Private Client Tax Associate

Private Client Tax Associate We are searching for an experienced Private Client Tax Associate 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 provide a full and personal tax compliance service as required by the circumstances of each client, identifying opportunities to add value to the client or improve client service. To project manage assignments to an agreed timescale and budget. Preparation of complex personal tax returns. To assist the Tax Manager with tax advisory work. To maintain an awareness of the firm’s specialist services and publications. To delegate to more junior colleagues. To provide adequate briefing, supervision and training for junior staff. To effectively manage own and team time. Responsible for assignment related communication within the team, with clients and senior colleagues. To review work completed by junior staff for adequacy and completeness, and to provide constructive feedback in a timely manner. 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. Attend staff meetings and training as required. 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. To ensure tax quality at all times by adhering to the firm’s quality standards. Personal and professional qualities The role ideally requires: ATT qualification Graduate with a minimum 2:1 degree Work experience gained in a Personal Tax department within a professional practice environment. Proven experience in client handling and managing a busy portfolio. Proven experience within an advisory role (in addition to compliance work). Experience of a client or customer facing environment would be advantageous. Experience of using Digita software system. Experience in or exposure to business development within a Personal Tax context. Experienced hire Permanent SWINDON Private Client Tax