Product Features
Blog
Contact Us
Sign In
RSM UK
,
Preston, Lancashire
Private Client Tax Associate
|
|
Job Type: Full-time |
|---|
Overview
Overall job purpose To provide management of a portfolio of clients with complex tax affairs, including high net worth individuals, sole traders and non UK domiciled individuals, ensuring a high level of client service including identifying and advising on tax planning opportunities. To deal with client relationships in an efficient and effective manner and to help ensure that clients receive a quality service in all aspects. The role requires experience in the provision of advisory services and the ability to work with senior and junior staff on a range of advisory projects, technical assignments and proposals. The role would also involve some business development. Responsibilities To act as day-to-day point of contact for the client, and to practice the principles of excellent client service at all times. To ensure that the assignment is undertaken in accordance with the pre-assignment instructions, and to carry out complex aspects of the assignment efficiently, thoroughly and in accordance with the firm’s procedures. To ensure tax quality at all times by adhering to the firms quality standards. To provide a full and personal tax compliance service as required by the circumstances of each client. Correspondence with clients, HM Revenue & Customs and third parties. Liaising with clients by phone, post, email and in person. First review of personal tax returns, and preparation of more complex aspects of personal tax returns. Working with partners/directors on one-off technical assignments for new and existing clients. To provide adequate briefing, supervision and training for junior staff. To review work completed by junior staff for adequacy and completeness, and to undertake job appraisal interviews. To assist in student recruitment, training and marketing activities as required. To develop and maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil the professional bodies’ CPE requirements. To record time spent on each client’s affairs using relevant computer software. If studying, achieve passes in all exams within the time parameters given. Attend staff meetings and training as required. Involvement in business development activities, attending seminars and networking activities. Maintain an awareness and observation of Health and Safety issues within the Firm, and report any concerns to the Health and Safety Representative. Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Partner. Personal, professional and behavioural qualities.