Personal Tax Senior

Main duties and responsibilities:-

• Manage portfolio of clients, including more complicated clients
• Able to produce more complicated letters for clients
• Ensure professional  knowledge is technically up to date by attending the necessary courses
• Bill and  WIP Management
• Maintain client relationships, including attending client meetings
  Identify cross selling opportunities to pass on / deal with directly
• Professional / ethics awareness

Key skills and knowledge:-

• Good understanding of income tax, capital gains tax and national insurance
• Basic understanding of inheritance tax and VAT
• Ability to start dealing with section 9A enquiries
• Basic inheritance tax planning knowledge
• Able to research when personal knowledge / understanding is lacking
• Aware of and works to all budgets
• Good level of  professionalism when meeting clients
• Ability to understand the clients needs