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Private Client Compliance - Tax Executive

Posted 4 January by Grant Thornton Featured Ended

Job Description Summary:

A Tax Executive must demonstrate sufficient technical knowledge to undertake the preparation and finalisation of Tax returns, use and understand legislation appropriately and manage their own client portfolio

Job Description:

• develops an internal network within the tax department
• spots planning opportunities (tax advisory and FP) and takes responsibility for escalating this to the relevant client relationship manager to develop new business.

• manages a client portfolio and builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved
• takes responsibility for good client relationship management of clients, predominately over the telephone and where appropriate in face to face contact
• 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
• produces client reports for Manager review
• 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

• is an approachable and respected member of the team who takes a proactive interest in the team's performance and well-being
• is able to coach processors in the accurate and timely completion of tax return work.

Operations and results
• takes responsibility for billing tax return fees out to the local office, keeping accurate records
• monitors own time incurred and undertakes analysis as directed
• meets own financial targets set.

Required skills

  • Compliance
  • Risk Management
  • Tax Returns
  • Maintaining Strong Client Relationships

Reference: 34133404

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