Supports private client tax compliance by reviewing and entering information into CCH, downloading HMRC data, reconciling tax payments, organizing client documentation, updating schedules, drafting bills, maintaining workflow trackers, filing returns, and assisting with client take-on and file reviews. Requires strong accuracy, financial data reconciliation, English communication, and at least two years of relevant tax administration or accounting practice support experience.
Talent Formula (www.talentformula.co) is a consulting firm that offers outsourced financial and accounting Human Resources to Chartered Accounting firms worldwide.
We currently have a Tax Administrator position available with our client, PKF Littlejohn. They require the Corporate Tax Administrator to join their team as part of their offshore growth strategy.
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
Skills and Qualifications
- 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.
Preferred Experience
- Experience working with a UK accounting or tax practice.
- Exposure to UK personal tax, Self Assessment tax returns, or tax compliance support.
- Familiarity with HMRC portals and tax-related documentation.
- Experience using CCH or similar accounting and tax software.
Ideal Candidate Profile
The ideal candidate will have experience supporting accounting or tax professionals with financial data processing, reconciliations, client documentation, and compliance administration. Candidates with prior exposure to UK personal tax processes will be preferred.
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