Responsibilities:

To manage a portfolio of clients, providing compliance and consultancy advice; responsibilities might include the following:

• Develop tax compliance knowledge and skills;
• Assist in the management of a portfolio of private clients, including self-employed, employed, internationally mobile employees, sportspersons, high net worth individuals and Lloyd’s names;
• Liaise with clients in writing, via telephone and in face-to-face meetings;
• Liaise with third parties, including HM Revenue and Customs, brokers, banks, and solicitors;
• Assist managers and partners in their personal and trust tax compliance and other work, as required;
• Supervision of secondees, including training, delegating and reviewing work; and

Skills and Qualifications:

• 2:1 degree;
• Minimum of 300 UCAS points (excluding general studies);
• A in Maths GCSE;
• B in English GCSE; and
• Must be willing to study the ATT qualification.

Personal Attributes:

• Analytical thinking;
• Ability to generate workable solutions to problems;
• Takes responsibility;
• Completes work to a high standard of accuracy;
• Questions existing ways of doing things;
• Completes tasks on time;
• Uses initiative;
• Able to cope with the pressure of high and varying workloads;
• Willing to take advice;
• Flexible in approach to work and willing to learn new skills;
• Good written skills; and
• Able to communicate effectively and keep others informed.