Qualified Private Client Tax Adviser

Would you like to work for one of the region’s leading accountancy practices? We’re looking for a qualified Tax Adviser to join our Private Client team based at our Newcastle Office.

The successful candidate will be responsible for: managing their own portfolio of tax clients, ensuring their compliance needs are met as well as spotting planning opportunities.  Preparing tax returns to a high standard and providing support to other team members. This role is predominantly compliance based but there will be opportunities to be involved in advisory work.

Duties will include but not be limited to:

  • Managing own portfolio of work
  • Contacting clients to obtain information
  • Preparing tax returns
  • Reviewing work of junior team members
  • Assisting with planning and advisory work
  • Liaising with other inhouse teams to provide a joined up service
  • Contacting HMRC as required

Skills and Experience

Essential:

  • The successful candidate will be ATT qualified
  • Comfortable with and experienced in reviewing work of junior team members
  • Comfortable with client contact & used to managing own portfolio of clients
  • Experience in dealing with owner managed businesses, including profit extraction options for limited companies.
  • Experience in dealing with sole traders and partnerships including preparation of tax and capital allowances computations and associated planning including pensions and consideration of incorporation.
  • Proactive nature and proven project management skills

Desirable:

  • Experience of both compliance and advisory assignments
  • Experience of Digita would be desirable
  • Some knowledge of accounts would be an advantage
  • CTA qualified or working towards

Benefits

  • Competitive salary
  • Pension
  • Flexible benefits such as the opportunity to buy additional holiday, cycle to work, childcare schemes and staff discounts with major retailers

Apply

If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk

Business Services Audit Executive

Would you like to work for one of the region’s leading accountancy practices?

We’re looking for a qualified Business Services Executive (Audit) to join our growing Business Services’ team based at our Newcastle Office.

Responsibilities and Duties

The successful candidate will be responsible for leading and supporting on audit and accounting assignments for our corporate client base with typical turnovers ranging between £1-50m

Responsible for the audit process from initial planning through to completion reporting to the relevant Partner/Audit Manager.

Supervision of junior staff and providing training as required.

Skills and Experience

  • Experience of external audit and knowledge of International Auditing Standards
  • Experience of Preparing Statutory Accounts under FRS102
  • ACA or ACCA qualified or Qualified by experience
  • Full Driving Licence

Benefits

A competitive financial package which includes:

  • Competitive salary
  • Pension
  • Flexible benefits such as the opportunity to buy additional holiday, cycle to work, childcare schemes and staff discounts with major retailers

Apply

If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk

Business Services Audit Executive (Academies)

Would you like to work for one of the region’s leading accountancy practices?

We’re looking for a qualified Business Services Executive (Audit) to join our growing Business Services’ team based at our Newcastle Office.

Responsibilities and Duties

The successful candidate will be responsible for leading and supporting on audit and accounting assignments for our corporate and not for profit client base (including Academies) with typical turnovers ranging between £1-50m.

Responsible for the audit process from initial planning through to completion reporting to the relevant Partner/Audit Manager.

Supervision of junior staff and providing training as required.

Skills and Experience

  • Experience of external audit and knowledge of International Auditing Standards
  • Experience of Preparing Statutory Accounts under FRS102
  • Experience of Preparing Statutory Accounts under Charity SORP / Academies Accounts Direction
  • ACA or ACCA qualified or Qualified by experience
  • Full Driving Licence

Benefits

A competitive financial package which includes:

  • Competitive salary
  • Pension
  • Flexible benefits such as the opportunity to buy additional holiday, cycle to work, childcare schemes and staff discounts with major retailers

Apply

If you are interested, and would like to apply for this role, please send your CV and covering letter to jointheteam@taitwalker.co.uk

Graduate ACA Trainee

Would you like to work for one of the region’s leading accountancy firms? We’re looking for Graduates to join our Business Services team as ACA trainees in September 2020.

With over 150 staff across five offices, MHA Tait Walker is the North East’s largest independent firm. The chosen candidate would join our experienced, 50 strong Business Services team and work with excellent North East businesses.

MHA Tait Walker offer an excellent ACA trainee programme with full study support, flexible working and a competitive benefits package.

The ideal candidate will be enthusiastic and keen to start their career in accountancy.

The candidate should have:

  • A 2:1 degree or higher, related subjects preferable, all disciplines considered or AAT Qualified (Level 4)
  • Excellent IT skills
  • Ambition, be hard-working and a team player
  • Good communication
  • The ability to work well under pressure, be organised and enjoy a variety of tasks

Please note, submitting your CV to MHA Tait Walker you consent for us to holding your details for a period of 6 months. Your details will be held internally and will not be shared with any third parties or processed any further without your consent.

Agency CVs will not be accepted.

Please submit all CVs to jointheteam@taitwalker.co.uk. The closing date for submissions is 3rd January 2020, and we will contact candidates after this time.

Tax Executive (Claims & Incentives)

We have an exciting and unique opportunity for a Tax Executive to join our Corporate Tax team. 

The tax team at MHA Tait Walker has more than 40 staff across a range of tax specialisms and our Reliefs and Incentives team are a key element within the Corporate Tax team.

The successful candidate will assist our specialist incentives and reliefs teams to help clients access tax benefits and funding. Their primary role will be to assist with the preparation of Capital Allowance reports, Research & Development claims and claims for other specialist areas of corporate tax such as the Creative Sector.

This role will provide the successful applicant with training and skills significantly in excess of those required for either CAs and R&D claims alone and so will provide an opportunity for a broad range of career progression paths. 

The types of clients you might be working with would include companies involved in:

  • Pharmaceuticals
  • Manufacturing
  • Engineering
  • Software Development
  • Property Development
  • Automotive Industry
  • Food and Drink
  • Farming
  • Charities

The majority of this work requires the production of claims in a report format.  Interviewing, researching skills and report writing skills are therefore integral to this role. You will be able to interact with a range of clients and attend site visits and meetings.

Experience in a connected role, such as Corporate Tax, Accountancy or Surveying is preferable. However, the opportunity to study for professional qualifications will also be available. This role may therefore suit part qualified, or newly qualified, applicants.  

The candidate will also receive relevant tax training where required and will be trained to assist with the preparation of corporate tax computations and other compliance work.

Key attributes we are looking for:

  • Enthusiastic and highly analytical
  • Motivated, ambitious and a team player
  • Excellent IT Skills (in particular, Office 365, Excel, Powerpoint and Word and ideally Corporate Tax Compliance software such as Alphatax or Digita/Onesource)
  • Excellent interpersonal skills
  • The candidate must be able to travel to clients in and around the North East
  • Excellent written communication with qualifications demonstrating this
  • Be able to manage multiple tasks and work well under pressure.

Apply

In return we offer a range of flexible benefits, competitive salary, training and development and a varied role that will give you great experience. To find out more or submit your CV, please contact jointheteam@taitwalker.co.uk

Paraplanner

This is an exciting opportunity for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Gosforth, Newcastle Upon Tyne.

We offer a competitive salary dependent on experience, plus bonus and other benefits.

Contract Type – Permanent

Hours – Full Time

Who are we?

For more than 80 years we have been providing well-respected financial planning advice alongside Tait Walker Chartered Accountants. Tait Walker has become known for personalised service, quality independent advice and a focus on holistic financial planning.

Who are we looking for?

We are looking for a Paraplanner with energy and passion – to us, that means someone who:

  • Is not just a report writer
  • Genuinely likes the job and believes in what they’re doing
  • Will make a contribution not just to the role but to the wider team
  • Has the skills to do an excellent job and understands the industry

Someone who aspires to our values:

  • Proactive – We work ahead of the curve predicting issues before they arise, seeking out new opportunities and innovative ways of working to benefit our clients and our team.
  • Accountable – We are individually and collectively accountable for our own actions and take pride in our work, acting with integrity and respect at every stage, with our clients, our community and our surrounding environment.
  • Ambitious – We are always hungry for knowledge, business, talent and to make connections. We work as a team to fulfil our ambitions and help our staff and clients to succeed in their aspirations.
  • Client centric – Our clients are at the heart of everything we do. We strive to build long lasting relationships and ensure all decisions begin and end with the best interests of our clients.
  • Collaborative – We believe in collaboration across our organisation, with clients and the local community. We build strong national and international partnerships and deliver the best results by leveraging collective expertise and knowledge.
  • Passionate – Above all we are passionate about the people we work with, the areas we work in and the work that we do.

Some of the essential requirements for the role are:

  • Diploma in Financial Planning
  • At least 3 years’ experience of working within a financial planning environment, 18 months of which in a Paraplanner role
  • Advanced technical knowledge of financial products
  • Highly organised, methodical, analytical and disciplined
  • Excellent communicator (both verbal and written)
  • Ability to assimilate technical information into an understandable format for clients
  • Shows initiative and takes personal responsibility for completing tasks
  • Adopts a positive attitude, willing to assist others when busy
  • Able to work under pressure on occasions to achieve deadlines
  • Excellent attention to detail
  • Able to achieve agreed outcomes without supervision
  • Able to prioritise and plan own workload

What are we offering?

  • The opportunity to join a passionate, friendly and ambitious team based in Gosforth, Newcastle Upon Tyne
  • The knowledge you’ll be working alongside an established team of 26 Financial Planners and Paraplanners
  • A competitive salary,  dependent on experience, plus bonus and other benefits

If you’d like to apply for this vacancy, please send your CV to jointheteam@taitwalker.co.uk.