This role has a very heavy focus around helping our clients stay on top of their tax compliance responsibilities, but there will also be opportunities to provide tax advice. Alongside your responsibilities at work, you will undertake a training contract (apprenticeship agreement) and study towards completing the ATT qualification. Page Kirk will provide paid study leave and will fully fund your studies towards becoming an ATT qualified Taxation Technician.
Job Duties:
Day-to-day management of your own portfolio of clients.
Meet clients, as part of the tax team.
Preparation of self-assessment personal tax returns.
Preparation of forms P11d (return of benefits and expenses).
Carry out tax research and summarise findings.
Analyse data.
Checking HM Revenue and Customs correspondence and communications issued to the client.
Representing the client in the event of an HM Revenue & Customs investigation (you will not be expected to deal with these unassisted).
Written and verbal communications with clients and HM Revenue & Customs.
Use of technology, software and Apps to handle data-processing
Working to weekly/monthly/quarterly deadlines as part of the wider team
Helping to prepare blogs and articles relevant to your area of work when required.
Training:Professional Accounting Taxation Technician Apprenticeship Level 4 - ATT.
A key role within any accountancy and finance function, individuals undertaking this apprenticeship will hone their ability to create, verify and review accurate and timely financial information. This apprenticeship can suit a variety of financial functions as there are a range of qualifications available to suit your organisation.
The ATT qualification gives you the knowledge and practical skills to work in tax compliance. After qualifying, you can progress onto CTA and become a chartered tax advisor.
The ATT syllabus follows a modular structure, which consists of two core certificate papers and four optional certificate papers, allowing you to specialise in your own area of interest or expertise. You must also complete three computer-based exams (Law, Professional Responsibilities & Ethics and Accounting).
Compulsory units include:
Personal Taxation (PT).
Business Taxation (BT).
Optional units include:
Business Compliance (BC).
Corporate Taxation (CT).
Inheritance Tax, Trusts & Estates (IHTTE).
Value Added Tax (VAT).
You will also be required to complete an End Point Assessment (EPA), which will include a role simulation exam and portfolio with a reflective statement.
Training will be provided by attending either face-to-face classroom-based lessons or Live Online. An apprenticeship has to be relevant to the job you are undertaking, and you must dedicate 20% of your time towards it. Training Outcome:Becoming ATT qualified and having practice experience on your CV is invaluable for a successful career in taxation; typically progressing your career within an accountancy practice (as a tax adviser). Once you are ATT qualified, the natural career progression in terms of further qualification would be to study towards becoming a Chartered Tax Adviser (CTA).Employer Description:We are a firm of Chartered Accountants and Chartered Tax Advisers based in Nottingham, who have been trusted advisers to our clients throughout our rich history, which spans more than 125 years.
As a firm of the future, what really matters to us is building long-term relationships with our clients, so that we can become an extension of their business and give them the very best, tailored advice.Working Hours :37.5 Monday to Friday, times to be confirmed.Skills: Communication skills,Organisation skills,Attention to detail,Problem solving skills,Number skills....Read more...
PRIDE IN LONDON: TREASURER Location: London
Remuneration: The role of a member of the Board of Directors is not accompanied by any financial remuneration, although expenses for travel may be claimed Time commitment: 6 Board meetings per year, with additional meetings or attendance atsub-committees as required. Board members may also be asked to represent Pride in London at various events and meetings with key stakeholders.Reporting to: Chair of the Board
ROLE DESCRIPTION
The members of the Board of Directors are legally responsible for the effective governance of the CIC.All members of the Board are also the legal Members of the organisation.The Board of Directors are responsible for setting the strategic direction of Pride in London, as well as ensuring its financial health, good governance, legal compliance, and effectiveness.The Board provides constructive challenge to the CEO and Senior Leadership of Pride in London, while ensuring the CIC’s actions align with its mission, vision, and values.The Treasurer leads on financial oversight and compliance on behalf of the Board.
Financial Leadership and Compliance
Ensure that the Board receives appropriate budgetary and financial information on the activities of the CIC including Annual AccountsEnsure that all accounts are prepared and disclosed in the form required by funders and the relevant statutory bodiesRecommend to the Board appropriate accounting procedures, controls and policies consistent with the scheme of delegationOversee the appointment of auditors and review on a regular basisWork in close partnership with the Senior Leadership Team finance lead in executing their responsibilities and achieving their goals.Ensure that the CIC sets an appropriate reserves policyEnsure that assets are adequately maintained and accounted forEnsure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislationEnsure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basisEnsure that the Board’s scheme of delegation is reviewed on a regular basisActs as Chair of the Finance, Risk and Audit sub-committee of the Board
Responsibilities as a Member of the Board
Work with the rest of the Board and CEO to set a clear strategic direction for the CIC, defining overall strategy and policy, setting targets and evaluating performance against agreed targets;Regularly review major risks and associated opportunities, and ensure that systems are in place to take advantage of opportunities, and manage and mitigate the risksEnsure the sound financial health of the CIC, with systems in place to ensure financial accountabilityEnsure the CIC applies its resources exclusively in pursuing its objectivesEnsure the effective and efficient administration of the CIC, complying with all relevant legal and regulatory requirementsSafeguard the good name and values of the CICBe collectively responsible for the actions of the CIC and other members of the BoardAttend meetings and subcommittee meetings as appropriate and read papers in preparation for the meeting;Keep informed about the activities of the CIC and wider issues which affect its work.Work within the guidelines set out in the Articles of Association, Board of Directors’ Code of Conduct, and Scheme of DelegationWork collaboratively with other Board members and Senior LeadershipWork within any agreed policies adopted by the CICAct as an ambassador for Pride in London’s cause and the CIC itselfRepresent the CIC at external functions, meetings and events where appropriate
Additional information
The above list is indicative only and not exhaustive.Board members will be expected to perform all such additional duties as are reasonably commensurate with the role.In addition to the duties of all Board Member, each Board Member should use any specific skills, knowledge or experience they have to help the Board reach sound decisions.This will involve scrutinising Board papers, leading discussions, focusing on key issues, and providing advice and guidance as requested by the Board in respect of new initiatives, or other issues, to the area of the CIC's work in which the Board Member has special expertise.
Person specification
Demonstrate a strong and visible passion and commitment to Pride in London, its strategic objectives and causeDemonstrate a thorough understanding of the needs of LGBT+ people in London, the LGBT+ community and its culture, and the wider context in which Pride in London worksDemonstrable expertise in financial management and governance for minimum £1mA problem-solving mindset and ability to work collaboratively and constructivelyAbility to commit time to conduct the role well, including travel and attending events out of office hoursA professional financial qualification is desirablePrevious experience of charity/CIC/corporate governance and/or senior leadership within a multi-million pound organisation is desirable but not essential
Terms
The Treasurer (and all board members) will serve a three-year term and are eligible for reappointment at the end of their term.All Board Members are also Members of the CIC.
HOW TO APPLY – PLEASE READ CAREFULLY Ready to help us drive the conversation forward? We want to hear from you.Email your CV to pride@corecruitment.com along with a short cover letter mentioning which area of skills you think you can best bring
Pride in London is a community-led organisation. We particularly welcome applications from those who are underrepresented in political spheres, including trans people, non-binary individuals, and LGBTQ+ people of colour.....Read more...
Support deal teams with client onboarding, documentation, and compliance checks
Assist in portfolio management by monitoring client accounts, updating records, and tracking loan performance
Prepare and review financial analyses and lending proposals for corporate clients
Participate in team meetings, contribute to ongoing projects, and help generate business ideas
Rotate across desks to gain exposure to different sectors, including infrastructure and renewables
Engage in market and risk monitoring activities to support decision-making
Help maintain client relationships through regular communication and follow-up tasks
Training:Our specialised BSc (Econ) in Applied Finance programme combines the academic rigour of Queen Mary University of London's academic excellence with the achievement of industry recognised professional qualifications and work experience within partner organisations.
Designed to build diversity in the financial profession, this programme will support you to develop the skills necessary to become a highly competent professional who excels in the financial sector.
With a specially designed curriculum, the programme will take a block teaching approach which is strongly supported with online independent learning activities and workplace learning. In particular, the block-teaching approach for the on-campus teaching enables apprentices to have uninterrupted periods on the trading floor outside of the on-campus periods, which is essential for their understanding of how financial markets operate.
Apprentices will develop deep understanding of:
The structure of the Financial Services industry and in particular the role their part of the sector and organisation plays, the purpose of the function in which they work and how their function relates to the wider business
The relevant Financial Services legal and regulatory framework and ethics, and the purpose behind them
The relevant Financial Services products and services and a broad understanding of the organisation’s policies and procedures
Proficiency in relevant IT skills, and organisation and Financial Services specific software / systems, as required to deliver the role outcomes
The programme follows a block-teaching approach for the on-campus teaching, as this enables apprentices to have uninterrupted periods on the trading floor outside of these periods, which is essential for their understanding of how financial markets operate.
The intensive on-campus sprints are designed to provide in depth coverage of the academic knowledge and skills required, which apprentices will then apply in the workplace between sprints. In this period, learning and teaching will continue through online material and assessments (formative and summative) to keep apprentices engaged with their studies and enable them to learn at their own pace.
The work-based modules enhance these elements by providing important opportunities for students to engage in structured learning activities in the workplace, which will build workplace specific knowledge and skills, develop professional behaviours, and facilitate the implementation of the academic and technical capabilities developed as part of the apprenticeship programme.Training Outcome:Upon successful completion of the Apprenticeship, candidates will have the opportunity to apply for a full-time Analyst position with CIBC.Employer Description:We are a leading and well-diversified North American financial institution committed to creating enduring value for our clients, team, communities and shareholders as we activate our resources to create positive change and contribute to a more secure, equitable and sustainable future.
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
• Thrive: Benefit from an open and approachable culture
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity across our global offices
• Develop: Grow your skills and career through ongoing learning opportunities, individual development planning, and comprehensive product training
• Prosper: Share in our collective success with a competitive salary, incentive pay, employee banking benefits, health benefits program, and employee share purchase planWorking Hours :Shift days (including college day): Monday - Friday
Day Hours: 7
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative,Highly Motivated....Read more...