Associate, Partner Tax Team, Reading
Who we are looking for
PwC has an opportunity for a Tax Assistant in the Partner Office Partner Tax team based in Reading. This is a permanent contract with the opportunity for supported study to ATT and CTA qualifications once the applicant has proved their suitability.
The Partner Tax team within the Partner Office group deals with the tax affairs of all Partners of the firm, approximately 1000. Although the majority of the work is compliance based, (including the completion of tax returns for the partners), ad hoc queries on any tax matters are dealt with by the team, which cover capital gains tax as well as income tax.
The Partner Tax team also assists Partners with pension investments, and financial planning; calculates the tax to be reserved from Partners' profits and arranges payment of tax to HMRC; keeps detailed records of how the reserves are used and accounts to the Partners for these reserves.
This is a fantastic opportunity for individuals who are looking for an in house Tax position allowing a good work / life balance. This is a friendly, coordinated team who are known in the firm for their superb client service.
About the role
Working almost entirely on preparation of PwC Partners Tax Returns:
DOCUMENT MANAGEMENT SYSTEM (DMS)
Undertake certain procedures relating to the administration of DMS including:
Ensure DMS client files are maintained in filed accordance with national filing protocols
Create and file documentation to DMS and email links to the client team as necessary and liaise with DMS Business Administration to ensure new client work is set up on a timely basis with appropriate access including specialists from other teams, if necessary
Understand DMS subtypes, linking projects to DMS, attend up-skilling where necessary
Monitor work in progress to ensure statutory deadlines and team deadlines are adhered to
Monitor assignment project plans, timetables and action lists.
Take actions to ensure deadlines are met and suggest solutions to issues encountered
Prepare and collate information/materials for negotiations and presentations, produce and maintain a schedule of team and client meetings/conference calls. In conjunction with client staff, draft agendas and collate relevant papers
Attend relevant team meetings, take notes of meeting, distribute action lists and follow up actions where appropriate and support assigned team by carrying out ad hoc administrative duties that may vary on a day to day basis
The following skills are required for this role:
GCSE Maths & English grade C or above (or equivalent)
Proven IT skills including Excel, Word, PowerPoint, Lotus Notes, financial systems and research tools
Strong numeric, analytical and finance skills
Excellent communication skills (verbal and written)
Proactive, self motivated, takes responsibility for own work and can work under own initiative
Strong influencing skills and team working skills, able to build strong relationships
Excellent time management and personal organisational skills
Knowledge understanding of risk management
An ability to manage compliance considerations
An ability to identify and address risk management issues
A track record of delivering to deadlines