Tax Assistant Manager
Maidenhead
Permanent, Full-Time
Your new role:
This is an exciting opportunity to join our growing tax team, where you'll manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact.You'll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.
Duties & key responsibilities:
Client
Manages a portfolio of personal tax clients: Self-Assessment and MTD for IT.
* Supports the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
* Takes responsibility for good relationship management of clients, predominately over the telephone, email, on online meetings and where appropriate in face to face contact.
* Builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved.
* Provides general support to clients in the provision of tax returns and general compliance.
Tax delivery
Reviews and manages the personal tax compliance (Self-Assessment and MTD for IT) process for portfolio clients.
* For more complex clients, prepares and finalises accurate and timely tax return work ready for review.
* Liaises with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.
* Uses and understands legislation and practice appropriately to aid in relevant areas of work.
* Spots planning opportunities (tax advisory and Wealth Management) and takes responsibility for escalating this to develop new business and cross selling opportunities.
Client take-on / risk management
* Has an awareness of the firm's risk management procedure and adheres to this.
* Mitigates risks by involving senior people, ensuring appropriate advice is sought (where required).* Has a solid understanding of professional standards, ethics and risk management protocols.Technical competence
* Ensure professional knowledge is technically up to date to undertake relevant area of work, and continues professional development.People
* Is an approachable and respected member of the team who takes a proactive interest in the team's performance and well-being
* Can coach processors in the accurate and timely completion of personal tax compliance work.
Operations and results
* Monitors own time incurred and undertakes analysis as directed.
Takes responsibility for invoicing portfolio and associated work, keeping accurate records.
* Complete time sheets accurately and on a timely basis.
* Meets own financial targets set.
Skills & abilities:
* Strong attention to detail with a "can-do" attitude
* Excellent verbal and written communication skills
* Strong organisational skills and ability to manage deadlines and prioritise workload
* Ability to work both independently and as part of a team
* Confident and proactive approach
* Comfortable working in a paperless, technology-driven environment
Knowledge & experience:
* Qualified ATT and/or CTA - minimum 5 years relevant tax experience
* No ATT Qualification - minimum 7 years relevant tax experience
Personal attributes:
* Enthusiastic and hardworking
* Client-focused with the ability to build strong professional relationships
* Proactive and commercially aware
* Committed to continuous professional development
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