Tax Senior

Key Responsibilities

• Responsible for own portfolio of clients (mix of basic with some more complex clients), with assistance and guidance from the tax management and leadership team. 
• Preparation of personal, company and partnership trust tax returns for corresponding by letter, email and telephone.

• Preparation of supporting schedules by analysing backing documentation in a complete and thorough manner. 
• Responsible for the checking of assessments, statements of account and surcharge notices for accuracy and highlighting any anomalies. 
• Liaises with the authorities regarding tax and social security queries and responding in an efficient and timely manner, developing knowledge over time and increasing confidence to deal with more complex issues. 
• Takes ownership of more advisory/research work, with the relevant management support.
• Monitors own WIP and ensures a positive contribution is made to departmental billings.
• Creates knowledge sharing opportunities for junior members of the team and supports tax associates in their learning and development tax law. 
• Delegates suitable work to associates and controls/monitors the delivery of delegated work; reviews work of associates where relevant before passing for review.
• Development of technical knowledge and skills on current matters impacting compliance and advisory clients.
• Understands client base and is able to build relationships to ensure client retention and growth.
• Understands the firm’s products and services and identifies opportunities to cross-sell. 
• Acts as an ambassador of the firm, building relationships and promoting the firm at every opportunity to facilitate new business opportunities.  

Skills, Knowledge and Expertise

• Has excellent interpersonal and communication skills and has the confidence to deal with people at all levels
• Has the ability to apply knowledge and experience and display initiative and lateral thinking coupled with the ability to solve non-routine problems and analyse data from a variety of different sources.
• Is a team player but also has the confidence to work alone on engagements coupled with a flexible attitude and a proactive approach to work and be willing to work additional hours to meet deadlines as necessary.
• Possesses excellent organisational and time management skills and the ability to solve non routine problems and analyses data from a variety of difference sources.
• Is motivated to perform and committed to effective client service.
• To have attention to detail to ensure that the quality of work meets the company’s ethical and professional standards and supports organisational success