PURPOSE OF ROLE

• To apply the relevant technical skills and to work as part of the Tax team by applying thosetechnical skills and by carrying out tasks assigned to you.
• To take responsibility for individual assignments, ensuring the effective and timely delivery and the quality of service meets the firm’s aims.
• Oversee a portfolio of personal taxclients.
• Assist with tax consultingprojects

 

REPORTS TO

• You will report to Directors, Associates, Managers and ClientManagers

 

MAIN AREAS OF RESPONSIBILITY

TECHNICAL

• Apply practical experience and technical knowledge to fulfil the purpose of yourrole
• Prioritise and be accountable for the planning and completion of the work assigned toyou
• Build on your practical workexperience
• Complete assignments for passing to Director or Associate withoutsupervision
• Review junior Team Members’work
• Follow the firm’s systems and processes and apply themeffectively.
• Oversee a portfolio of personal taxclients
• Assist with tax consultingprojects.

 

TEAM DEVELOPMENT

• Supervise and support junior Team Members onassignments

 

BUILDING RELATIONSHIPS

• Be confident at asking questions and raising queries with other TeamMembers
• Discussandclearbasicquerieswithclients,asinstructedbytheSupervisor
• Confidentlycommunicatewithclientstobuildrelationshipsandresolvequeriesasfaraspossible

 

COMMERCIAL AND ENTREPRENEURIAL

• Is commercially focused, understands the business environment and changes likely to impact clients

 

AREAS OF RESPONSIBILITY FOR OTHER FUNCTIONS

ADMINISTRATION

• Complete your timesheet in a timelymanner
• Maintain your Outlook calendar and ensure it is fully up-to-date at alltimes

 

HR

• Performance Management – Student Tax TeamMembers

-       Provide feedback where appropriate or requested to doso

• Performance Management -Self

-       Take feedback on board or request feedback whereappropriate

• Appraisals

-       Complete appraisaldocumentation

-       Attend AppraisalMeetings

-       Complete Action Points arising from AppraisalMeeting

• InformHRofanychangesinthepersonalinformationheldbythefirm
• Utilise the firms IT systems to work efficiently andeffectively
• Report issues arising to the ITteam
• Attend IT training sessions arerequired

IT

 

LEARNING & DEVELOPMENT

• Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives aremet
• Ensure annual declarations are made to regulatorybody
• Ensure CPD Record is completed on an annualbasis

 

MARKETING

• Assist in marketing and promotional activities of the firm asrequested

 

PERSON SPECIFICATION

QUALIFICATIONS AND SKILLS

• ATT/CTAqualified
• Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfil the purpose of yourrole
• Computer skills appropriate to yourrole
• Verbal and written communication skills appropriate to yourrole

 

BEHAVIOURS

CORE VALUES

All Team Members are expected to demonstrate our values of Passionate, Personal and

Professional:

• Understands the firm’s ethos of ‘passionate, personal and professional’ and uses this in your approach to work and clients, and follow the service standardsset.
• A personal approach is applied to everything you do, internally and externally; ensuring you always consider the recipient of your communications andactions.
• Always behaves professionally; demonstrates strong moral values; uses common sense and practical approach to overcome problems, applying sensitivity in difficult or tensesituations.

 

TECHNICAL

• Applies technical competence acquired through gaining a professional qualification or  through years ofexperience.
• Refines skills, knowledge and expertise through continued technical and practicallearning.

 

TEAM DEVELOPMENT

• Completes more complex tasks within timeframes undersupervision.
• Participates actively in all formal learning and developmentopportunities.
• Activelyadvises,coachesandmotivatesotherteammemberstomeetpersonalandteamtargets

 

BUILDING RELATIONSHIPS

• Worksasaneffectiveteammember,sharinginformationandprovidingpeerswithassistance.
• Works co-operatively in teams, sharing, gaining and gatheringinformation.
• Demonstrates rapport with peers and confidently deals with team members andclients.
• Able to deal with difficult interpersonalsituations.

 

LEADERSHIP

• Meets performance expectations and acts as a role model for junior teammembers.
• Demonstrates high energy andenthusiasm.
• Actively pursues continuing learning anddevelopment.
• Understands the firm’s vision and business strategy and your contribution tothem.
• Understands the firm’s structure, the people and the services weprovide.
• Demonstratesagenuineinterestintheclient’sbusinessandunderstandstheirindustry/sector.

 

Our client is offering a very compettive package, life assurance, yearly bonus, private parking 

and clearly defined progression path.

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