Job Specification
Assistant Tax Manager
Name: Effective from:
Department: Tax
Job Title: Assistant Tax Manager
Reports To: Senior Tax Manager Partner
Direct Reports:
Hours / Days: Monday - Friday 37.5 hours per week (will consider 30 hours per week)
Job Summary
To assist the Tax Partner, Private Client team and partners in the provision of high quality compliance services, and advisory services, for a range of private clients including high net worth individuals, non‑resident individuals and Trustees.
ATT qualified with 2 years post qualification experience or qualified by experience.
Hold or studying towards the CTA qualification an advantage, but not essential
Key Activities
1. Tax
* Prepare/review draft Self Assessment tax returns including capital gains computations and preparation of schedules of income from property.
* Review and monitor the progress of tax return preparation, completion and payment of tax through the tax cycle.
* Present the returns and related services to clients with appropriate explanations.
* Draft tax planning advice where appropriate with support.
* Provide technical assistance to non-tax staff.
* Draft tax planning advice where appropriate, with any support required.
* Complete ad‑hoc advisory work as required, for higher level review.
* Review of IHT forms prepared.
2. Client Management and Business Development
* Responsible for the management of own portfolio of clients.
* Manage and develop client relationships, including regular client contact by telephone, meetings and electronically.
* Identify opportunities for additional services.
* Awareness of business development including representing the Firm at networking events.
* Liaise directly with business owners and accounts staff.
* Build and maintain strong relationships with clients.
* Bill clients
* Actively market the firm to new clients and identify potential clients where the opportunity arises.
3. Staff
* Provide technical assistance to non-tax staff.
* Delegate tasks effectively.
* Review work of junior staff, ensuring quality in compliance with professional standards / requirements.
* Ensure board decisions on staff (including any you directly line manage) are promptly, efficiently and effectively implemented, including communicated back to appropriate Managers, Senior Managers, Associates and Partners, as required.
* Ensure staff motivation and loyalty is maintained to minimise staff turnover.
* Ensure effective communication systems between management and staff are established and disseminated to all staff in the company to ensure coherence and a team spirit.
* Conduct annual appraisals and quarterly reviews for all direct reports.
* Monitor and encourage improvements towards standards of work via guidance, coaching and mentoring.
* Encourage / foster a culture of continuous improvement.
4. General
* Undertake general administration tasks.
* Effectively communicate with colleagues within the organisation to promote teamwork across the group and assist in the development of internal relationships.
* Identify and meet personal job‑related training as required.
* Provide assistance in terms of general and specific support to Partners and managers as required.
* Undertake other reasonable work activities as determined by the Partners and managers.
* Undertake appropriate training to ensure CPD criteria is met.
* Attend tax user group meetings, if required.
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