- Location
- March
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Experience
- 17+ years
- Closing date
- Today
- Source
- Vincere
Description
JOB SPECIFICATION:
Assistant Tax Manager
Name: Effective from:
Department: Tax
Job Title: Assistant Tax Manager
Reports To: Senior Tax Manager Partner
Direct Reports:
Hours / Days: Monday - Friday 37.5 hours per week (will consider 30 hours
per week)
Job Summary:
To assist the Tax Partner, Private Client team and partners in the provision of high quality compliance services, and advisory services, for a range of private clients including high net worth individuals, non-resident individuals and Trustees.
ATT qualified with 2 years post qualification experience or qualified by experience.
Hold or studying towards the CTA qualification an advantage, but not essential
Key Activities:
1. Tax
• Prepare/review draft Self Assessment tax returns including capital gains computations and preparation of schedules of income from property.
• Review and monitor the progress of tax return preparation, completion and payment of tax through the tax cycle.
• Present the returns and related services to clients with appropriate explanations.
• Draft tax planning advice where appropriate with support.
• Provide technical assistance to non-tax staff.
• Draft tax planning advice where appropriate, with any support required.
• Complete ad-hoc advisory work as required, for higher level review.
• Review of IHT forms prepared.
2. Client Management and Business Development
• Responsible for the management of own portfolio of clients.
• Manage and develop client relationships, including regular client contact by telephone, meetings and electronically.
• Identify opportunities for additional services.
• Awareness of business development including representing the Firm at networking events.
• Liaise directly with business owners and accounts staff.
• Build and maintain strong relationships with clients.
• Bill clients
• Actively market the firm to new clients and identify potential clients where the opportunity arises.
3. Staff
• Provide technical assistance to non-tax staff.
• Delegate tasks effectively.
• Review work of junior staff, ensuring quality in compliance with professional standards / requirements.
• Ensure board decisions on staff (including any you directly line manage) are promptly, efficiently and effectively implemented, including communicated back to appropriate Managers, Senior Managers, Associates and Partners, as required.
• Ensure staff motivation and loyalty is maintained to minimise staff turnover.
• Ensure effective communication systems between management and staff are established and disseminated to all staff in the company to ensure coherence and a team spirit.
• Conduct annual appraisals and quarterly reviews for all direct reports.
• Monitor and encourage improvements towards standards of work via guidance, coaching and mentoring.
• Encourage / foster a culture of continuous improvement.
4. General
• Undertake general administration tasks.
• Effectively communicate with colleagues within the organisation to promote teamwork across the group and assist in the development of internal relationships.
• Identify and meet personal job-related training as required.
• Provide assistance in terms of general and specific support to Partners and managers as required.
• Undertake other reasonable work activities as determined by the Partners and managers.
• Undertake appropriate training to ensure CPD criteria is met.
• Attend tax user group meetings, if required.
