Tax Assistant supporting personal tax compliance and advisory work in Private Client Tax department. Collaborating with senior colleagues while using hybrid work model.
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.
Proposing fees, raising client bills and regularly reviewing WIP against agreed budgets.
Undertaking research for the management team and Partners.
Requirements
Partially or fully ATT qualified.
Previous private client 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.
Aware of the relationship between chargeable hours recorded and fees, good awareness of budgets and monitors WIP on an ongoing basis.
Shows enthusiasm and represents the firm and its values.
Identifies potential constructive recommendations for clients.
Demonstrates a basic understanding of the client’s needs.
Recognises that good client relationships are critical to our business.
Chooses appropriate mode of communication with client – e.g. phone vs email.
Understands that client relationships can be external and internal (other teams within the firm).
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