{"id":4187533,"url":"https://alion.io/job/skybound-wealth-tax-assistant","title":"Tax Assistant","company":{"id":4417003,"name":"Skybound Wealth","domain":"skyboundwealth.com","url":"https://alion.io/company/skyboundwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":45,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Mumbai, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T17:47:58Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T18:42:38Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"About us:\nSkybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.\nOur advisers work with internationally mobile clients whose investment requirements can often span multiple currencies, jurisdictions, platforms and investment structures. Our investment proposition has been developed to provide advisers with a robust framework of approved asset managers, model portfolios, investment solutions and portfolio-construction methodology that can be applied consistently across the Group.\nAbout the role:\nSkybound Tax will join the Group in January 2027, focusing on the delivery of UK tax returns. We are looking for a Tax Assistant to support the preparation of accurate returns and provide a reliable, responsive service to clients.\nBased in Mumbai, you will gather client information, prepare draft UK Self Assessment returns and build complete case files for the London tax team. This includes preparing schedules and gathering evidence for private client and cross-border tax work.\nThis is a hands-on preparation role with scope to develop your UK tax knowledge. You will take ownership of allocated tasks, follow agreed procedures and raise technical questions or missing information promptly with the Assistant Tax Manager or designated reviewer.\nLocation\nThe role is based in Mumbai and supports the delivery of UK tax returns alongside colleagues in London.\nYou will need to coordinate your working day with the UK team to allow regular communication, timely reviews and clear handovers.\nKey Responsibilities\nUK Tax Return Preparation\nPrepare draft UK Self Assessment tax returns and supporting calculations using approved tax software and templates\n\nProcess information relating to employment, pensions, savings, dividends, property income and capital gains, within your experience and agreed scope\n\nSupport the preparation of self-employment schedules and other supplementary pages where required\n\nPrepare property income and investment schedules, reconciling figures to source documents and flagging discrepancies\n\nClient Information and Communication\nIssue information requests and follow up outstanding documents within agreed timescales\n\nCompile residence and travel timelines from client records and flag missing dates or supporting evidence for London to review\n\nHandle routine client queries professionally and refer technical advice requests to the UK team\n\nKeep colleagues informed of outstanding information, progress and any risk to delivery dates\n\nReview and Submission Support\nHand over complete files with draft returns, working papers, prior-year returns and supporting evidence, with outstanding questions clearly marked\n\nPrepare client approval packs under supervision and assemble draft HMRC and pension treaty claim packs for London to review\n\nSupport electronic filing only once the required internal review and client approval have been recorded\n\nRetain filing confirmations and update completion records, escalating rejected submissions or discrepancies\n\nWorkflow and Deadline Management\nMaintain an up-to-date record of allocated returns, next actions and agreed deadlines\n\nPrioritise work with the Assistant Tax Manager, particularly during peak filing periods\n\nIdentify delays or capacity concerns early and provide clear handovers between Mumbai and London\n\nQuality and Confidentiality\nFollow agreed onboarding, identity-checking and document-handling procedures within your responsibilities\n\nUse approved systems and access controls when handling confidential client and financial information\n\nEscalate suspected errors, unusual transactions, complaints or compliance concerns promptly\n\nFollow documented preparation checklists and apply feedback to reduce recurring errors\n\nService Development and Reporting\nSupport the establishment of Skybound Tax’s working papers, checklists and document records as the service launches\n\nProvide accurate progress updates and record time spent on allocated work where required\n\nSuggest practical improvements to recurring tasks and take part in relevant tax training\n\nDesired Skills & Experience:\nWe are looking for someone who enjoys detailed work, communicates clearly and takes pride in producing accurate information.\nYou should have:\nPrevious hands-on experience preparing UK Self Assessment returns is essential\n\nA working understanding of UK Self Assessment and the ability to prepare supporting schedules under supervision\n\nStrong numerical skills, attention to detail and a methodical approach to checking information\n\nConfidence using Excel, client document systems and tax software, with the ability to learn new systems\n\nClear written and spoken English and the ability to communicate professionally with clients and UK colleagues\n\nThe ability to manage several tasks, follow up missing information and meet agreed deadlines\n\nSound judgement about when to ask for help, protect confidential information or escalate a concern\n\nExperience with internationally mobile clients or overseas income would be beneficial\n\nKey Benefits:\nA competitive basic salary relevant to experience and qualifications\n\nAnnual leave, public holidays and employee benefits in line with the local employment package\n\nSupport towards relevant professional development and ongoing technical learning\n\nPractical experience supporting UK tax clients within an international wealth-management group\n\nClose collaboration with the London team and opportunities to develop as Skybound Tax grows\n\nQualifications\nA degree in accounting, finance, commerce or a related subject is desirable. We also welcome candidates with relevant practical UK tax experience.\nProgress towards ATT, ACCA, ICAI or an equivalent recognised accounting or tax qualification would be beneficial\n\nEvidence of UK personal tax training or practical experience will be particularly relevant\n\nWhat Success Looks Like\nSuccess will be measured through the accuracy of your preparation work, reliable progress against deadlines and the quality of support you provide to the wider team.\nThe successful candidate will ensure that:\nLondon receives complete, accurate draft returns and case files, with schedules and supporting evidence ready for review\n\nMissing information and inconsistencies are flagged early, with clear follow-up actions\n\nReview points are addressed promptly, with learning applied to future work\n\nWorkflow records and handovers give the UK team a clear view of progress\n\nConfidential information is handled securely and concerns are escalated appropriately\n\nSkybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.","description_format":"text","description_chars":6890,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["Annual leave","Professional development"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-12T18:42:38Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":45,"reasons":["conf:1","win:early"],"computed_at":"2026-11-12T19:49:51Z"},"pay":null,"html_url":"https://alion.io/job/skybound-wealth-tax-assistant","json_url":"https://alion.io/job/skybound-wealth-tax-assistant.json","meta":{"generated_at":"2026-11-12T19:49:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":41857,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4417003},"rest":"https://alion.io/mcp/rest/get_company?id=4417003"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fskybound-wealth-tax-assistant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fskybound-wealth-tax-assistant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fskybound-wealth-tax-assistant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/skybound-wealth-tax-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fskybound-wealth-tax-assistant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4187533}},{"tool":"search_jobs","arguments":{"company":"skyboundwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4187533},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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