- Tax Compliance & Advisory: Plan and oversee the preparation of all personal tax returns, ensuring timely and accurate submissions.
- Client Portfolio Management: Provide a high level of service and proactive tax advice to a diverse client base.
- Planning & Strategy: Identify tax planning opportunities to maximise client benefits.
- Team Leadership: Supervise, mentor, and motivate support staff, ensuring high-quality work.
- Process & Workflow Management: Lead weekly planning meetings, monitor workloads, and improve internal processes.
- Technical Expertise: Research complex tax issues, liaise with professional bodies (ICAEW, ACCA, CTA), and keep up to date with tax regulations.
- Business Development: Prepare and present tax planning proposals, advice letters, and client reports.
- Thought Leadership: Write monthly articles for the website and social media, contributing to the firm’s growth.
- Training & Development: Support and train junior team members, fostering a culture of continuous learning.
- Financial Accountability: Monitor performance against budget and ensure client fees align with profitability goals.
- Highly motivated with a growth mindset
- Strong problem-solving and analytical skills
- Excellent organisational and time management abilities
- Hands-on approach with the ability to work independently
- Exceptional communication skills, confident dealing with a range of clients
- Passionate about delivering excellent client service
- Experience with Microsoft 365 and IRIS software