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Private Client Tax Associate

Employer
RSM UK
Location
Chelmsford, UK
Salary
Competitive
Closing date
Oct 15, 2019

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Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Private Client Tax Associate We are searching for an experienced Private Client Tax Associate Working as part of the Private Client Tax team based in the Chelmsford office, as a Private Client Tax Associate you will be tasked with managing of a portfolio of clients with complex tax affairs. This will include working with high net worth individuals, sole traders and non UK domiciled individuals. It is also expected that the Private Client Tax Associate will consistently deliver a high level of client service including identifying and advising on tax planning opportunities, whilst at all times adhering to RSM's assurance quality standards. Overall job purpose To deal with client relationships in an efficient and effective manner and to help ensure that clients receive a quality service in all aspects. The role requires experience in the provision of advisory services and the ability to work with senior and junior staff on a range of advisory projects, technical assignments and proposals. The role would also involve some business development. Responsibilities To act as day-to-day point of contact for the client, and to practice the principles of excellent client service at all times. To ensure that the 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. To ensure tax quality at all times by adhering to the firm's quality standards. To provide a full and personal tax compliance service as required by the circumstances of each client. Correspondence with clients, HM Revenue & Customs and third parties. Liaising with clients by phone, post, email and in person. First review of personal tax returns, and preparation of more complex aspects of personal tax returns. Working with partners/directors on one-off technical assignments for new and existing clients. To provide adequate briefing, supervision and training for junior staff. To review work completed by junior staff for adequacy and completeness, and to undertake job appraisal interviews. To assist in student recruitment, training and marketing activities as required. To develop and maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil the professional bodies' CPE requirements. To record time spent on each client's affairs using relevant computer software. If studying, achieve passes in all exams within the time parameters given. Attend staff meetings and training as required. Involvement in business development activities, attending seminars and networking activities. Maintain an awareness and observation of Health and Safety issues within the Firm, and report any concerns to the Health and Safety Representative. Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Partner. Requirements Essential CTA qualified or equivalent. Work experience gained in a Personal Tax department within a professional practice environment dealing with high net worth clients in a compliance and advisory role. Proven experience in client handling and managing a busy portfolio. Experience in or exposure to Business Development within a Personal Tax context. Ability to work in a team environment to develops mutually supportive and effective working relationships, and provides cooperation and input whilst informing others of own activities and progress. Enthusiastic, reliable and used to working to deadlines. Shows initiative, common sense, and has an ability to work under pressure when required. Good standard of education, particularly in Maths and English with good verbal and written communication skills. Desirable As the individual's portfolio will focus specifically on medical clients, experience in this sector would be advantageous but isn't a prerequisite as full training will be provided to the successful candidate. Proven experience within an Advisory role (in addition to compliance work). Experience of a client or customer facing environment would be advantageous. Experience of using Digital software system is advantageous. Experienced hire Permanent CHELMSFORD - VICTORIA ROAD SOUTH Private Client Tax

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