Sector: Faith

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.

Trustee Training: What Every Trustee Should Know

This session will provide a comprehensive summary of trustees’ duties and responsibilities and will cover issues such as:

    • What information do you need as a trustee and what are your legal responsibilities?
    • The framework within which charities operate: the legal structures used by charities; the regulation of charities; the role of the Charity Commission; and the public benefit requirement
  • Trustees’ duties, responsibilities and potential liabilities, and the role of the chairperson
  • Responsibilities for identifying and managing risk
  • Charity accounting: the accounting and reporting framework, ‘unravelling the jargon’, preparation of accounts, ensuring you receive the right financial information, and the role of trustees and audit committee
  • Charity funds, investments, and banking
  • Fundraising: the ground rules; the role of professionals, and corporate support
  • Trading: the ground rules and the use of subsidiary companies
  • Recent regulatory developments
  • Governance best practice

Please note that as these events have limited capacity, they are intended only for charity trustees and relevant charity employees.

The full programme can be viewed here.

Trustee Training: Introduction to Charity Finance and Reporting

Please note that as these events have limited capacity, they are intended only for charity trustees and relevant charity employees.

During this session we will:

  • Examine the roles and responsibilities for finance teams
  • Examine what makes charity accounts so different to commercial accounts
  • Understand the terminology used and the different accounting treatments that apply
  • Explore what trustees should expect to receive in management information packs during the year to effectively monitor the financial operation of a charity
  • Review the regulation that charities need to comply with
  • Discuss the key reporting challenges
  • Discuss how to make best use of your annual report and accounts as a public facing document and fundraising tool
  • Look at the changes brought about by the new charity SORP
  • Cover managing risk within finance and consider the governance of financial risk

The full programme can be viewed here.