Role Profile

Purpose of role:

To ensure that the annual tax compliance work is completed and planning opportunities are identified and delivered for a portfolio of clients.

Key responsibilities:

Client compliance work

• Delivering high quality service to clients
• Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non UK domiciliaries, partnerships, non-residents and trusts
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Ensuring all beneficial elections and claims are made

Client planning work

• Identifying possible planning possibilities
• Preparing reports for clients
• Attendance at client meetings
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs

Yearly routine checks and compliance

• Ensuring procedures on annual tax cycle are complied with
• Collating and maintaining client information
• Client billing and time analysis

Training and personal development

• In house technical and soft skills training as appropriate.

Supervising trainees

• Overseeing trainees and reviewing work
• Assisting other group members in professional work
• Providing feedback for trainees appraisals

Key Competencies:

• Planning and Organising
• Written and verbal communication
• Customer Focus
• Team work
• Technical Expertise

Candidate Profile

Education/Qualifications:

• Professionally Qualified (CTA) or (ATT) or equivalent.

Key Experience/Skills:

• Significant experience gained within a professional services firm.
• Good knowledge of private tax compliance and ideally some exposure to planning/advisory work.
• Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful.
• Ability to write letters explaining complicated planning issues as well as verbal communication skills.
• Computer literate using a range of applications/programmes ideally including Digita software.
• Ability to work independently and also be a team player.
• Confidence to deal with managers, partners and clients