- Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard.
- Taking on new clients via the firm's website, email and phone enquiries, as well as through marketing initiatives.
- Preparation of high value clients' / complex self-assessment tax returns and related tax calculations for individuals and partnerships using the firm's software (CCH)
- Review of non-complex self-assessment tax returns and related tax calculations for individuals and partnerships prepared by junior members of staff.
- Ensuring all digital tax compliance and permanent files are prepared with the firm's guidance and kept up to date.
- Provide support on planning projects and researching technical issues on tax advisory work. Drafting clear, concise and accurate advisory letters for review by a senior member of staff.
- Training of junior staff and liaising with their line manager (as appropriate) including completing relevant feedback forms.
CandidateCriteria- Relevant professional qualification (CTA, STEP, ACA, ACCA)
- Highly experienced in providing tax advice in a Private Practice environment
- Experience of working with a portfolio of Private Client tax clients is essential
- Experience of training/supervising junior members, checking work where necessary is highly desirable
- Great communication skills with the ability to work well on own initiative as well as part of a team
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email
Service Care Solutions also offers a £250 referral bonus So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
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Tax Assistant Manager - Suffolk, United Kingdom - Service Care Solutions - Legal
Description
Tax Assistant ManagerLocation:
Bury St Edmunds Contract: Permanent
Salary:
£35,000 - £45,000 per annum Start Date: Flexible *Hybrid Working* Contact:
Job DescriptionService Care Solutions are currently recruiting for a Tax Assistant Manager on behalf of an established Chartered Accountancy based in Bury St Edmunds to join the team on a permanent basis. The role will involve a varied portfolio of clients who are based in East Anglia, the home counties, London and internationally and will predominantly relate to the private client and owner managed business sector. There may also be the opportunity to undertake trust and residence and domicile work.
Main
Responsibilities: