Analyzing client financial records for the last financial year
Identifying potential tax deductions and savings clients have not considered
Requesting additional information from clients for processing tax returns
Advising clients about tax laws and how to meet requirements
Completing and submitting tax returns on behalf of clients
Liaising with HM Revenue & Customs (HMRC) on clients’ behalf to ensure it
processes client returns efficiently and accurately
Developing tax planning strategies to help clients secure their financial
future
In-depth understanding of current tax laws, including laws about pay-as-
you-earn, self-employment, business and investment taxes
Math skills for calculating deductions and other tax calculations
Strong verbal and written communication skills, including the ability to
explain complex tax matters in accessible terms
Problem-solving and analytical thinking skills to help clients legally
maximize their returns and reduce tax burdens
Organization and multi-tasking skills for working on several clients’ tax
returns at once
Computer and online literacy, including confidence using accounting
software and the HMRC online portal