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 in 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 those clients whose affairs are complex or contentious
Review of tax returns and other work produced by less experienced members of the team
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
Line management and mentoring of staff
Researching and drafting private client and employment tax advice
Liaising with colleagues across BHP to aid in the provision of excellent client service
Working with and reporting to the Senior Management and Partner team to manage the team and to review processes and improve efficiency and systems
Qualified by experience or CTA qualified
At least 4 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
Commercially minded
Experience of line & process management/supervising a team
Tax advisory experience is desirable but not essential
Some experience of other taxes ideal, but not essential