Personal Tax Senior Manager (PT Hub Cardiff)

The Role

As a Private Client Tax Senior Manager, you oversee complex personal tax engagements, providing strategic advice on tax planning and compliance. You will manage key client relationships, mentor teams, and contribute to business development initiatives. Your role ensures technical excellence, client satisfaction, and supports the growth of the tax practice.

Core Skills

Client Focus

•  Demonstrates an understanding of client/customer needs not limited to service line
•  Demonstrates exceptional client service (both internal and external) and understands its importance to Azets as well as clients
•  Demonstrates the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seeks to offer support where appropriate
•  Is able to tailor services to match client requirements in regard to scope and deliverables, timing and cost of services provided
•  Understands client core priorities and challenges and is able to advise on ways that their internal process and procedures could be reviewed to assist in their achievement
•  Is able to confidently lead meetings with stakeholders
•  Maintains a regular in-person dialogue with clients as a primary point of contact and uses this to improve client service and identify sales opportunities. Technical Excellence
•  Takes the lead in ensuring team members possess the necessary skills, knowledge and behaviours required to deliver accurate, high quality work for our clients through identification of and input into development opportunities / training
•  Able to work collaboratively with other service lines on complex issues in order to reach a solution and takes the lead in communicating outcomes to clients
•  Proactively communicates news of a technical or topical development within Azets in their areas of specialism
•  Is aware of upcoming changes to applicable legislation / regulation affecting their service line and how this will affect Azets workflow, processes and the scope and approach to client service delivery. Commitment

 Volunteers to lead or execute tasks that help achievement of departmental or office business plan and strategic objectives

 Builds morale in the wider team creating a working environment which fosters a positive approach and feeling of achievement and inclusion

 Proactively and professionally puts forward considered views to drive change and improve processes for the better.

 Attention to Detail

 Responsible for quality and takes pride in it at both a team and personal level. Continuous focus on raising team standards to ensure output is of a high quality and well presented

 Gives meaningful and insightful feedback to all members of the team

 Acts quickly to resolve quality issues raised and seeks to analyse the cause of such issues to rectify. Attention to Detail

 Responsible for quality and takes pride in it at both a team and personal level. Continuous focus on raising team standards to ensure output is of a high quality and well presented

 Gives meaningful and insightful feedback to all members of the team

 Acts quickly to resolve quality issues raised and seeks to analyse the cause of such issues to rectify. Decision Making

 Ensures decisions and judgements are well informed by utilising all available data and information

 Shows understanding of the implications and consequences of decisions and judgements

 Can admit and own when they are wrong – responding to such situations in a positive and professional way

 Genuinely listens to others and is open to changing own mind

 Takes personal responsibility for following mandatory consulting processes in own service line and encourages compliance by others.

Key accountabilities

Efficiency

•  Role models and motivates others to work efficiently and to embrace new technologies and ways of working to achieve this
•  Encourages and empowers the ideas of team members on improving efficiency and champions these ideas as appropriate

 Is aware of team growth targets and understands their role in achieving these

 Demonstrates the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seeks to offer support where appropriate. Living Our Values

 New to Azets: Shows good understanding of our company values, and making good progress towards consistently demonstrating required behaviours

 Existing Colleague: Consistently ‘lives our values’ - demonstrates expected behaviours in line with our company values

Technical Skills

•  Proficient in reviewing final tax packs/transmittal letters for medium risk Private Tax clients
•  Proficient in preparing final tax packs/transmittal letters for higher risk Private Tax clients
•  Takes the lead on most technical work, other than the most complex, limiting director/partner input to higher risk matters
•  Builds and fosters a good team spirit by engaging directly with team members and taking responsibility for team building events e.g. social events and activities, as well as general team spirit
•  Arranges team meetings, providing agendas and sourcing matters for discussion
•  Promotes a culture within the team of keeping on top of legislative changes. Actively organises training sessions for the team and regularly shares guidance / training material around the team to help with this
•  Is in control of resource management, communicates regularly with other senior management as to team capacity. Also tries to ensure that the team are used according to their skillsets and work is carried out at the appropriate level
•  Is confident and actively building strong relationships with clients
•  Be seen as a leader in the department.
  
  

Qualifications

Holds a accountancy and/or tax qualification or qualified by experience (e.g. ATT/CTA/ACA/ACCA/CA).

Essential Experience

It is expected that the above core and technical skills will have been developed through study alongside work experience in an accountancy practice.

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