TAX SENIOR in Southend-on-Sea

PURPOSE OF ROLE

To apply the relevant technical skills and to work as part of the Tax team by applying those technical skills and by carrying out tasks assigned to you. To take responsibility for individual assignments, ensuring the effective and timely delivery and the quality of service meets the firm’s aims. Oversee a portfolio of personal tax clients. Assist with tax consulting projects.

REPORTS TO

You will report to Directors, Associates, Managers and Client Managers.

MAIN AREAS OF RESPONSIBILITY

• TECHNICAL

• Apply practical experience and technical knowledge to fulfil the purpose of your role.
• Prioritise and be accountable for the planning and completion of the work assigned to you.
• Build on your practical work experience.
• Complete assignments for passing to Director or Associate without supervision.
• Review junior Team Members’ work.
• Follow the firm’s systems and processes and apply them effectively.
• Oversee a portfolio of personal tax clients.
• Assist with tax consulting projects.

• Supervise and support junior Team Members on assignments.

• Be confident at asking questions and raising queries with other Team Members.
• Discuss and clear basic queries with clients, as instructed by the Supervisor.
• Confidently communicate with clients to build relationships and resolve queries as far as possible.

• Is commercially focused, understands the business environment and changes likely to impact clients.

• ADMINISTRATION

• Complete your timesheet in a timely manner.
• Maintain your Outlook calendar and ensure it is fully up-to-date at all times.

• Performance Management – Student Tax Team Members - Provide feedback where appropriate or requested to do so.
• Performance Management - Self - Take feedback on board or request feedback where appropriate.
• Appraisals - Complete appraisal documentation.
• Attend Appraisal Meetings.
• Complete Action Points arising from Appraisal Meeting.
• Inform HR of any changes in the personal information held by the firm.
• Utilise the firm's IT systems to work efficiently and effectively.
• Report issues arising to the IT team.
• Attend IT training sessions as required.

• Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives are met.
• Ensure annual declarations are made to regulatory body.
• Ensure CPD Record is completed on an annual basis.

• Assist in marketing and promotional activities of the firm as requested.

PERSON SPECIFICATION

• QUALIFICATIONS AND SKILLS

• ATT/CTA qualified.
• Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfil the purpose of your role.
• Computer skills appropriate to your role.
• Verbal and written communication skills appropriate to your role.

• CORE VALUES

• All Team Members are expected to demonstrate our values of Passionate, Personal and Professional.
• Understands the firm’s ethos of ‘passionate, personal and professional’ and uses this in your approach to work and clients, and follow the service standards set.
• A personal approach is applied to everything you do, internally and externally; ensuring you always consider the recipient of your communications and actions.
• Always behaves professionally; demonstrates strong moral values; uses common sense and practical approach to overcome problems, applying sensitivity in difficult or tense situations.

• Applies technical competence acquired through gaining a professional qualification or through years of experience.
• Refines skills, knowledge and expertise through continued technical and practical learning.

• Completes more complex tasks within timeframes under supervision.
• Participates actively in all formal learning and development opportunities.
• Actively advises, coaches and motivates other team members to meet personal and team targets.

• Works as an effective team member, sharing information and providing peers with assistance.
• Works co-operatively in teams, sharing, gaining and gathering information.
• Demonstrates rapport with peers and confidently deals with team members and clients.
• Able to deal with difficult interpersonal situations.

• Meets performance expectations and acts as a role model for junior team members.
• Demonstrates high energy and enthusiasm.
• Actively pursues continuing learning and development.
• Understands the firm’s vision and business strategy and your contribution to them.
• Understands the firm’s structure, the people and the services we provide.
• Demonstrates a genuine interest in the client’s business and understands their industry/sector.

Our client is offering a very competitive package, life assurance, yearly bonus, private parking and clearly defined progression path.