Job Description

• Dealing with compliance matters including preparation and submission of annual Tax Returns of all allocated clients; ensuring all are compliant with tax regulations;

• Looking after the day-to-day issues/queries from clients working with relevant team specialists as appropriate;

• Responsible for a general portfolio of personal tax clients which differ in client type and complexity;

• Liaison with HM Revenue & Customs and clients on all personal tax issues;

• Provide tax advice to clients, in a supported environment, which may include legislative changes or tax efficient planning advice where appropriate;

• Responsible for providing consistent client service of a high quality which includes maintaining regular client contact such as face to face meetings, e-mail correspondence and telephone discussions;

• Assisting with ad hoc project work, that may include work on P11Ds and working across teams within the private client practice;

• Responsible for liaison with other departments within the firm where appropriate for example Trust, Pensions, Business Group etc.

Required Knowledge, Skills, and Abilities

• Excellent communication skills - both written and oral

• A well-developed sense of client service and quality orientation

• Good attention to detail

• Organisation of personal workload

• Working as part of a team

• A proactive and analytical approach with a desire to progress