PERSONAL TAXATION SENIOR/ASSISTANT MANAGER

We are recruiting for the following position across all of our five offices.

Type: Full Time/Permanent

Location: Darlington/Middlesbrough/Durham/York/Newcastle

Who we are:

Clive Owen LLP is one of the largest independent firms in the North. With integrity and excellence at our core, our innovative use of technology and operations allows us to provide first-class service to our clients.

Role Summary:

Reporting to a Tax Director or Partner, you will be involved in the delivery of tax compliance and advisory services for a portfolio of some of the most wealthy and exciting individuals and entrepreneurs across our region. The delivery of your work will be supplemented using cutting-edge technology to enhance efficiencies and client delivery.

Main Tasks and Responsibilities:

• Review and prepare income tax and partnership tax returns and P11Ds from a variety of systems including CCH, Iris and Taxshield and providing feedback as appropriate.
• Review work of and aid development of Taxation Associates, Senior Associates and Seniors.
• Research more complex tax planning issues and assist Tax Director or Partner with drafting tax advisory reports.
• Deal with more complex cases around remuneration planning and capital gains tax, liaising with the client as appropriate with support from tax partners and directors.
• Act as a point of contact for clients for ad hoc queries.
• Attend client and external events where appropriate.
• Attend clients’ sites or homes where required.
• Provide training, guidance, and support to members of the team as required.
• Undertake relevant CPD to maintain technical knowledge.
• Make suggestions for updating and improving the department and the firm’s systems and processes.

The above list of duties is not exhaustive, and the post holder will be required to undertake such tasks as may reasonably be expected within the scope and grading of the role.

Person Specification:

• Fully ACA or CTA qualified.
• Relevant tax experience gained within practice.
• Experience of using tax preparation software.
• Excellent written and verbal communication skills and be confident speaking to clients face to face, over the telephone and by email.
• Excellent IT skills, including working knowledge of Excel.
• The ability to check work for accuracy and have good attention to detail.
• The ability to judge differing situations and respond accordingly.
• Demonstrate initiative to solve problems.
• Flexible and proactive in managing multiple priorities.
• Proven experience of delivering excellent client service.
• Experience of developing and managing a team.
• Experience of personal tax planning and residency.
• Experience in inheritance tax and trust advisory.
• Leading and Supervising – provides clear direction and sets appropriate standards of behaviour, motivates, and empowers others and delegates work appropriately and fairly.
• Working with People – demonstrates an interest in and understanding of others, adapts to the team and builds team spirit and listens, consults and communicates proactively.
• Presenting and Communicating – provides written and verbal information clearly and confidently to the relevant audience.
• Applying Expertise and Technology – applies specialist and detailed technical knowledge, uses technology to achieve work objectives and shares expertise and knowledge with others.
• Analysing – ability to analyse and evaluate information to make rational judgements and produce workable solutions.
• Planning and Organising – identifies priorities and develops specific goals and plans to accomplish objectives and meet deadlines required and manages time effectively.
• Delivering Results and Meeting Client Expectations – focuses on client needs and satisfaction, sets high standards for quality and works in a systematic and methodical way.
• Facing Challenges – works productively to meet competing priorities, maintains positive outlook at work and implements personal improvements as required.