Job Description

• Managing an allocation of approximately 200 clients’ personal tax cases and trusts.
• Preparation and submission of Tax Returns in time to meet HMRC deadlines and avoid any late filing penalties.
• Meeting, Zooming, and corresponding with clients as required to manage the portfolio.
• Tax planning exercises and offering advice.
• Corresponding with HMRC and clients to deal with any Revenue correspondence, enquiries and appeals.
• Dealing with initial client contact to provide guidance and advice to effectively engage them as a client.
• Providing assistance to, and working with, other members of the team to ensure a proactive working environment.
• Reviewing 1/3 of the tax juniors work.
• Providing assistance and training to junior members of staff as required.
• General Admin duties – invoicing, filing etc.
• Registering clients for self-assessment.
• Prepare Sole Trader and Partnership accounts as required for Tax Returns.

Required Knowledge, Skills, and Abilities

The ideal candidate will be: Highly motivated self-starter who wants to succeed personally and in business. Able to work independently and manage your own clients and manage your own diary. Ideally holds a CTA qualification, but will also consider ACCA or ACA. A solid background within a practice. Have a significant part of their career focused on tax. Developed up through grassroots and be hands-on. Confident with a diverse group of clients. Capable of providing consultancy and value-added advice to clients. Help build the business from new and existing relationships.