Provide both personal tax compliance and advisory services to individuals through managing a portfolio and supporting the team.
Outcomes of the Role
* Manage a portfolio of personal tax compliance.
* Support the Tax Director in providing UK income tax, capital gains tax, inheritance tax, residence and domicile advice.
* Be able to recognise and advise on planning points for clients that may arise as a result of tax return reviews or other correspondence.
* Work successfully with the team to ensure that deadlines and client expectations are met.
* Work well as part of a team and delegate effectively to more junior team members.
* Support the wider team from a coaching, mentoring and learning perspective.
* Strong WIP management, including managing client expectations, recoverability, proposing fees, invoicing and collecting cash on a timely basis.
* Strong risk management skills, including in relation to client acceptance and engagement.
* Keep up-to-date with technical and market developments.
Knowledge, Skills and Experience
* Strong personal tax technical skills.
* Strong understanding of risk management, including in relation to client acceptance and engagement.
* Excellent communicator, both written and verbal.
* Able to self-manage, self-motivate and self-direct.
* Positive outlook and able to deal with adversity.
* An understanding of trusts and estates.
* Strong financial management skills.
* Seeks networking and business development opportunities.
* Proven track record of delivering personal tax compliance and advisory services.
* Experienced with working as part of a team on client relationships, projects and people management.
* Experienced with risk management, including in relation to client acceptance and engagement.
* Manages WIP, billing and debtors on client portfolio.
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