Graduate Tax Assistant

Posted 28 March 2024
Salary £26000 - £28000 per annum
LocationCity of London
Job type Permanent
Discipline Accounting & Finance
Contact NameJoanna Engel

Job description

Our Client seeks a Graduate Tax Assistant UK/US to join their team on a permanent basis. The Graduate Tax Assistant will provide individual tax compliance support. This can include assisting private clients with international tax advisory and compliance services. The Graduate Tax Assistant will report to a Manager, full training will be provided along with study support.

The ideal candidate should have a 1st Class/2.1 degree, along with strong listening, communication, and problem-solving skills. Proficiency in MS Office, attention to detail, ability to work in a team, and a willingness to learn are also essential.

Duties of the Graduate Tax Assistant UK/US include:

  • To provide administrative support to client service team
  • Maintaining client and other databases
  • Providing excellent telephone customer service
  • To deal with HMRC/US Tax Authority enquiries by telephone/e-mail/fax and/or by letter
  • Maintaining online accounts with HMRC
  • Preparing HMRC/US Tax Authority forms for
  • Preparing standard client letters for submission
  • To prepare basic UK Self-Assessment Tax Returns/US Tax Authority Returns, including packaging and uploading to client portals.
  • To review client information and draft emails to clients (e.g., to request further data for the tax return)
  • Preparation of basic tax calculations/estimates
  • Attending client meetings, completing meeting notes and email drafts for client.
  • Contacting clients and HMRC to follow up on necessary information, for example checking returns are filed, taxes are paid, or information is received with reference to relevant deadlines and tracking status throughout the year.
  • Attend HMRC webinars and other external training to increase technical knowledge and start to complete technical emails/research and planning for client.
  • Complete 12-month tax training sessions including soft skills such as telephone and emails.

US Tax Administration

  • Printing returns and preparing letters/packaging
  • New client set
  • Updating central workpaper file documents
  • Setting up US workpaper PDF files
  • Updating US client tracker
  • Preparing engagement letters
  • Downloading/uploading documents to/from ShareFile
  • To assist with any other administrative and/or client work as and when required.