Tax Assistant Manager

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Your new role:

This is an exciting opportunity to join our growing Tax team, where you'll manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.

This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact.

You'll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.
Duties & key responsibilities:

Client
• Manages a portfolio of personal tax clients: Self-Assessment and MTD for IT.
• Supports the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
• Takes responsibility for good relationship management of clients, predominately over the telephone, email, on online meeting and where appropriate in face to face contact.
• Builds good rapport with the client to gain a clear understanding of client expectations so that high levels of client service can be achieved.
• Provides general support to clients in the provision of tax returns and general compliance.
Tax delivery
• Reviews and manages the personal tax compliance (Self-Assessment and MTD for IT) process for portfolio clients.
• For more complex clients, prepares and finalises accurate and timely tax return work ready for review.
• Liaises with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.
• Uses and understands legislation and practice appropriately to aid in relevant area of work.
• Spots planning opportunities (tax advisory and Wealth Management) and takes responsibility for escalating this to develop new business and cross selling opportunities.
Client take-on / risk management
• Has an awareness of the firm's risk management procedure and adheres to this.
• Mitigates risks by involving senior people, ensuring appropriate advice is sought (where required).
• Has a solid understanding of professional standards, ethics and risk management protocols.
Technical competence
• Ensure professional knowledge is technically up to date to undertake relevant area of work, and continues professional development.
People
• Is an approachable and respected member of the team who takes a proactive interest in the team's performance and well-being
• Can coach processors in the accurate and timely completion of personal tax compliance work.
Operations and results
• Takes responsibility for invoicing portfolio and associated work, keeping accurate records.
• Monitors own time incurred and undertakes analysis as directed.
• Complete time sheets accurately and on a timely basis.
• Meets own financial targets set.
General responsibilities:
• Work collaboratively as part of the wider Wilson Partners team
• Maintain high standards of professionalism and client service
• Embrace technology and cloud-based platforms to enhance client delivery
Skills & abilities:
• Strong attention to detail with a "can-do" attitude
• Excellent verbal and written communication skills
• Strong organisational skills and ability to manage deadlines and prioritise workload
• Ability to work both independently and as part of a team
• Confident and proactive approach
• Comfortable working in a paperless, technology-driven environment
Knowledge & experience:
• Qualified ATT and/or CTA - minimum 5 years relevant tax experience
• No ATT Qualification - minimum 7 years relevant tax experience

Personal attributes:
• Enthusiastic and hard working
• Client-focused with the ability to build strong professional relationships
• Proactive and commercially aware
• Committed to continuous professional development