Private Client Tax Senior
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Tax Senior/Assistant Manager
Within Private Client Trust and Probate Team
Based in Ipswich
Working hours Flexible
Starting from £30,000
This role is graded at Level 5 within our job grading framework.
Main Purpose of the role:
We are seeking an enthusiastic and driven Tax Senior or Assistant Manager to work as part of the Private Client, Trust and Probate Team. Actively contributing to the growth of team, seeking to continually exceeding client expectations whilst, managing a portfolio of personal tax and/or trust clients and giving tax planning advice. Your role involves drafting Self-Assessment tax returns, reviewing the returns prepared by colleagues and providing proactive tax planning advice to clients. You will be keen to provide a hands on compliance role that exceeds client expectations and support your Partner/Manager team on advisory projects.
Main Responsibilities:
General
• Manage a large portfolio with varied complexities or focus on the delivery of tax advisory projects, dealing with clients directly, and working independently and under own direction.
• Day to day responsibility for management tasks, resulting in efficient working practices across the department.
• Involvement in the recruitment and development of assistants for the team.
• Embrace the firm’s vision, mission and values and translate these into day-to-day actions to lead and develop others.
Business development
• Maintain up-to-date understanding of clients affairs
• Maintain good working relationships with clients
• Deal with new client referrals
• Awareness of the wide range of Larking Gowen services and ability to spot opportunities to potentially sell those services.
• Active involvement in office marketing events, when appropriate, acting as an ‘ambassador’ of the firm.
Task management
• Proven ability to effectively manage a portfolio of clients.
• Ensure the firm carries out its professional duties properly.
• Consistently achieve deadlines and understand the commercial implications of actions relating to productivity, recoverability, fee income and client service.
• Identify and implement opportunities to change processes within the department to drive efficiencies and enhance client experience. Understanding and utilising the benefits of technology.
Training
• Attend training courses as identified in order to develop both technical and personal skills and keep records for compliance purposes.
Other Responsibilities:
• Adheres to the firm’s risk management policies and procedures.
• Undertakes other duties to meet the demands of the business.
Personal Specification:
Education and qualifications
Essential:
• Professional qualification (ATT/CTA)
Experience
Essential:
• Significant post-qualified experience within practice
• Proven ability to manage a portfolio
• Experience of coaching or mentoring colleagues
• Proven ability to adapt quickly to changing deadlines and priorities.
Desirable:
• Ability to service and advise clients in a pro-active manner.
Personal Attributes
• Strong organisation skills.
• Ability to network and develop contacts.
• Excellent communication skills (written and oral).
• Be proactive in identifying practical solutions to internal and client issues.
• Be able to operate at a high level of confidentiality.
• Have a “can do” approach.
• Innovative and able to use own initiative.
• Deliver excellent client service at all times.