Assistant Tax Manager

Role Summary

Reporting to a Tax Manager, you will be involved in the delivery of tax compliance and advisory services for a portfolio of some of the most wealthy and exciting entrepreneurial businesses 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 income, P11D and corporation tax returns 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
• Deal with more complex cases around residency, R&D, remuneration planning and capital gains tax, liaising with the client as appropriate with support from tax partners and directors
• Undertake initial reviews of draft tax computations produced by audit and accounts colleagues
• 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
• Action queries raised by tax colleagues on the draft tax returns and computations
• 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
• Actively participate in department meetings
• 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

Person Specification

Essential

• Fully ACA or CTA qualified
• Relevant tax experience gained within practice
• Experience of using tax preparation software
• Have excellent written and verbal communication skills and be confident speaking to clients face to face, over the telephone and by email
• Must have 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
• Be able to demonstrate your initiative to solve problems
• Be flexible and proactive in managing multiple priorities

Desirable

• Proven experience of delivering excellent client service
• Be willing to undertake further studying to develop knowledge
• Experience of developing and managing a team
• Experience of tax planning, R&D, reorganisations or inheritance tax