Location – Bristol, UK
Many individuals seek help with their taxes whether it is due to lack of time, the complexity of the annual tax return process or to find tax efficient strategies. Whatever the reason, Our client can help individuals from all walks of life with all the tax issues they may face. They can deal with compliance obligations and reporting requirements while also offering high level planning advice on a domestic and international level.
The role
As an Assistant Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Key responsibilities
Client compliance work
- Delivering high quality service to clients
- Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
- Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
- Ensuring all beneficial elections and claims are made
Client planning work
- Identifying possible planning possibilities
- Preparing reports for clients
- Attendance at client meetings
- Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
Yearly routine checks and compliance
- Ensuring the firm’s procedures on annual tax cycle are complied with
- Collating and maintaining client information
- Client billing and time analysis
Training and development
- Attend internal training sessions
Assisting other staff members
- Provide support to other staff members and partners on chargeable and non-chargeable work when required
Practice Development
- Involved in business development activities/profile raising locally
- Able to take advantage of marketing/PR opportunities
Skills and attributes
- Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
- Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
- Must have good inter-personal skills to be able to liaise with clients and other staff members.
- Meeting deadlines and responding to client needs.
- Provide link in chain to supervise staff members below and support Directors above.
- Maintain Technical Expertise
- ACA/ CTA or equivalent qualification.
- Experience gained within a professional services firm.
- Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
AVTRPC0062