Tax Senior - Private Client Group
Job title: Tax Senior
Reports to: Tax Manager
Summary of role:
The Tax Senior will be a client’s primary (day-to-day) contact. They will be responsible for requesting the information required to prepare a client’s US and/or UK tax returns and subsequently review the returns once they have been prepared. A Tax Senior will report to their Tax Manager and raise any concerns and issues that may arise during the review stage. They must monitor and learn about emerging tax laws and consider tax planning opportunities. They will deal with a client’s day-to-day queries and will be responsible for drafting bills. Moreover, as a primary contact, they will be expected to handle a diverse and often large client portfolio.
A Tax Senior will be expected to perform any of the following tasks:
- Responsible for running their allocated client list: taking initial responsibility for completion of the compliance process including delegating work;
- Demonstrate good working knowledge of clients; communicate with the management group to ensure completion of work, and develop relationships to become the main contact for allocated clients;
- Tax Seniors should identify possible issues and planning opportunities with their client list and discuss such issues with the appropriate lead;
- As projects arise, Tax Seniors should look to work on consultancy and research projects with senior staff;
- As reviewers, it is vital that Tax Seniors have up to date technical knowledge and are able to apply this to their work;
- Tax Seniors should be able to identify any additional internal training sessions they may benefit from attending, or any which should be added to the training offering;
- Liaise with third party professionals including solicitors, other accountants, tax advisers and independent financial advisers;
- Develop people manager responsibilities; and
- Other duties as required.
- The job holder will be a qualified member of the Association of Taxation Technicians (ATT) and preferably qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not compulsory.
- They can work well under pressure.
- They are well organised.
- They can demonstrate they have gained tax experience and operated at a similar level within a practice;
- Experience of providing a high standard of service to clients both face to face and over the telephone/email.
- Experience of dealing with the full range of client tax requirements;
- Experienced in preparing and reviewing increasingly complex US and/or UK tax returns.
Knowledge, Skills and Abilities:
- Sound knowledge of statutory taxation requirements
- Knowledge of key aspects of tax legislation
- As well as having a good understanding of personal taxation, an awareness of corporate tax is desirable.
- Knowledge of tax planning advice is desirable
- Organised and analytical approach
- An eye for detail and accuracy
- Excellent verbal and written communication skills
- Problem solving skills – able to work on own initiative
- Highly numerical and able to interpret financial data
- Sound IT skills
- Keen to develop professional taxation knowledge and understanding
- Keen to undertake professional development such as the CTA qualification, if not already obtained.
- Looking to progress to Tax Assistant Manager and beyond.