Undertake technical support and research in delivering tax services as directed to meet client needs liaising with relevant Consultant/Partner
Prepare personal tax returns for review by Consultant/Partner
Assist with basic tax planning, projects, compliance matters and deal with client queries. Draft correspondence to clients for review by Consultant/Partner
Obtain an understanding of the principles of residency, ordinary residency and domicile, capital gains tax, inheritance tax and understand the taxation of death estates and trusts
Take responsibility for the delivery of the complete tax computation and return for typical straight forward companies ready for review by a Consultant/Partner
Take responsibility for compliance administration and quarterly and year end processes
Prepare tax credit calculations under strict time limits
Work in collaboration with the team to share knowledge and ideas to assist in the communication and achievement of team goals
Start to develop profile and build knowledge in a specific area of technical expertise, i.e. Creative Industries
Begin to build a network of professional contacts in industry
Assist with marketing initiatives and build knowledge and awareness of all aspects of the firm’s service to help identify opportunities to up sell and cross sell services to clients
Support marketing and business development initiatives
Engage positively with the business and advocate the firm’s values
Take responsibility for own personal and professional behaviour
Actively progress own learning and development
Act with honesty and integrity in all dealings with clients, contacts and colleagues whilst respecting confidentiality and building trust
Technical, training and skill levels
Part qualified or willing to study ATT/ACA/ACCA
Appropriate experience within relevant tax discipline at this level
Able to compute figures rapidly and accurately and analyse and interpret financial data
Develop good technical and compliance knowledge and skills and develop an area of expertise with support
Maintain professional scepticism
Start to understand and identify business risk
Effective use of business tools and IT
Excellent communication skills (oral and written)
Good planning, time management and organisational skills
Effective team player
Build relationships with peers internally and externally
Understand other client facing service areas: audit, theatre division, business services, payroll
Excellent client liaison skills
Demonstrate awareness of relevant financial targets and constraints
Seek innovative solutions with ‘out of the box’ thinking to deliver excellent client service
Generate and implement new ideas to progress the business
Start to develop specialist expertise relevant to servicing client portfolio
Build business acumen
Develop good networking and rapport building skills
Start to support Marketing and business development activities
Engage positively with the business
Additional Duties
Any other ad-hoc duties relevant to the demands of the role
