Apex Finance Recruitment

Accounts & Tax Director

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Accounts & Tax Director

About the role:

  • Day to day management of a Partner’s portfolio (£1m fee base) along with team management
  • Reviewing the work of the Accountancy & Tax teams
  • Answering complex client queries, training the team in respect of cash flow forecasting, management accounts and general accounting issues
  • Meeting new & existing clients with the Partner, growing your own portfolio in time
  • Providing clients with specialist tax advice including corporation tax, income tax, CGT, IHT, Trust tax, UK residence, EIS/EMI and corporate re-structuring
  • Dealing with SEIS/EIS advance assurance and statement of compliance submissions
  • Reviewing CGT returns and SDLT returns
  • Dealing with VAT enquiries, residence certificates and forms
  • Dealing with tax clearances: share for share exchanges, share buybacks, corporate demergers/partitions, EMI/EIS clearances
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