To manage a portfolio of personal tax clients, ensuring that they meet their obligations to file tax returns and to provide clients with a proactive, efficient, and cost-effective taxation service. To assist is the management of the team on a day-to-day basis. To assist in the provision of ad-hoc personal tax advisory work, as required.
Managing a portfolio of personal and trust tax clients, including the preparation of Self Assessment and Capital Gains Tax Returns. Reviewing returns prepared by less experienced members of the team
Involvement in the firm’s P11D and PSA work including the preparation and review of forms and calculations and assisting in the day-to-day management of the P11D process
Provide clients with a proactive, efficient, and cost-effective taxation service that meets their needs and those of the regulatory authorities including the provision of ad hoc advice as required
Day to day involvement in training and coaching less experienced members of staff including some line management
Researching and drafting private client and employment tax advice
Report to and keep the management and partner team up to date with progress on jobs undertaken
Qualified by experience or CTA qualified
At least 2 years’ post qualification experience of Personal Tax work
Able to communicate effectively with clients and colleagues
Excellent time management skills in order to meet a variety of strict deadlines
Experience of some line or process management is preferred but not essential
Tax advisory experience is desirable but not essential
Some experience of other taxes ideal, but not essential