At a Glance
- Tasks: Manage personal tax clients and deliver high-quality compliance work.
- Company: Join a leading firm of accountants in a supportive environment.
- Benefits: Enjoy hybrid working, competitive salary, and continuous professional development.
- Other info: Friendly team atmosphere with opportunities for career growth.
- Why this job: Make an impact in a fast-paced culture while building strong client relationships.
- Qualifications: Qualified ATT/CTA with 5+ years of relevant tax experience.
The predicted salary is between 45000 - 45000 £ per year.
An exciting opportunity has arisen to join a growing Tax team in one of the market leading firms of Accountants based in Maidenhead. You will have the opportunity to manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.
You'll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.
Duties & key responsibilities:
- Manage a portfolio of personal tax clients: Self-Assessment and MTD for IT.
- Support the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
- Take responsibility for good relationship management of clients, predominately over the telephone, email, online meetings and where appropriate in face-to-face contact.
- Provide general support to clients in the provision of tax returns and general compliance.
- Liaise with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.
Skills & abilities:
- Strong attention to detail with a "can-do" attitude.
- Excellent verbal and written communication skills.
- Strong organisational skills and ability to manage deadlines and prioritise workload.
- Ability to work both independently and as part of a team.
- Confident and proactive approach.
- Comfortable working in a paperless, technology-driven environment.
Knowledge & experience:
- Qualified ATT and/or CTA - minimum 5 years relevant tax experience or possess a minimum of 7 years relevant tax experience if qualified by experience.
- Ability to spot planning opportunities (tax advisory and Wealth Management) and take responsibility for escalating this to develop new business and cross-selling opportunities.
- Enthusiastic and hard-working.
- Client-focused with the ability to build strong professional relationships.
- Proactive and commercially aware.
- Committed to continuous professional development.
This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact. You will enjoy working in a friendly and supportive working environment in a fast-paced culture that offers hybrid working with 2 days a week working from home.
