Job Description

• Manage a portfolio of clients, with responsibility for compliance work and identification of tax planning opportunities.
• Carrying out tax work in accordance with the Firm’s procedures.
• Preparation of Personal Tax Returns.
• Dealing with enquiries and assisting staff and Principals.
• Considering tax planning issues.
• Accepting responsibility for a portfolio of clients and assisting on client matters.
• Maintaining a record of Tax Returns and ensuring all Returns are filed on time.
• Regular correspondence with clients, HM Revenue & Customs and third parties as required.

Required Knowledge, Skills, and Abilities