JOB RESPONSIBILITIES
To apply the relevant technical skills and work as part of the Tax team by carrying out tasks assigned to you. To take responsibility for individual assignments, ensuring effective and timely delivery and that the quality of service meets the firm’s aims. Oversee a portfolio of personal tax clients. Assist with tax consulting projects. REPORTS TO
You will report to Directors, Associates, Managers, and Client Managers. MAIN AREAS OF RESPONSIBILITY
TECHNICAL Apply practical experience and technical knowledge to fulfill the purpose of your role. Prioritize and be accountable for the planning and completion of the work assigned to you. Build on your practical work experience. Complete assignments for passing to Director or Associate without supervision. Review junior Team Members’ work. Follow the firm’s systems and processes and apply them effectively. Oversee a portfolio of personal tax clients. Assist with tax consulting projects. TEAM DEVELOPMENT
Supervise and support junior Team Members on assignments. BUILDING RELATIONSHIPS
Be confident at asking questions and raising queries with other Team Members. Discuss and clear basic queries with clients, as instructed by the Supervisor. Confidently communicate with clients to build relationships and resolve queries as far as possible. COMMERCIAL AND ENTREPRENEURIAL
Is commercially focused, understands the business environment and changes likely to impact clients. AREAS OF RESPONSIBILITY FOR OTHER FUNCTIONS
ADMINISTRATION Complete your timesheet in a timely manner. Maintain your Outlook calendar and ensure it is fully up-to-date at all times. HR
Performance Management – Student Tax Team Members: Provide feedback where appropriate or requested to do so. Performance Management - Self: Take feedback on board or request feedback where appropriate. Attend Appraisal Meetings. Complete Action Points arising from Appraisal Meeting. IT
Utilize the firm's IT systems to work efficiently and effectively. Report issues arising to the IT team. Attend IT training sessions as required. LEARNING & DEVELOPMENT
Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives are met. Ensure annual declarations are made to the regulatory body. Ensure CPD Record is completed on an annual basis. MARKETING
Assist in marketing and promotional activities of the firm as requested. PERSON SPECIFICATION
QUALIFICATIONS AND SKILLS ATT/CTA qualified. Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfill the purpose of your role. Computer skills appropriate to your role. Verbal and written communication skills appropriate to your role. BEHAVIOURS
CORE VALUES Understands the firm’s ethos of ‘passionate, personal and professional’ and uses this in your approach to work and clients, and follows the service standards set. A personal approach is applied to everything you do, ensuring you always consider the recipient of your communications and actions. Always behaves professionally; demonstrates strong moral values; uses common sense and practical approaches to overcome problems, applying sensitivity in difficult or tense situations. TECHNICAL
Applies technical competence acquired through gaining a professional qualification or through years of experience. Refines skills, knowledge, and expertise through continued technical and practical learning. TEAM DEVELOPMENT
Completes more complex tasks within timeframes under supervision. Participates actively in all formal learning and development opportunities. BUILDING RELATIONSHIPS
Works as an effective team member, sharing information and providing peers with assistance. Works cooperatively in teams, sharing, gaining, and gathering information. Demonstrates rapport with peers and confidently deals with team members and clients. Able to deal with difficult interpersonal situations. LEADERSHIP
Meets performance expectations and acts as a role model for junior team members. Actively pursues continuing learning and development. Understands the firm’s vision and business strategy and your contribution to them. Understands the firm’s structure, the people, and the services we provide. Demonstrates a genuine interest in the client’s business and understands their industry/sector.
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To apply the relevant technical skills and work as part of the Tax team by carrying out tasks assigned to you. To take responsibility for individual assignments, ensuring effective and timely delivery and that the quality of service meets the firm’s aims. Oversee a portfolio of personal tax clients. Assist with tax consulting projects. REPORTS TO
You will report to Directors, Associates, Managers, and Client Managers. MAIN AREAS OF RESPONSIBILITY
TECHNICAL Apply practical experience and technical knowledge to fulfill the purpose of your role. Prioritize and be accountable for the planning and completion of the work assigned to you. Build on your practical work experience. Complete assignments for passing to Director or Associate without supervision. Review junior Team Members’ work. Follow the firm’s systems and processes and apply them effectively. Oversee a portfolio of personal tax clients. Assist with tax consulting projects. TEAM DEVELOPMENT
Supervise and support junior Team Members on assignments. BUILDING RELATIONSHIPS
Be confident at asking questions and raising queries with other Team Members. Discuss and clear basic queries with clients, as instructed by the Supervisor. Confidently communicate with clients to build relationships and resolve queries as far as possible. COMMERCIAL AND ENTREPRENEURIAL
Is commercially focused, understands the business environment and changes likely to impact clients. AREAS OF RESPONSIBILITY FOR OTHER FUNCTIONS
ADMINISTRATION Complete your timesheet in a timely manner. Maintain your Outlook calendar and ensure it is fully up-to-date at all times. HR
Performance Management – Student Tax Team Members: Provide feedback where appropriate or requested to do so. Performance Management - Self: Take feedback on board or request feedback where appropriate. Attend Appraisal Meetings. Complete Action Points arising from Appraisal Meeting. IT
Utilize the firm's IT systems to work efficiently and effectively. Report issues arising to the IT team. Attend IT training sessions as required. LEARNING & DEVELOPMENT
Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives are met. Ensure annual declarations are made to the regulatory body. Ensure CPD Record is completed on an annual basis. MARKETING
Assist in marketing and promotional activities of the firm as requested. PERSON SPECIFICATION
QUALIFICATIONS AND SKILLS ATT/CTA qualified. Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfill the purpose of your role. Computer skills appropriate to your role. Verbal and written communication skills appropriate to your role. BEHAVIOURS
CORE VALUES Understands the firm’s ethos of ‘passionate, personal and professional’ and uses this in your approach to work and clients, and follows the service standards set. A personal approach is applied to everything you do, ensuring you always consider the recipient of your communications and actions. Always behaves professionally; demonstrates strong moral values; uses common sense and practical approaches to overcome problems, applying sensitivity in difficult or tense situations. TECHNICAL
Applies technical competence acquired through gaining a professional qualification or through years of experience. Refines skills, knowledge, and expertise through continued technical and practical learning. TEAM DEVELOPMENT
Completes more complex tasks within timeframes under supervision. Participates actively in all formal learning and development opportunities. BUILDING RELATIONSHIPS
Works as an effective team member, sharing information and providing peers with assistance. Works cooperatively in teams, sharing, gaining, and gathering information. Demonstrates rapport with peers and confidently deals with team members and clients. Able to deal with difficult interpersonal situations. LEADERSHIP
Meets performance expectations and acts as a role model for junior team members. Actively pursues continuing learning and development. Understands the firm’s vision and business strategy and your contribution to them. Understands the firm’s structure, the people, and the services we provide. Demonstrates a genuine interest in the client’s business and understands their industry/sector.
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