RESPONSIBILITIES
* To apply the relevant technical skills and to work as part of the Tax team by applying those technical skills and by carrying out tasks assigned to you.
* To take responsibility for individual assignments, ensuring the effective and timely delivery and 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 fulfil the purpose of your role
* Prioritise and be accountable for 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
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
* Utilise 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, these objectives are met
* Ensure annual declarations are made to 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 fulfil the purpose of your role
* Computer skills appropriate to your role
* Verbal and written communication skills appropriate to your role
BEHAVIOURS
CORE VALUES
All Team Members are expected to demonstrate our values of Passionate, Personal and Professional.
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 co-operatively 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.
Our client is offering a very competitive package, life assurance, yearly bonus, private parking
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