Personal Tax Senior
- Recruiter
- BMC Recruitment Group Ltd
- Location
- Newcastle Upon Tyne
- Posted
- 24 Apr 2018
- Closes
- 24 May 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
BMC are working closely with a prestigious national Accountancy Practice, in their search for an ambitious Personal Tax Senior who has aspirations to progress and develop. There is the opportunity to progress to Manager very quickly in this role.
The Role:
To manage and control a substantial portfolio of High Net Worth clients in the office, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the office and firm.
A broad understanding of entrepreneurial type clients, issues facing owner managed businesses and shareholder transactions would be useful.
Responsibilities
To ensure that the clients’ tax affairs comply with statutory requirements, and to manage work efficiently
To manage the assignment in accordance with the firm’s standard procedures and confirm arrangements with the client, including likely costs and billing arrangements
To ensure tax quality at all times by adhering to the firms quality standards
To identify and advise on tax planning opportunities and to undertake specialist technical assignments as required
To brief junior staff on the client’s business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake ‘on the job’ training and appraisals where necessary
To ensure that the job is completed within budget, and to discuss all materials points arising with the assignment partner in the first instance and client immediately, particularly in relation to any anticipated overruns
To liaise with the client throughout the year and to practise the principles of excellent client service at all times
To ensure that appropriate liaison takes place with all other departments, and that all potential client needs are identified and serviced accordingly
To develop a detailed knowledge of the firm’s specialist services and to undertake special work in response to client needs where appropriate
To perform the firm’s review and completion procedures, to attend meetings with the client, and to ensure that the client subsequently receives completed work on time To ensure the work meets targeted recovery, and to bill clients on a timely basis To maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil professional bodies’ CPD requirements
To research and prepare proposals for new work, and to take part in formal presentations to prospective clients
To take an active involvement in all seminars, and to effectively follow up contact made
Personal and professional qualities
CTA/ATT qualified or equivalent would be preferred
Proven experience in client handling
Ability to manage complex advisory projects on “core” private client issues (for example inheritance tax and capital gains tax planning etc)
Proven tax experience in producing high quality work within budget
An understanding of issues affecting entrepreneurial type clients, owner managed businesses and shareholder transactions
Business development experience and interest in this area of work
If you are currently working in a practice based role of any kind and at any level, I would be keen to speak to you even if the above role does not match your experience or aspirations. BMC are working on a large number of opportunities throughout the North East, and there is currently a shortage of experienced candidates. We offer a generous referral scheme if you know anyone who is considering reviewing their options
The Role:
To manage and control a substantial portfolio of High Net Worth clients in the office, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the office and firm.
A broad understanding of entrepreneurial type clients, issues facing owner managed businesses and shareholder transactions would be useful.
Responsibilities
To ensure that the clients’ tax affairs comply with statutory requirements, and to manage work efficiently
To manage the assignment in accordance with the firm’s standard procedures and confirm arrangements with the client, including likely costs and billing arrangements
To ensure tax quality at all times by adhering to the firms quality standards
To identify and advise on tax planning opportunities and to undertake specialist technical assignments as required
To brief junior staff on the client’s business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake ‘on the job’ training and appraisals where necessary
To ensure that the job is completed within budget, and to discuss all materials points arising with the assignment partner in the first instance and client immediately, particularly in relation to any anticipated overruns
To liaise with the client throughout the year and to practise the principles of excellent client service at all times
To ensure that appropriate liaison takes place with all other departments, and that all potential client needs are identified and serviced accordingly
To develop a detailed knowledge of the firm’s specialist services and to undertake special work in response to client needs where appropriate
To perform the firm’s review and completion procedures, to attend meetings with the client, and to ensure that the client subsequently receives completed work on time To ensure the work meets targeted recovery, and to bill clients on a timely basis To maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil professional bodies’ CPD requirements
To research and prepare proposals for new work, and to take part in formal presentations to prospective clients
To take an active involvement in all seminars, and to effectively follow up contact made
Personal and professional qualities
CTA/ATT qualified or equivalent would be preferred
Proven experience in client handling
Ability to manage complex advisory projects on “core” private client issues (for example inheritance tax and capital gains tax planning etc)
Proven tax experience in producing high quality work within budget
An understanding of issues affecting entrepreneurial type clients, owner managed businesses and shareholder transactions
Business development experience and interest in this area of work
If you are currently working in a practice based role of any kind and at any level, I would be keen to speak to you even if the above role does not match your experience or aspirations. BMC are working on a large number of opportunities throughout the North East, and there is currently a shortage of experienced candidates. We offer a generous referral scheme if you know anyone who is considering reviewing their options