To manage a portfolio of corporate tax clients for all partners and to provide clients with a proactive, efficient and cost-effective taxation service that meets their needs and those of the regulatory authorities.
Tax allocation manager for around 200 corporate clients, mainly owner managed business;
Overview of personal tax affairs of owners of those corporate clients where appropriate;
Overview of compliance function in respect of client portfolio and attendance at pre-year end/completion accounts meetings with accounts staff as appropriate.
Proactively anticipating the needs of clients in the management of their tax affairs, e.g. research and development tax credits, capital allowance claims, succession planning, structuring;
Establishing and maintaining a professional working relationship with clients and liaising with colleagues so that the Firm can comply with clients’ reasonable requests for assistance and ensure the provision of a quality service to clients;
Provision of assistance to Tax Partners, Directors and Senior Managers(as relevant) in respect of the delivery of advisory assignments;
Training and support of staff at Tax Trainee to Tax Executive level;
Liaising with HMRC on behalf of clients as appropriate;
Cross referral for corporate finance, financial planning and other advice as required;
Involvement in the firms practice development activities eg; preparation of articles/e-shots, presentations, networking;
Attending courses as necessary, in order to develop existing inter-personal skills and maintain an adequate level of technical CPD.
ACA or CTA qualified or qualified by experience;
At least 3 years’ experience of corporate tax work;
Some experience of other taxes ideal but not essential;
An excellent client relationship manager with the ability to deliver a quality service;
Able to communicate effectively with clients and colleagues;
Excellent time management skills in order to meet a variety of strict deadlines.
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