Are you an experienced personal tax professional at either Assistant Manager level, or a Tax Senior on the cusp? Do you want to work on great clients and be challenged professionally? We are a reputable firm with an entrepreneurial, progressive and supportive environment. If being an active part of an organisation which retains its family feel is important to you, we want to hear from you.
Morgan McKinley are assisting an ambitious London-headquartered accountancy practice, experiencing significant growth year on year. It's an exciting time to be part of their team. As a medium-sized firm, they regularly punch above their weight. They enjoy collaborating and are passionate about providing a high touch, bespoke service to support their clients with their complex accounting and tax needs. As a result, many of their clients who might typically gravitate towards larger firms, choose to work with them instead.
About the role
Their clients include ultra and high net worth individuals, private equity partners, owner managed businesses ranging from small startups to large international groups, families, partnerships, internationally mobile individuals, and trusts. You don't necessarily need experience in all these areas as training will be provided where needed.
Key responsibilities
- Take ownership of assignments and your portfolio.
- Develop relationships both within the firm and with clients.
- Provide consistent and quality client service including maintaining regular contact with clients.
- Provide tax technical support in all personal tax matters, including income tax, CGT, inheritance tax, and residence issues.
- Work on consultancy and advisory projects.
- Technical research.
- Manage compliance matters and client queries on your own portfolio efficiently and effectively.
- Supervise and assist with the technical development of junior members of staff.
- Prepare client documents, including complex annual tax returns and ensure compliance with current tax laws.
- Correspond with clients, tax authorities and third parties daily on a wide variety of personal and business tax matters.
- Point of contact for tax queries from other departments within the firm and similarly, referring clients/client matters to other parts of the firm where appropriate.
Skills and attributes for success
- ATT/CTA or ACA/CTA qualification.
- Relevant tax experience gained within a professional services environment.
- Experience of building strong relationships both internally and externally
- Proactive approach to problem solving.
- Highly personable and discreet.
- Capacity to establish professional credibility quickly.
- A good team player, demonstrating a collaborative approach and helping with other colleagues' work when required.
- A decisive thinker with the ability to analyse information quickly.
- Pays attention to detail and takes pride in work produced.
- An excellent communicator, able to represent the firm's best interests with both clients & colleagues.
