Your new role:
An excellent opportunity to join an award winning accounting, tax and advisory firm that specializes in working with ambitious owner managers businesses in the Thames Valley.
As part of our continued growth we are now recruiting for a trainee to work within our tax team.
Duties & key responsibilities:
Client
• Takes responsibility for good client relationship management of client, predominately over the telephone 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
• Liaises with the client relationship manager and other members of client service team (where in place) to ensure synergy and cohesion in client delivery.
Tax delivery
• Prepares and finalises accurate and timely tax return work ready for review
• Liaises with other service streams and take responsibility for collation of personal tax information when the client is a multi-discipline service client
• Uses and understands legislation appropriately to aid in relevant area of work
Client take-on / risk management
• 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
• Builds an understanding of professional standards, ethics and risk management protocols.
Technical competence
• Retains sufficient technical knowledge to undertake relevant area of work
• Will be required to work towards a professional qualification (ATT/CTA)
People
• Is an approachable and respected member of the team who takes a proactive interest in the team's performance and well-being
Operations and results
• Takes responsibility for billing tax return fees, keeping accurate records
• Monitors own time incurred and undertakes analysis as directed
• Complete time sheets accurately and on a timely basis
• Meets own financial targets set.
Skills & abilities:
• Strong communication skills, both written and verbal
• Excellent organisational skills with the ability to prioritise workload and manage multiple deadlines
• Ability to work effectively both independently and as part of a team
• High attention to detail with a commitment to accuracy
• Proficient computer skills and ability to work in a paperless office environment
• Comfortable using and adopting new technologies, including cloud-based platforms
Knowledge & experience:
• No previous tax experience is required
• Computer skills: MS Office applications – Word, Excel, Outlook
• Strong GCSE and A level Qualifications with degree level 2:1 or above preferred
Personal attributes:
• Enthusiastic and hard-working with a positive approach to work
• Confident and proactive in contributing ideas and solutions
• Strong “can-do” attitude with a willingness to take initiative
• Motivated to work within an entrepreneurial environment and add value to both clients and the wider business
Tax Associate in Newton Abbot employer: Wilson Partners
Join a dynamic and supportive team as an Audit and Financial Reporting Trainee, where you will gain invaluable experience in accounting and audit processes while working closely with seasoned professionals. Our company fosters a collaborative work culture that prioritises employee growth, offering training and development opportunities to enhance your skills and career progression. Located in a vibrant area, we provide a stimulating environment that encourages innovation and teamwork, making us an excellent employer for those seeking meaningful and rewarding employment.
