Join to apply for the Private Client Tax Senior role at CHUNDO ADVOGADOS
Location : Ipswich
Employment Type : Permanent
Department : Private Client, Trust & Probate
Overview
We are seeking an enthusiastic and driven Tax Senior or Assistant Manager to work as part of the Private Client, Trust and Probate Team. Actively contribute to the growth of the team, strive to exceed client expectations, and manage a portfolio of personal tax and/or trust clients while providing tax planning advice. The role involves drafting Self-Assessment tax returns, reviewing returns prepared by colleagues, and delivering proactive tax planning advice. You will provide a hands-on compliance role that exceeds client expectations and support the Partner/Manager team on advisory projects.
Responsibilities
- General
- Manage a large portfolio with varied complexities or focus on the delivery of tax advisory projects, dealing with clients directly, and working independently and under own direction.
- Day to day responsibility for management tasks, resulting in efficient working practices across the department.
- Involvement in the recruitment and development of assistants for the team.
- Embrace the firm’s vision, mission and values and translate these into day-to-day actions to lead and develop others.
- Business development
- Maintain up-to-date understanding of clients’ affairs
- Maintain good working relationships with clients
- Deal with new client referrals
- Aware of the wide range of services and ability to spot opportunities to potentially sell those services.
- Active involvement in office marketing events, acting as an ambassador of the firm.
- Task management
- Proven ability to effectively manage a portfolio of clients.
- Ensure the firm carries out its professional duties properly.
- Consistently achieve deadlines and understand the commercial implications related to productivity, recoverability, fee income and client service.
- Identify and implement opportunities to change processes within the department to drive efficiencies and enhance client experience, including using technology.
- Training
- Attend training courses to develop technical and personal skills and keep compliance records.
- Other Responsibilities
- Adheres to the firm’s risk management policies and procedures.
- Undertakes other duties to meet the demands of the business.
Qualifications
Essential
Education and qualifications
- Professional qualification (ATT/CTA)
Experience — Essential
- Significant post-qualified experience within practice
- Proven ability to manage a portfolio
- Experience of coaching or mentoring colleagues
- Proven ability to adapt quickly to changing deadlines and priorities
Desirable
- Ability to service and advise clients in a pro-active manner
Personal Attributes
- Strong organisation skills
- Ability to network and develop contacts
- Excellent communication skills (written and oral)
- Proactive in identifying practical solutions to internal and client issues
- Maintain high level of confidentiality
- Can-do approach; innovative and able to use own initiative
- Deliver excellent client service at all times
Requirements
Tax Senior/Assistant Manager within Private Client Trust and Probate Team based in Ipswich. Working hours: Flexible. Starting from £30,000.
Role is graded at Level 5 within the firm’s job grading framework.
Company and Benefits
We pride ourselves on being a friendly business that supports our people and is active in the community. Platinum training provider, pension scheme, paid subscriptions, rewards for client referrals, social activities, and other employee benefits are offered.
Location: Ipswich, England, United Kingdom
Posting notes: This description reflects a position with CHUNDO ADVOGADOS and is based on the information provided.
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