Mixed Tax Assistant Manager

Key Responsibilities

• Assist in undertaking technical support and research in delivering tax services to a portfolio of clients and provide technical resource to meet client needs liaising with relevant Partner


• Prepare complex personal tax returns


• Effectively delegate work to assistants and trainees, review the same and provide constructive feedback


• Assist in undertaking tax planning, projects, compliance matters and deal with client queries. Prepares correspondence to clients and liaise with Partners


• Apply technical knowledge in the 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 computations and returns for more advanced jobs and be able to deal with all aspects of tax accounting


• Be able to deal with the tax issues affecting owners of companies including how to efficiently extract cash from the company and business assets disposal relief, setting up and closing down companies, regroup aspects including transfer process, group rebates etc


• Work in collaboration with the team to share knowledge and ideas to assist in the communication and achievement of team goals. Coach and develop others to build their knowledge of tax


• Engage positively with the business and advocate the firm’s values


• Take responsibility for own personal and professional behaviour and development to progress learning and career progression


• Act with honesty, fairness and integrity in all dealings with clients, contacts and team members whilst respecting confidentiality and building trust

General 

• Take ownership of work/assignments/portfolio


• Take responsibility for following the firm's procedures


• Meet all targets set by the firm


• Follow firm's procedures on billing and recoveries


• Maintain client confidentiality out of the office, including on client premises

Technical, Training and Skills Levels 

• Professionally qualified – ATT and CTA qualified (or part CTA qualified)


• Appropriate experience within relevant tax discipline at this level (5-7 years)


• Develop good technical and compliance knowledge and skills and develop an area of expertise with support


• Maintain professional scepticism


• Understand and identify business risk


• Effective use of business tools


• Develop coaching, and mentoring skills


• Excellent communication skills


• Build relationships with peers internally and externally


• Understand other client facing service areas: audit, theatre division, business services, payroll


• Excellent client handling and relationship skills


• 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


• Develop specialist expertise relevant to servicing client portfolio


• Strong business acumen


• Develop good networking and rapport building skills


• Marketing and business development skills


• Demonstrate effective management and leadership style that inspires others

Benefits

• 35 days annual leave (including bank holidays)


• 1 additional family day


• Flexible working


• Team socials


• Cycle to work scheme


• NLP+ discounts


• EAP scheme (including 8 free 24/7 counselling session per year)


• Relaxed dress code


• NLP football 5-a-side


• Christmas office closure


• Virtual GP service


• Annual flu and covid jab


• Optical care