Job Description

This role will involve you:

• 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).
• 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