us a national and international partner of choice for entrepreneurs and multi-national enterprises across the world. 

Our agile and responsive approach means we are always on hand to have the right conversations about with clients at the right time, allowing us to identify their goals and business needs both now, and in the future. 

PURPOSE OF ROLE

To undertake preparation of personal tax returns for non-domiciles, HNWI and trusts. Ensuring a quality service is delivered to all clients across the private client tax team and other wider services. You will also advise your clients on their Tax Planning and give appropriate advice where necessary.

MAIN RESPONSIBILITIES

  • Request information from the client or audit team
  • Work through the information and assess the tax impact of each piece of information
  • Prepare and generate tax returns using tax software
  • Prepare letter to client, detailing liabilities and any tax saving opportunities
  • Draft letter for review and make any necessary changes (where appropriate)
  • Send letter and tax return to client for signature; log information sent and submit to HMRC
  • Liaise with HMRC on clients behalf
  • Identify Tax Advisory Opportunities and assist where necessary 
  • Inform client of tax liabilities; agree these to HMRC statement on account
  • Prepare HMRC forms as appropriate (e.g. P35, P11D etc) and ensure all deadlines are met
  • Coach junior staff on work delegated
  • Identify tax planning opportunities as appropriate
  • Assist on consultancy projects
  • Carry out research projects (where appropriate)

QUALIFICATION AND SKILLS REQUIRED

  • At least three years + experience in an accounting practice within a personal tax team. 
  • ATT Qualified or undertaking CTA qualification. We will consider QBE 
  • Experience with demonstrable knowledge of producing personal tax returns.
  • Strong IT skills including Word, Outlook and Excel, to an intermediate level, to produce letters and spreadsheets. 
  • Knowledge of tax software such as CCH
  • Excellent communication skills both verbal and written. 
  • Organised and methodical. 
  • Client focussed. 
  • Excellent communication skills both verbal and written. 
  • Carrying out tasks with a high degree of efficiency and accuracy. 
  • Time management skills. 
  • Ability to operate strict deadlines and handle conflicting priorities. 

WHAT WE CAN OFFER

  • Genuine work life balance. 
  • Accredited Investor in People. 
  • New and improved programme for Succession planning and supportive management structure to help you realise your potential. 
  • Up to 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days. 
  • Competitive salary. 
  • Amazing employee referral scheme, paying up to £4000 for a successful referral. 
  • Paid CSR time. 
  • Car lease scheme. 
  • And more! 

Our application form takes just a few minutes to complete and includes some diversity questions. MHA is a committed member of Access Accountancy and as such, we track our diversity stats and actively work to improve on these, year on year, looking at new ways to promote our roles to the widest audience. Any data collected is fully anonymised before sharing with any external parties, as per our Data Protection Policy and is not visible to hiring managers, or used in any way during the selection process.

Take you next career step with us

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