Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.
This well respected, established accountancy practice, located in the heart of Edinburgh are looking for an ambitious individual to join our personal and business tax team at assistant manager/ manager level.
This is a developing team which reflects the growing requirement to provide a high quality tax compliance and advisory service to clients.
The portfolio consists of high net worth individuals, landed estates, unincorporated businesses including partnerships and family trusts. Complexity of the portfolio will depend on ability and experience.
A CTA qualification would be an advantage although the position is open to someone who is ATT qualified with a strong track record. Support for the CTA and/or STEP qualification will be available in appropriate circumstances.
Duties & Responsibilities:
Responsibility for managing a portfolio of clients including planning compliance work, managing the process through to submission of tax returns and some client contact on day to day compliance
Monitoring budgets and discussing issues with senior staff
Liaising with colleagues across the firm to provide a co-ordinated service to clients
Supervising, reviewing work and assisting junior members in managing their own portfolio of clients
Coaching and developing junior members of staff
Undertaking advisory work and assisting senior members of the team with ad hoc technical matters
Preparing fees and budgets/proposals for potential new clients and discussing with senior members of the team
Participating with senior members of the team in business development activities
Good knowledge of income tax, capital gains tax, inheritance tax, national insurance contributions, trust and partnership taxation
Experience in reviewing personal tax returns
Increasing involvement in tax planning projects
For further information on this role please contact Richard Kinsey at Clark Wood
If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role