- Tax Return & Advice Management: Coordinate and manage the completion of personal tax filings, guaranteeing accuracy and timely delivery.
- Client Relationship Handling: Deliver expert support and insightful tax guidance to a varied group of clients.
- Strategic Tax Planning: Spot opportunities for tax efficiencies and recommend beneficial strategies.
- Team Oversight: Guide, support, and inspire junior staff, maintaining excellence across outputs.
- Process Supervision: Facilitate weekly team meetings, oversee task distribution, and streamline operational systems.
- Specialist Knowledge: Investigate advanced tax scenarios, liaise with regulatory bodies (ICAEW, ACCA, CTA), and remain current with changes in tax legislation.
- Growth & Engagement: Draft and present tax-saving plans, formal advice, and comprehensive client summaries.
- Content Creation: Produce monthly written content for the website and digital platforms to support business growth.
- Skill Building: Assist in developing junior colleagues by promoting a culture of ongoing education and support.
- Driven and ambitious with a positive mindset
- Strong analytical thinking and decision-making ability
- Great at organising and juggling multiple priorities
- Independent and proactive work ethic
- Confident communicator, able to build strong client rapport
- Devoted to high standards of client care
- Familiar with Microsoft 365 and IRIS systems
- Excellent opportunities for personal and career progression
- The chance to work with an exceptional and varied client list
- A performance-focused, team-oriented atmosphere
- Real autonomy and recognition for your contributions
- A flexible and supportive working setup
- Access to industry-leading tools and technology