Tax Advisor, Capital Allowances

Opportunity in a Big 4 firm.

This firm is offering an exceptional opportunity for a motivated and ambitious individual to join their specialist team. This role is part of a rapidly growing segment, where the successful candidate will be actively involved in delivering and supporting various pursuits and projects across multiple business sectors in the UK. This position provides a unique chance to engage with clients from different local offices, offering a significant opportunity to build and expand a professional network.

Key Responsibilities:

As a Senior within this firm’s specialised team, you will engage in diverse activities from the outset, guided by experienced leadership. Key responsibilities include:

• Participating in a variety of fixed asset tax projects, including consultations with clients to address their tax challenges and explore opportunities related to fixed assets.
• Assisting in sales and marketing efforts, including the preparation of capital allowances and fixed asset service proposals, as well as conducting high-level feasibility analyses to estimate potential allowances.
• Supporting the broader tax practice by providing advice on tax technical matters related to transactions, and due diligence for both vendors and purchasers.
• Coordinating with clients and their advisors to gather detailed construction cost information.
• Reviewing legal documents, such as sale and purchase agreements, leasehold agreements, and contribution agreements, to clarify entitlement to capital allowances.
• Analysing available documentation and using quantity surveying expertise to address any gaps, ensuring defensible valuations.
• Investigating asset lives and business needs to aid in allocating qualifying expenditure to the appropriate capital allowances pool.
• Preparing and reviewing detailed capital allowances reports, categorising the various allowances identified.
• Providing technical updates to clients and the tax practice following changes in capital allowances legislation.
• Drafting technical responses to HM Revenue & Customs inquiries regarding client claims.
• Building and maintaining productive relationships with clients, ensuring high levels of service delivery.

Skills and Experience Required:

• Experience or qualifications in quantity surveying, valuations, or construction technology are advantageous but not mandatory.
• Strong technical skills with a desire for further development.
• Proficient in MS Excel; additional or advanced technology skills are a plus.
• Effective project management skills, with the ability to plan, prioritize, and meet deadlines.
• Ability to identify risks, conduct thorough reviews, and escalate issues when necessary.
• Commercial awareness and a client-focused approach.
• Creative problem-solving skills, with a proactive attitude toward suggesting improvements.
• Strong interpersonal skills with the ability to build relationships and deliver high-quality work.
• Excellent communication skills, both written and oral, across various situations.
• Proven relationship management skills, with the capability to manage client expectations effectively.