Tax Assistant Manager

Tax Assistant Manager

Maidenhead
Permanent, Full-Time

Your new role:

This is an exciting opportunity to join our growing tax team, where you'll manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact.You'll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.

Duties & key responsibilities:

Client

Manages a portfolio of personal tax clients: Self-Assessment and MTD for IT.
Supports the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
Takes responsibility for good relationship management of clients, predominately over the telephone, email, on online meetings and where appropriate in face to face contact.
Builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved.
Provides general support to clients in the provision of tax returns and general compliance.

Tax delivery

Reviews and manages the personal tax compliance (Self-Assessment and MTD for IT) process for portfolio clients.
For more complex clients, prepares and finalises accurate and timely tax return work ready for review.
Liaises with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.
Uses and understands legislation and practice appropriately to aid in relevant areas of work.
Spots planning opportunities (tax advisory and Wealth Management) and takes responsibility for escalating this to develop new business and cross selling opportunities.

Client take-on / risk management

Has an awareness of the firm's risk management procedure and adheres to this.
Mitigates risks by involving senior people, ensuring appropriate advice is sought (where required). Has a solid understanding of professional standards, ethics and risk management protocols.Technical competence
Ensure professional knowledge is technically up to date to undertake relevant area of work, and continues professional development.People
Is an approachable and respected member of the team who takes a proactive interest in the team's performance and well-being
Can coach processors in the accurate and timely completion of personal tax compliance work.

Operations and results

Monitors own time incurred and undertakes analysis as directed.
Takes responsibility for invoicing portfolio and associated work, keeping accurate records.
Complete time sheets accurately and on a timely basis.
Meets own financial targets set.

Skills & abilities:

Strong attention to detail with a "can-do" attitude
Excellent verbal and written communication skills
Strong organisational skills and ability to manage deadlines and prioritise workload
Ability to work both independently and as part of a team
Confident and proactive approach
Comfortable working in a paperless, technology-driven environment

Knowledge & experience:

Qualified ATT and/or CTA - minimum 5 years relevant tax experience
No ATT Qualification - minimum 7 years relevant tax experience

Personal attributes:

Enthusiastic and hardworking
Client-focused with the ability to build strong professional relationships
Proactive and commercially aware
Committed to continuous professional development

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