Tax Assistant Manager/ Manager

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.