At TPF Recruitment, we are proud to represent a distinguished firm of chartered accountants based in Maidenhead. Our client, known for its exceptional service and commitment to building strong client relationships, is currently seeking a skilled individual to join their Personal Tax team in a pivotal role.
As a leading firm within the industry, our client is dedicated to fostering partnerships with a diverse range of clients, from entrepreneurs to multinational corporations. Together, they navigate the dynamic landscape of the business world, identifying opportunities and shaping a prosperous future.
As part of the personal tax team, the successful candidate will manage a portfolio of clients and oversee the work of junior team members. Reporting to the Tax Directors & Partners, the role involves managing and optimizing the performance of the personal tax department.
Key Responsibilities:
1. Manage client portfolios, ensuring their needs are met and maximizing revenue.
2. Oversee the production and review of personal tax returns for both own portfolio and junior members'.
3. Actively participate in tax advisory work relevant to skill level.
4. Plan, monitor, and review ad hoc tasks to ensure timely completion within set budgets.
5. Conduct consultancy work and attend client meetings as required.
6. Undertake ad hoc projects and research as necessary.
7. Allocate and review tasks, ensuring appropriate training for trainees.
8. Maintain up-to-date tax technical knowledge through continuous professional development.