Tax Senior
- Manage portfolio of clients, including more complicated clients
- Able to produce more complicated letters for clients
- Ensures knowledge is kept technically up to date by attending the necessary courses and undertaking own reading and research
- Responsible for billing / WIP Management
- Supporting and assisting other team members when necessary
- Maintain client relationships, including attending client meetings
- Identify cross selling opportunities to pass on / deal with directly
- Continue to study consistently for exams if appropriate
- Professional / ethics awareness
Core Competencies - Technical
- Good understanding of income tax, capital gains tax and national insurance, and working knowledge of corporation tax
- Able to deal with section 9A enquiries
- Pension Planning knowledge
- Able to research when personal knowledge / understanding is lacking
- Some accounting knowledge would be preferable.
Core Competencies - Personal
- Aware of work pressures, peaks and troughs
- Good level of professionalism when meeting clients
- Ability to understand the clients needs
- Plans time effectively
- Aims for high standards in exams
Vacancy Type: Professional