Tax Operations Executive (CHESTR01)

LB Group Ltd is a leading, UK Top 75 Accountancy firm. With a heritage spanning over 60 years, we have more than 300 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.

We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice. 

The post holder will be expected to operate in line with our workplace values “RIALTO”. Respect, Integrity, Aspire, Learn, Teamwork and Ownership. LB Group appreciates all its employees with people at the heart of what we do, to ensure we are authentic, warm and relatable to those we serve.

Purpose of the role:
Due to continued growth, LB Group is recruiting for a newly created position within the Property Taxes department. We are looking for a dynamic and detail-orientated Operations Executive to come and join our Tax team in either our Colchester, Chelmsford, Ipswich or Strafford office. 

Reporting into our Property Taxes Associate Director and working in a team environment, you will provide high level project management support to assist the tax technical team with all processes around the delivery of premium advisory work. You will have full oversight of all premium advisory work from engagement through to delivery and manage workflows from onboarding to completion. You will be responsible for reviewing current and future pipelines of work for the team, producing reports for targets and trends.

As a newly created position, the scope for the vacancy to grow at LB Group is exciting. You can join the team to shape this role as your own with continuous support from the team and the hope in the future to have your own ‘Operational’ team.

Accountabilities:
· Assisting with internal ‘Know your Client/ Business’ and AML requirements of new and existing clients, including preparation of Engagement Letters.
· Budgeting and Financial Performance tracking.
· Managing ongoing project workflow and delivering updates to team and clients.
· Implementing and controlling general internal processes for the tax advisory team.
· Assisting with creating and maintaining marketing materials for internal and external releases / communications.
· Assisting with delivery of proposals for prospective projects.
· Liaising with clients, HMRC and other third parties where appropriate.
· Assisting with general business support and administrative duties of the advisory teams.
· Monitoring WIP Vs Budgets for ongoing projects & drafting fee notes.

Skills/Qualifications:
· Experience of working in a professional service industry
· Project Management experience
· AML knowledge desirable
· Excellent attention to detail and accuracy in processing payment.
· Strong problem-solving skills.
· Excellent organisational and time management.
· Effective communication and interpersonal.
· Ability to work independently and collaboratively in a team environment.

Use the ‘Apply Now’ link to view the role and benefits package.