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Private Client Tax Associate

Employer
RSM UK
Location
Chelmsford, UK
Salary
Competitive
Closing date
Jun 23, 2019

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Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Overall job purpose The role is client-focused; you would provide timely and accurate delivery of tax services on behalf of a portfolio of personal clients with complex tax affairs, focusing on high net worth individuals, non-UK domiciled individuals and offshore trusts as well as dealing with some partnership and UK trusts. You will be expected to build and maintain effective relationships with clients with the intention of making you an indispensable resource for their tax compliance affairs. You would also assist with the supervision of Tax Trainees, reviewing work and providing training where required, as well as supporting Managers, Directors and Partners in the team to deliver a range of complex tax advisory projects including meetings with many London based and international clients. Responsibilities To act as day-to-day point of contact for the client, ensuring the principles of excellent client service at all times. To ensure that each assignment is undertaken in accordance with the pre-assignment instructions, and to carry out complex aspects of the assignment efficiently, thoroughly and in accordance with the firm's procedures and quality standards. Ensure tax quality at all times. To provide a full and personal tax compliance and advisory service as required by the circumstances of each client. To provide adequate briefing, supervision and training for junior staff including review of their personal tax return preparation work for adequacy and completeness, and to undertake job appraisal interviews. Preparation of a variety of private client tax advice with support provided by senior members of private client team. To maintain an awareness of the firm's specialist services and publications as well as an advanced level of technical knowledge through appropriate reading and courses, and to fulfil professional bodies' CPD requirements. Personal and professional qualities The role requires: CTA/ATII qualified or equivalent would be preferred. High competency in Microsoft Excel, Word and PowerPoint. Previous work experience of a minimum of 3-4 years gained in a private client/personal tax environment, preferably in practice. Approx. 1 year PQE. Proven experience in client handling and managing a busy portfolio. Well-presented and articulate, with experience of a high level of interaction with clients of significant wealth and a high standard of client service.

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