The Role
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.
Summary Generated by Built In
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.
How to apply?
To be considered for this role, you must complete 3 steps:
1. Apply to this job and upload your resume
2. Complete the Skills Tests for this role. You must follow the link below and complete the testing assessments. The first assessment is a Skills Test, to assess your technical ability and numerical reasoning
3. Complete the Psychometric Test for this role
If you successfully clear the Skills Test, you will be redirected to a Psychometric Test to assess how you think and make decisions
To complete these tests, you must go to - https://es.peoplogicaskills.com/es/quiz?testId=d4d90350dc1d8a64
and complete the assessments.
If you do not complete the assessments, then you will not be considered for the role.
Skills Required
- 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 source-document information 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
- 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
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Talent Formula provides managed accounting talent and secure AI solutions for accounting firms worldwide. Its model recruits, integrates, trains, and supports global accounting professionals as dedicated team members, while its digital employees and AI workspaces automate processes such as invoicing, reconciliation, data entry, and reporting. The company serves firms across international markets with scalable staffing, workflow automation, and ongoing operational support.
.jpeg)
