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- Tasks: Manage a diverse portfolio of personal tax clients and ensure high-quality compliance work.
- Company: Join a dynamic team at Wilson Partners, known for its collaborative spirit.
- Benefits: Enjoy competitive pay, professional development, and a tech-driven work environment.
- Other info: Embrace technology and enjoy excellent career growth opportunities.
- Why this job: Make a real impact in tax compliance while building strong client relationships.
- Qualifications: Qualified ATT/CTA with 5+ years of relevant tax experience.
The predicted salary is between 40000 - 50000 £ per year.
This is an exciting opportunity to join our growing Tax team, where you’ll manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department. 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’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
- Manages a portfolio of personal tax clients: Self-Assessment and MTD for IT.
- Supports the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
- Takes responsibility for good relationship management of clients, predominately over the telephone, email, online meetings and where appropriate in face-to-face contact.
- Builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved.
- Provides general support to clients in the provision of tax returns and general compliance.
- Reviews and manages the personal tax compliance (Self-Assessment and MTD for IT) process for portfolio clients.
- For more complex clients, prepares and finalises accurate and timely tax return work ready for review.
- Liaises with other service streams and takes responsibility for collation of information when the client is a multi-discipline service client.
- Uses and understands legislation and practice appropriately to aid in relevant area of work.
- Spots planning opportunities (tax advisory and Wealth Management) and takes responsibility for escalating this to develop new business and cross-selling opportunities.
- Has an awareness of the firm’s risk management procedure and adheres to this.
- Mitigates risks by involving senior people, ensuring appropriate advice is sought (where required).
- Has a solid understanding of professional standards, ethics and risk management protocols.
- Ensures professional knowledge is technically up to date to undertake relevant area of work, and continues professional development.
- Is an approachable and respected member of the team who takes a proactive interest in the team’s performance and well-being.
- Can coach processors in the accurate and timely completion of personal tax compliance work.
- Takes responsibility for invoicing portfolio and associated work, keeping accurate records.
- Monitors own time incurred and undertakes analysis as directed.
- Completes time sheets accurately and on a timely basis.
- Meets own financial targets set.
- Works collaboratively as part of the wider Wilson Partners team.
- Maintains high standards of professionalism and client service.
- Embraces technology and cloud-based platforms to enhance client delivery.
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.
- No ATT Qualification - minimum 7 years relevant tax experience.
Personal attributes
- Enthusiastic and hard working.
- Client-focused with the ability to build strong professional relationships.
- Proactive and commercially aware.
- Committed to continuous professional development.
Tax Assistant Manager in Maidenhead employer: Wilson Partners
Contact Detail:
Wilson Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Assistant Manager in Maidenhead
✨Tip Number 1
Get to know the company before your interview! Research their values, recent projects, and team culture. This will help us tailor our conversation and show that we’re genuinely interested in being part of their Tax team.
✨Tip Number 2
Practice your communication skills! Since this role is client-facing, we should be ready to demonstrate our ability to build strong relationships. Role-play common scenarios with a friend or family member to boost our confidence.
✨Tip Number 3
Prepare some insightful questions for the interview. Asking about their approach to tax compliance or how they handle complex cases shows that we’re engaged and thinking critically about the role.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email reiterating our interest in the position can leave a lasting impression. Plus, it’s a great way to keep the lines of communication open.
We think you need these skills to ace Tax Assistant Manager in Maidenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax experience, especially with Self-Assessment and MTD for IT, to show us you’re the right fit for our Tax team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax and how your previous roles have prepared you for this position. Don’t forget to mention your client management skills and how you build strong relationships.
Showcase Your Communication Skills: Since this role is client-facing, we want to see your excellent communication skills in action. Whether it’s in your CV or cover letter, give examples of how you’ve successfully communicated with clients in the past, whether over the phone, email, or face-to-face.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, it shows us you’re keen to join StudySmarter!
How to prepare for a job interview at Wilson Partners
✨Know Your Tax Stuff
Make sure you brush up on the latest tax legislation and compliance processes, especially around Self-Assessment and MTD for IT. Being able to discuss these topics confidently will show that you're technically competent and ready to handle the responsibilities of the role.
✨Show Off Your Communication Skills
Since this is a client-facing role, practice your communication skills. Think about how you can build rapport with clients over the phone or in virtual meetings. Prepare examples of how you've successfully managed client relationships in the past to demonstrate your ability to connect and provide excellent service.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage deadlines and prioritise your workload. You might want to share specific examples of how you've handled multiple tasks or projects simultaneously, ensuring high-quality work while meeting tight deadlines.
✨Embrace Technology
Familiarise yourself with cloud-based platforms and any relevant technology used in tax compliance. Be prepared to discuss how you've used technology to enhance client delivery or improve efficiency in your previous roles. This will show that you're comfortable in a tech-driven environment.