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Tax Administrator

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Company Description

Evelyn Partners a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.

It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.

It has been announced that the group's professional services business will be re-branded to S&W in Q1 2025.

Job Description

We are seeking a Tax Administrator to provide full administrative support to the Compliance Hub tax team, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to professional standards.

The role offers flexibility around working hours and location for the right candidate.

As a Tax Administrator, your responsibilities will include:

Work closely with the team to deliver excellent client outcomes.
Manage the incoming and outgoing post process and upload documents to our document management system.
Assist in the creation and maintenance of client records on our tax software.
Support the team in financial management, including raising invoices, and WIP and debtor management.
Monitor tax return submissions.
Upload document approvals to our Practice Gateway system.
Assist in the payment reminder process.
Responsibility for new client take on, lost client processes, and ongoing AML remediation.
Administering the HMRC Enquiry Service for clients within the Compliance Hub.
General administrative support as required, to include mail merges, and ad-hoc projects as they arise

Qualifications

To be successful in this role, you should:

Proven experience working in the professional services industry, ideally with a tax background.
A strong ethic of client service.
Ability to work under pressure and to prioritise work.
Excellent communication skills both written and verbal, influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

Competitive salary

Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Average salary estimate

$35000 / YEARLY (est.)

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$30000K

$40000K

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What You Should Know About Tax Administrator, Evelyn Partners PS

Evelyn Partners is on the lookout for a dynamic Tax Administrator to join our Compliance Hub tax team at our bustling office located in Cumberland Place, Southampton. As a Tax Administrator, you will play a pivotal role in ensuring top-notch administrative support, directly contributing to our efforts in enhancing client satisfaction. Working in a collaborative environment, you’ll manage the intricate processes of document handling, client record maintenance, and even financial management tasks such as invoicing and monitoring tax return submissions. If you have a knack for organization and thrive under pressure, this position could be a perfect fit for you! Plus, the flexibility around working hours and location means you can find a balance that works for your lifestyle. We pride ourselves on our client-focused approach at Evelyn Partners, and with your strong ethic of client service and excellent communication skills, you’ll help us maintain our high standards. Joining our passionate team, you will participate in a wide array of tasks, from administering the HMRC Enquiry Service to supporting our new client onboarding and AML processes. We're also committed to your growth and development through fully funded professional training. If you’re ready to contribute your expertise in a supportive and innovative workspace, apply to become our next Tax Administrator!

Frequently Asked Questions (FAQs) for Tax Administrator Role at Evelyn Partners PS

What are the responsibilities of a Tax Administrator at Evelyn Partners?

As a Tax Administrator at Evelyn Partners, your main responsibilities include managing incoming and outgoing documents, maintaining client records on tax software, supporting financial tasks like invoicing, and monitoring tax return submissions. You’ll also assist with client onboarding and AML processes while providing general administrative support to ensure client satisfaction.