Description
Our Private Client Tax department are looking for a Tax Assistant to join their exciting and growing team.
We are looking for someone to assist with all routine personal tax compliance and ad hoc advisory work. The role requires you to support senior colleagues with their client portfolios.
This role follows a hybrid working pattern, with a combination of in-office and remote work. It typically requires three days per week in the St Albans office and an occasional day in the City office as needed.
Key Responsibilities
- Preparation and filing of tax returns.
- Dealing with a range of capital gains tax issues.
- Liaising with clients, banks and other third parties.
- Dealing with HMRC queries.
- Attending client meetings.
- Data gathering and preparing internal management statistics.
- Assisting with proposals.
- Proposing fees, raising client bills and regularly reviewing WIP.
- Undertaking research on behalf of Managers/Partners.
Skills, Knowledge and Expertise
Technical Expertise:
- Already ATT qualified is desired but not essential
- Previous tax experience is essential.
- Understands & applies basic tax practice, risk management and quality control protocols while seeking guidance where appropriate.
- Prepares basic tax computations/returns.
- Competent in the use of tax software applications.
- Prepares basic written work on tax topics relevant to client assignments.
Enterprise:
- Aware of the relationship between chargeable hours recorded, fees etc.
- Beginning awareness of budgets and able to analyse WIP on an ongoing basis.
Business Building
- Shows enthusiasm and represents the firm and its values.
- Identifies potential constructive recommendations for clients.
- Demonstrates a basic understanding of the client’s needs.
Client Relationships
- Recognises that good client relationships are critical to our business.
- Chooses appropriate mode of communication with client – face to face/phone/email/letter.
- Understands that clients are external and internal (other teams within the firm).
- Is punctual, diligent, enthusiastic, and dresses smartly (in line with MKS policy, subject to client preferences).
- Communicates clearly and accessibly - orally and in writing.
Delivery
- Takes responsibility for allocated assignments /tasks.
- Can take responsibility for their workload and work with the managers and above to assist with completion.
- Is confident and asks for assistance/advice in a timely manner.
Inter-personal skills
- Excellent communication skills, both written, verbal and presentation.
- Engages confidently with clients in a friendly and professional manner.
- A good team player recognising team objectives and goals and assisting others as required.
- Provides suggestions and ideas to try and improve operational issues.