JOB SUMMARY: His/her main responsibility is to provide general tax administrative and technical support to the office. Managing a portfolio of clients, under the guidance of a manager, to complete basic personal and business tax computations. KEY

RESPONSIBILITIES:
To prepare Personal, Partnership and Trust tax computations under supervision, including annual tax credit forms and P11D's. To perform tax administrative duties for the office. To undertake the scanning of documentation to DTC as and when required. To keep up to date with changes in tax legislation. When the opportunity arises, deal effectively with clients within their range of expertise and to refer to his/her senior/manager before any advice is given. To proactively manage their own personal study to improve their knowledge and technical abilities. To respect client confidentiality and report any issues which may affect client relationships to their Director. To promptly report to their office director any concerns which may affect the firm's client relationship e.g. money laundering, unethical business practice, complaints etc Person Specification Must be AAT or ATT qualified or have practical experience of Tax Returns and P11D's in the working environment. Must be able to prepare routine personal and Partnership tax returns and assist with the preparation of more complex returns. Must be aware of the importance of client relationships and their own limitations when speaking to clients. Must possess IT skills to operate in-house programs and prepare and develop spreadsheets as necessary. Must be fully conversant with software programmes. Basic understanding of tax and business issues.