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The opportunity:
- Begin to take ownership of your own portfolio with support from your manager
- Support in delivering revenue and profitability targets
- Begin to develop enduring client relationships
Day to day duties:
- Responsible for a number of client relationships, including non-residents, non-domiciled individuals, high net worth individuals and trusts, supporting them on a variety of compliance?matters
- Principal point of contact for clients, working closely with them to understand developments in their personal tax affairs, ensuring they are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
- Manage variety of compliance?matters
- Ensure clients are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities
- Review tax returns and computations
- Ensure the efficient and risk managed delivery
- Responsible for complying with all internal risk management procedures
What are we looking for?
- Potentially ATT qualified and now actively studying towards your CTA
- We will provide you full study support including paid study leave, mentorship and coaching
- Previous Personal/Private Client/Mixed Tax experience in a similar role within a practice environment is essential
