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The Role
As a Private Client Tax Senior you manage the preparation and review of personal tax returns, ensuring compliance with UK tax laws. You will handle complex tax matters, provide tailored advice to clients, and support junior staff. Your role ensures accurate reporting, effective tax planning, and excellent client service.
Core Skills
Client Focus
- Set budgets and monitor them against ongoing job progress and report results to manager, communicate overruns/additional services taking corrective action when appropriate and necessary
- Manage flexible working of self and assistants based around client needs and business deadlines
- Demonstrate ability to secure opportunities for Azets to add value to clients
- Take pride in getting the job done fully and well
- Is able to deal with challenging client feedback.
Technical Excellence
- Provides support, guidance and training to all team members and highlight areas of weakness through timely feedback
- Has strong sector knowledge, however is aware of when to escalate more complex technical queries.
Commitment
- Takes responsibility for the workflow planning of the team
- Proactively seeks out new opportunities to develop their skills and experience away from purely operational tasks
- Takes responsibility for achieving goals and targets
- Can keep track and manage several tasks simultaneously.
Living Our Values
- Shows good understanding of our company values, and making good progress towards consistently demonstrating required behaviours.
Technical Skills
- Preparation of Personal tax returns for Personal Tax clients for review by a Manager, with minimal adjustments being required
- Review Personal tax returns for Clients prepared by Assistants
- Delegate processing work on client base to junior staff member and review their work
- Preparation of technical advice on core elements of the Private Client tax affairs process, either for presentation to Managers as part of the review process and/or to be provided to clients
- Assisting with technical research and advice in respect of advisory projects (for example relief Claims, Capital Gains work)
- Understanding of Tax codes and Regulations and key deadlines to ensure work is undertaken in a timely manner
- Telephone calls with HMRC in respect of advanced queries (examples include tax calculation adjustments, enquiries)
- Provide daily guidance and help to junior members of staff
- Begin to develop the ability to lead internal projects (example, file reviews).
Qualifications
Studying towards or already achieved an 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.
