- Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
- Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
- Identifying possible planning possibilities
- Preparing reports for clients
- Attendance at client meetings
- Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
- Planning and Organising - Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
- Written and Oral communication
- Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
- Must have good inter-personal skills to be able to liaise with clients and other staff members.
- Customer Focus - Meeting deadlines and responding to client needs.
- Team work - Provide link in chain to supervise staff members below and support Directors above.
- Maintain Technical Expertise
- ACA/ CTA or equivalent qualification.
- Experience gained within a professional services firm.
- Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Private Client Tax Assistant Manager - Salisbury, United Kingdom - Evelyn Partners
Description
Job DescriptionWhat will you be doing?
We're seeking a talented team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance work for a wide ranging portfolio of clients.
As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.
As an Assistant Manger, your responsibilities will include among others
Key Competencies:
Education and Qualifications:
Experience and Skills:
As a colleague here at Evelyn Partners, you will have access to benefits that include:
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.