This is an exciting opportunity to join our growing tax team, where you’ll manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.

This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact.

You’ll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.

Client

Manages a portfolio of personal tax clients: Self-Assessment and MTD for IT.
• Supports the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
• Takes responsibility for good relationship management of clients, predominately over the telephone, email, on online meetings and where appropriate in face to face contact.
• Builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved.
• Provides general support to clients in the provision of tax returns and general compliance.

Tax delivery

Reviews and manages the personal tax compliance (Self-Assessment and MTD for IT) process for portfolio clients.
• For more complex clients, prepares and finalises accurate and timely tax return work ready for review.
• Liaises with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.
• Uses and understands legislation and practice appropriately to aid in relevant areas of work.
• Spots planning opportunities (tax advisory and Wealth Management) and takes responsibility for escalating this to develop new business and cross selling opportunities.

Client take-on / risk management

• Has an awareness of the firm’s risk management procedure and adheres to this.
• Mitigates risks by involving senior people, ensuring appropriate advice is sought (where required).• Has a solid understanding of professional standards, ethics and risk management protocols.Technical competence
• Ensure professional knowledge is technically up to date to undertake relevant area of work, and continues professional development.

People
• Is an approachable and respected member of the team who takes a proactive interest in the team’s performance and well-being
• Can coach processors in the accurate and timely completion of personal tax compliance work.

Operations and results

• Monitors own time incurred and undertakes analysis as directed.
Takes responsibility for invoicing portfolio and associated work, keeping accurate records.
• Complete time sheets accurately and on a timely basis.
• Meets own financial targets set.

• Strong attention to detail with a “can-do” attitude
• Excellent verbal and written communication skills
• Strong organisational skills and ability to manage deadlines and prioritise workload
• Ability to work both independently and as part of a team
• Confident and proactive approach
• Comfortable working in a paperless, technology-driven environment

• Qualified ATT and/or CTA – minimum 5 years relevant tax experience
• No ATT Qualification – minimum 7 years relevant tax experience

• Enthusiastic and hardworking
• Client-focused with the ability to build strong professional relationships
• Proactive and commercially aware
• Committed to continuous professional development