PURPOSE OF ROLE
1. To apply the relevant technical skills and to work as part of the Tax team by applying thosetechnical skills and by carrying out tasks assigned to you.
2. To take responsibility for individual assignments, ensuring the effective and timely delivery and the quality of service meets the firm’s aims.
3. Oversee a portfolio of personal taxclients.
4. Assist with tax consultingprojects
REPORTS TO
5. You will report to Directors, Associates, Managers and ClientManagers
MAIN AREAS OF RESPONSIBILITY
TECHNICAL
6. Apply practical experience and technical knowledge to fulfil the purpose of yourrole
7. Prioritise and be accountable for the planning and completion of the work assigned toyou
8. Build on your practical workexperience
9. Complete assignments for passing to Director or Associate withoutsupervision
10. Review junior Team Members’work
11. Follow the firm’s systems and processes and apply themeffectively.
12. Oversee a portfolio of personal taxclients
13. Assist with tax consultingprojects.
TEAM DEVELOPMENT
14. Supervise and support junior Team Members onassignments
BUILDING RELATIONSHIPS
15. Be confident at asking questions and raising queries with other TeamMembers
16. Discussandclearbasicquerieswithclients,asinstructedbytheSupervisor
17. Confidentlycommunicatewithclientstobuildrelationshipsandresolvequeriesasfaraspossible
COMMERCIAL AND ENTREPRENEURIAL
18. Is commercially focused, understands the business environment and changes likely to impact clients
AREAS OF RESPONSIBILITY FOR OTHER FUNCTIONS
ADMINISTRATION
19. Complete your timesheet in a timelymanner
20. Maintain your Outlook calendar and ensure it is fully up-to-date at alltimes
HR
21. Performance Management – Student Tax TeamMembers
- Provide feedback where appropriate or requested to doso
22. Performance Management -Self
- Take feedback on board or request feedback whereappropriate
23. Appraisals
- Complete appraisaldocumentation
- Attend AppraisalMeetings
- Complete Action Points arising from AppraisalMeeting
24. InformHRofanychangesinthepersonalinformationheldbythefirm
25. Utilise the firms IT systems to work efficiently andeffectively
26. Report issues arising to the ITteam
27. Attend IT training sessions arerequired
IT
LEARNING & DEVELOPMENT
28. Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives aremet
29. Ensure annual declarations are made to regulatorybody
30. Ensure CPD Record is completed on an annualbasis
MARKETING
31. Assist in marketing and promotional activities of the firm asrequested
PERSON SPECIFICATION
QUALIFICATIONS AND SKILLS
32. ATT/CTAqualified
33. Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfil the purpose of yourrole
34. Computer skills appropriate to yourrole
35. Verbal and written communication skills appropriate to yourrole
BEHAVIOURS
CORE VALUES
All Team Members are expected to demonstrate our values of Passionate, Personal and
Professional:
36. Understands the firm’s ethos of ‘passionate, personal and professional’ and uses this in your approach to work and clients, and follow the service standardsset.
37. A personal approach is applied to everything you do, internally and externally; ensuring you always consider the recipient of your communications andactions.
38. Always behaves professionally; demonstrates strong moral values; uses common sense and practical approach to overcome problems, applying sensitivity in difficult or tensesituations.
TECHNICAL
39. Applies technical competence acquired through gaining a professional qualification or through years ofexperience.
40. Refines skills, knowledge and expertise through continued technical and practicallearning.
TEAM DEVELOPMENT
41. Completes more complex tasks within timeframes undersupervision.
42. Participates actively in all formal learning and developmentopportunities.
43. Activelyadvises,coachesandmotivatesotherteammemberstomeetpersonalandteamtargets
BUILDING RELATIONSHIPS
44. Worksasaneffectiveteammember,sharinginformationandprovidingpeerswithassistance.
45. Works co-operatively in teams, sharing, gaining and gatheringinformation.
46. Demonstrates rapport with peers and confidently deals with team members andclients.
47. Able to deal with difficult interpersonalsituations.
LEADERSHIP
48. Meets performance expectations and acts as a role model for junior teammembers.
49. Demonstrates high energy andenthusiasm.
50. Actively pursues continuing learning anddevelopment.
51. Understands the firm’s vision and business strategy and your contribution tothem.
52. Understands the firm’s structure, the people and the services weprovide.
53. Demonstratesagenuineinterestintheclient’sbusinessandunderstandstheirindustry/sector.
Our client is offering a very compettive package, life assurance, yearly bonus, private parking
and clearly defined progression path.
01702 567 302