
VAT Professional
3 days ago
Key Responsibilities:
- Client Interaction: Interact with clients to address their inquiries, concerns, and issues.
- Comprehensive Interviews: Conduct in-depth interviews with clients to gain a comprehensive understanding of their financial situations.
- Customer Support: Address and resolve customer complaints promptly and professionally.
- Financial Product Recommendations: Recommend additional financial products and services that align with clients' needs.
- Tax Advice: Advise clients on relevant laws related to VAT, CT, AML, ESR, UBO, etc.
- Tax Updates: Stay current with tax laws and regulations, providing clients with up-to-date guidance and advice.
- Tax Compliance: Assist clients in understanding and meeting tax and compliance requirements, minimizing the risk of penalties.
- Tax Calculations: Calculate taxes owed by meticulously following tax codes and regulations.
- Tax Returns: Prepare a wide range of tax returns, from simple to complex, for both individuals and small businesses.
- Tax Optimization: Strategically help clients leverage federal, state, and local tax codes to maximize their eligible benefits.
- Tax Deductions: Identify potential deductions, tax credits, and advise clients on minimizing tax liabilities.
- VAT Registration: Oversee the registration requirements and thresholds for VAT and CT.
- Record Accuracy: Verify the accuracy of past tax returns and ensure records are reconciled at all times.
- Complex Returns: Refer to tax law handbooks for complex tax returns, ensuring compliance.
- Bookkeeping Tasks: Manage bookkeeping tasks, including Payables and Receivables Management.
- Client Record Maintenance: Maintain meticulous records of client accounts, ensuring accuracy and compliance.
- Financial Analysis: Review and analyze financial records, including income statements and expenditure documentation.
- Tracking Systems: Regularly update financial trackers and databases to reflect the most current information.
- Electronic Filing: Utilize electronic filing software to accurately prepare and file tax returns.
- Report Preparation: Provide clients with a copy of their completed tax return for their records.
- Summary Reports: Prepare weekly/monthly summary reports to present to management.
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