Overview
Our Private Client Tax department are looking for a Tax Assistant to join their exciting and growing team.
Department: Private Client Tax
Location: St Albans
Compensation: £33,000 - £37,000 / year
Work pattern: Hybrid working (three days per week in the St Albans office and occasional day in the City office as needed).
Responsibilities
* Preparation and filing of tax returns.
* Dealing with a range of capital gains tax issues.
* Liaising with clients, banks and other third parties.
* Dealing with HMRC queries.
* Attending client meetings.
* Data gathering and preparing internal management statistics.
* Assisting with proposals.
* Proposing fees, raising client bills and regularly reviewing WIP.
* Undertaking research on behalf of Managers/Partners.
Skills, Knowledge and Expertise
Technical Expertise
* Already ATT qualified is desired but not essential
* Previous tax experience is essential.
* Understands & applies basic tax practice, risk management and quality control protocols while seeking guidance where appropriate.
* Prepares basic tax computations/returns.
* Competent in the use of tax software applications.
* Prepares basic written work on tax topics relevant to client assignments.
Enterprise
* Aware of the relationship between chargeable hours recorded, fees etc.
* Beginning awareness of budgets and able to analyse WIP on an ongoing basis.
Business Building
* Shows enthusiasm and represents the firm and its values.
* Identifies potential constructive recommendations for clients.
* Demonstrates a basic understanding of the client’s needs.
Client Relationships
* Recognises that good client relationships are critical to our business.
* Chooses appropriate mode of communication with client – face to face/phone/email/letter.
* Understands that clients are external and internal (other teams within the firm).
* Is punctual, diligent, enthusiastic, and dresses smartly (in line with MKS policy, subject to client preferences).
* Communicates clearly and accessibly - orally and in writing.
Delivery
* Takes responsibility for allocated assignments /tasks.
* Can take responsibility for their workload and work with the managers and above to assist with completion.
* Is confident and asks for assistance/advice in a timely manner.
Inter-personal skills
* Excellent communication skills, both written, verbal and presentation.
* Engages confidently with clients in a friendly and professional manner.
* A good team player recognising team objectives and goals and assisting others as required.
* Provides suggestions and ideas to try and improve operational issues.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Accounting/Auditing and Finance
Industries
* Accounting
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