Private Client Tax Senior

Essential Job Functions

Duties and responsibilities would include the following:

  • Prepare tax returns – individuals and partnerships
  • Prepare financial accounts for sole traders, barristers and property investors
  • Proactively chase clients and third parties for information to complete returns/accounts
  • Provide tax advice for clients, with assistance when required
  • Identifying marketing opportunities to offer new services to clients
  • Prepare invoices and discuss billing with partners

Work Based Competencies

  • Previous experience of a professional services environment or dealing with HMRC wouldbe essential
  • Working knowledge of core personal tax regime
  • Attention to detail and have good numerical and grammar skills
  • Competent using word, excel and Microsoft outlook
  • Knowledge of CCH and Trust Accounts preferable
  • Willingness to embrace technology to enhance client delivery in preparation for making tax digital
  • A strong academic background is essential including GCSE’s and A-Levels. The candidate may be studying ATT, with a desire to continue studying towards the CTA qualification.
  • Previous portfolio management experience essential

Behavioural Competencies

  • The person will be self-motivated with a flexible approach
  • Team player
  • Ability to work to deadlines
  • Ability to multitask
  • Good communication skills essential, being able to communicate with all levels externally and internally and respond to client needs

haysmacintyre acts for i(x) Net Zero PLC on admission to AIM

haysmacintyre was delighted to act as reporting accountant on i(x) Net Zero’s successful admission to AIM, where it raised £10.7m through the placing, subscription and PrimaryBid offer of, in aggregate, 14,056,811 ordinary shares.

i(x) Net Zero is an investing company which focuses on Energy Transition and Sustainability in the Built Environment. They provide their shareholders with the opportunity to create long-term capital growth with positive, scalable, measurable and sustainable impact on the environment and on the communities they serve.

Marc Chennault, Chief Financial Officer at i(x) Net Zero, commented: “haysmacintyre was tasked with evaluating a non-traditional business with several cross-border assets and operations. The team was exceptional with respect to thoroughness, attention to detail, approaching questions in creative ways and devoting many late nights in order to meet deadlines. Team members Laura Mott, Jon Dawson, Jonathan Maddison and Ellie Cornforth executed in the highest professional manner. I would certainly recommend them.”

Laura Mott, Partner at haysmacintyre, commented: “We were delighted to work with the i(x) Net Zero team to help in delivering their successful IPO.  It was great to be involved with a business who is committed to investing in businesses that contribute to net zero and carbon neutral solutions, something which is very high on a number of companies agenda’s.  We look forward to seeing i(x) Net Zero’s progress over the coming years as they continue on their strategic journey.”

The haysmacintyre team included Laura Mott and Jon Dawson, Partners, supported by Jonathan Maddison, Senior Manager. haysmacintyre also utilised the expertise of Vincent Paolucci, Partner at Gettry Marcus, MSI Global Alliance’s US member firm.

Business Tax Manager

The Role

Duties and responsibilities would include the following:

  • Managing the corporation tax compliance process for a portfolio of corporate clients including both standalone clients and groups;
  • Tax advisory to partners and clients including:
  • -Structures – company, LLP, etc.;
  • -Restructuring;
  • -Research and development tax relief;
  • -Group tax planning;
  • -International matters;
  • -Venture capital tax reliefs;
  • -Share schemes and valuations;
  • -Corporate and property acquisitions and disposals; and
  • -Tax sections due diligence reports.
  • Identifying tax efficient opportunities for clients and liaising with partners on implementing those opportunities;
  • Responsible for managing billing and work in progress;
  • Team responsibilities including line management for junior staff and assisting in development, training and the appraisal process for sub team staff; and
  • Involvement in business development of the firm including attending networking events and opportunity to join a sector group.

Person Specification

  • Deliver work to a high standard and willingness to provide an excellent client service;
  • Able to demonstrate good client focused skills, ability to work unsupervised, work within a team, influence and negotiate;
  • Excellent communication skills essential, being able to communicate with all levels externally and internally; and
  • Show creativity with desire to identify possible tax opportunities and potential pitfalls.

Work-Based Competencies

  • Has previously managed a client portfolio including groups;
  • Ideally be CTA qualified;
  • Good Microsoft skills, outlook, excel, word; and
  • Alpha tax knowledge preferred.

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