JOB RESPONSIBILITIES
* To apply the relevant technical skills and work as part of the Tax team by carrying out tasks assigned to you.
* To take responsibility for individual assignments, ensuring effective and timely delivery and that the quality of service meets the firm’s aims.
* Oversee a portfolio of personal tax clients.
* Assist with tax consulting projects.
REPORTS TO
* You will report to Directors, Associates, Managers, and Client Managers.
MAIN AREAS OF RESPONSIBILITY
TECHNICAL
* Apply practical experience and technical knowledge to fulfill the purpose of your role.
* Prioritize and be accountable for the planning and completion of the work assigned to you.
* Build on your practical work experience.
* Complete assignments for passing to Director or Associate without supervision.
* Review junior Team Members’ work.
* Follow the firm’s systems and processes and apply them effectively.
* Oversee a portfolio of personal tax clients.
* Assist with tax consulting projects.
TEAM DEVELOPMENT
* Supervise and support junior Team Members on assignments.
BUILDING RELATIONSHIPS
* Be confident at asking questions and raising queries with other Team Members.
* Discuss and clear basic queries with clients, as instructed by the Supervisor.
* Confidently communicate with clients to build relationships and resolve queries as far as possible.
COMMERCIAL AND ENTREPRENEURIAL
* Is commercially focused, understands the business environment and changes likely to impact clients.
AREAS OF RESPONSIBILITY FOR OTHER FUNCTIONS
ADMINISTRATION
* Complete your timesheet in a timely manner.
* Maintain your Outlook calendar and ensure it is fully up-to-date at all times.
HR
* Performance Management – Student Tax Team Members: Provide feedback where appropriate or requested to do so.
* Performance Management - Self: Take feedback on board or request feedback where appropriate.
* Attend Appraisal Meetings.
* Complete Action Points arising from Appraisal Meeting.
IT
* Utilize the firm's IT systems to work efficiently and effectively.
* Report issues arising to the IT team.
* Attend IT training sessions as required.
LEARNING & DEVELOPMENT
* Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives are met.
* Ensure annual declarations are made to the regulatory body.
* Ensure CPD Record is completed on an annual basis.
MARKETING
* Assist in marketing and promotional activities of the firm as requested.
PERSON SPECIFICATION
QUALIFICATIONS AND SKILLS
* ATT/CTA qualified.
* Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfill the purpose of your role.
* Computer skills appropriate to your role.
* Verbal and written communication skills appropriate to your role.
BEHAVIOURS
CORE VALUES
* Understands the firm’s ethos of ‘passionate, personal and professional’ and uses this in your approach to work and clients, and follows the service standards set.
* A personal approach is applied to everything you do, ensuring you always consider the recipient of your communications and actions.
* Always behaves professionally; demonstrates strong moral values; uses common sense and practical approaches to overcome problems, applying sensitivity in difficult or tense situations.
TECHNICAL
* Applies technical competence acquired through gaining a professional qualification or through years of experience.
* Refines skills, knowledge, and expertise through continued technical and practical learning.
TEAM DEVELOPMENT
* Completes more complex tasks within timeframes under supervision.
* Participates actively in all formal learning and development opportunities.
BUILDING RELATIONSHIPS
* Works as an effective team member, sharing information and providing peers with assistance.
* Works cooperatively in teams, sharing, gaining, and gathering information.
* Demonstrates rapport with peers and confidently deals with team members and clients.
* Able to deal with difficult interpersonal situations.
LEADERSHIP
* Meets performance expectations and acts as a role model for junior team members.
* Actively pursues continuing learning and development.
* Understands the firm’s vision and business strategy and your contribution to them.
* Understands the firm’s structure, the people, and the services we provide.
* Demonstrates a genuine interest in the client’s business and understands their industry/sector.
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