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RSM UK
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Preston, Lancashire
Private Client Tax Assistant
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Job Type: Full-time |
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Overview
Overall\nPurpose To provide management of each assignment in an\nefficient and effective manner, and to help ensure that clients receive a\nquality service in all aspects. Responsibilities 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 Preparation of personal tax returns To maintain an awareness of the firm’s specialist services and publications 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 If studying, achieve passes in the professional exams at first attempt 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 \n