This role will provide Tax compliance and advisory services for a wide range of clients.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Principals/Partners in both client work and in the management of the group. Will be involved in special assignments on an ad hoc basis.
A key part of the role requires the individual to actively seek, and keep the team management and partners informed about any new business opportunities arising at existing and new clients.
Responsible for all day to day tax compliance affairs of clients, and involved with related advisory matters, whilst being supervised by Manager/Director/Partner and communicating with clients
There will be an expectation that you will take full responsibility for project delivery
Manage a portfolio of clients including control of billings and cash collection within the firms criteria
Review of work prepared by more junior members of staff
Liaise with HMRC
To ensure assignments are completed within agreed budgets and keep client/team management informed of overruns and plan staff assignments in order to give an appropriate spread of experience
Identify risk and technical matters, as well as selling opportunities, to the Partner/Principles/Senior Manager, whilst exercising judgement within agreed parameters
Ensure that the firm’s quality control procedures are adhered to as appropriate
Ensure professional standards are met and supervise, support and develop more junior staff both on-site at client premises and whilst in the office
Will work as part of management team with other Tax managers within the business group, and provide support to the rest of the Tax team
Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
Counsel, appraise, develop and motivate staff as appropriate
Sales and Marketing:
Participate in bids/proposals for new work as requested
Communication and representation:
Develop professional relationships with clients and within the firm
Provide an efficient and pro active service to clients and ensure that the clients’ needs are fully met
Pay attention to self-development and continuing professional education with a view to progressing within practice
To support and work as a team player in achieving activities for their business area
Work on own initiative
Consult with colleagues and Partners on technical and risk matters.
You would be expected to be able to demonstrate 75-90 % of the accountabilities highlighted.
Starting to gain staff management experience
Significant understanding of and previous experience within expatriate tax compliance
Some tax advisory experience preferable
Maintain an in depth, up to date, knowledge of taxation
Ability to manage a client portfolio with oversight from managers
To actively seek opportunities for selling new services to new and existing clients
Some experience of dealing with client senior management
Educated to degree level, and/or CTA and/or ACA qualified or equivalent
Demonstrable post qualified experience