Job Description

• Contributing to the provision of an excellent service to a diverse range of clients, providing support to managers and partners, and supervising junior staff.
• Reporting to managers and partners and taking responsibility for completing tasks accurately, to deadline and liaising with the client in line with the Client Charter.
• Ensuring that client hygiene targets relevant for your grade are adhered to.
• Travelling to and from clients’ premises and our other offices from time to time.
• Demonstrating initiative and judgment although supervision and advice will be always available.
• Developing technical expertise and progressing against technical competencies.
• Progressing against designated exams (where appropriate).
• Likely to be acting as a client controller or supervisor in relation to appropriate clients and/or their engagements having a fee total in excess of £100,000.
• Gaining new work from existing or new clients where possible.
• Acting as a client supervisor in relation to appropriate clients and/or their engagements.

Your main duties will include:

• The following are typical of the tasks that you will be expected to carry out on the client’s behalf. They should not be confused with your responsibilities involved in managing a client and his engagements which are set out under responsibilities for controllers and supervisors.
• Review tax returns and accompany workings to an extent appropriate to the complexity of the engagement and experience of the staff thus far involved.
• Complete posting for complex or missing areas of tax returns or oversee this.
• Prepare more complex capital gains computations.
• Prepare/amend and/or approve letters and emails relating to less complex issues;
• Prepare replies to complex client or third party correspondence, seeking further input as appropriate;
• Have direct contact with the client and third parties including HMRC;
• Deal with the more technical enquiries from clients and other firm members;
• Oversee the dealing with Enquiries raised by HMRC;
• Identify the potential for more complex tax planning opportunities and recommend appropriate strategies including basic inheritance tax advice;
• Attend client meetings;
• Meet potential clients where appropriate;
• These tasks will be carried out subject to minimal or no supervision. It I anticipated that you will recognise situations where you need to seek technical assistance.

Required Knowledge, Skills, and Abilities

The following qualities are desirable: A team player. A driven, self-starter attitude. Resilience. Good communication skills. Approachability and availability. Honesty and integrity. Team player. Flexible. Approachable. Organizational skills. Good communication skills. Analytical thinking. Business and not for profit (charities and schools) experience and knowledge. Risk awareness. Negotiation and conflict resolution skills. Willingness to research. Empathy. Report writing experience. Willingness to travel. Providing on the job training for junior staff where possible and providing feedback on a timely basis. Assisting managers and partners with technical research and technical writing for client and marketing purposes. Volunteering for marketing events and firm-wide projects/recruitment representing the firm. 2 A levels at grade C or equivalent. Qualified ATT/CTA. Candidates qualified by experience will also be considered. CPD compliant.