- Managing relationships and acting as the main point of contact for clients.
- Liaising with the client throughout the year, practising the principles of excellent client service at all times.
- Ensuring the clients' tax affairs comply with statutory requirements and managing compliance work efficiently.
- Identifying and advising on tax planning opportunities and undertaking specialist technical assignments as required.
- Managing assignments in accordance with the firm's standard procedures and confirming arrangements with the client, including likely costs, billing arrangements and ensuring the work meets targeted recovery.
- Researching and supporting the preparation of proposals for new work and taking part in formal presentations to prospective clients.
- Being actively involved in business development activities and client seminars, with effective follow up.
- Ensuring appropriate liaison takes place with all other departments and all potential client needs are identified and serviced accordingly.
- Developing a detailed knowledge of the firm's specialist services and undertaking special work in response to client needs where appropriate.
- Maintaining an advanced level of technical knowledge through appropriate reading and courses and fulfilling professional bodies' CPD requirements.
- Acting as a line manager for staff, including taking an active role in their development including "on the job" training where necessary and appraisals.
- Briefing junior staff on clients and pre-assignment instructions, as well as supervising and controlling the completion of work.
- Carrying out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department, or any Partner.
- Relevant qualification, ideally AAT, ATT, CTA, ACA and/or ACCA.
- Proven experience in client handling and project management.
- Proven tax experience in producing high quality work within budget.
- Tax experience from a practice background is essential.
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Tax Manager
3 weeks ago
RSM Lerwick, United Kingdom Full timeAbout the role · The purpose of the role is to manage a diverse portfolio of OMBs and personaltax clients, ensuring both excellent client service and identification offurther work opportunities. The role will involve mainly involve managing thedelivery of compliance whilst workin ...
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Flexible Static Security Officer
1 day ago
Kingdom Lerwick, United Kingdom**We have hours available for a Flexible temporary worker.** · **The Assignment is for a Security Guard working at the Port of Lerwick, ZE1 area.** · **Hours**:On average hours per week, Various shifts as per site requirements. Start and finish times will vary depending on the ar ...
Tax Manager - Lerwick, United Kingdom - RSM
Description
About the role
The purpose of the role is to manage a diverse portfolio of OMBs and personaltax clients, ensuring both excellent client service and identification offurther work opportunities. The role will involve mainly involve managing thedelivery of compliance whilst working on a variety of advisory projects. Inaddition, as a Personal Tax Manager you will play an active role in businessdevelopment opportunities, proposals and networking events, making acontribution towards the overall future development and success of the officeand firm.
About the ideal candidate
Youwill have solid personal or mixed tax experience and effective team leadership skills,with an interest in and/or aptitude for business development. Opportunities for progression are open forthe right candidate with excellent support for training and development needs.
Note: This job description reflects the presentrequirements of the role. As duties and responsibilities change, the jobdescription will be reviewed and will be subject to amendment in consultationwith the individual.
#LI-DM1Experienced hirePermanentLERWICKTax