During this role, you will be delivering bespoke tax advisory projects over a wide range of personal and business tax areas, serving the needs of clients and our non-tax staff.
Job overview:
• Minimise client churn by being genuinely proactive with clients, identify opportunities to deliver ‘wow’ moments with clients and manage client expectations
• Mitigate risk when giving specialist tax advice so the company or client doesn’t face any unexpected or adverse impacts as a result of the advice
• Happy to contribute to the company’s marketing plan through, for example, attending events, building own network or drafting content for use in the company’s marketing channels
• To act as a role model demonstrating high standards of work performance, achievement and conduct
• Work to achieve productivity targets and exceed specific role requirements and KPIs
• Keep yourself up-to-date with: technical updates, especially changes in tax regulations
• Attend technical and soft skills/management training/leadership courses as identified
• Invest in own skillset to be able to deliver a proactive business advisor service to help own clients achieve their business and personal goals
• Work positively with clients to help the company gain a high client satisfaction score.
• Demonstrate behaviour in accordance with company’s values
Role Requirements:
• CTA qualified or qualified by experience (with 3+ years’ experience of providing tax advice to clients)
• PQE desirable but not a deal breaker
• Corporate Tax experience is preferred
• Adapts style to needs of situation
• Analytical but able to see the “bigger picture”
• Strong business acumen and commercial awareness
• Understand impact on others
• Ability to meet targets & deadlines
• Ability to prioritise workload and exceed expectations of clients
• Ability to balance needs of the business and the client
Whats on offer:
• Participation in our Four Day Working Week (after successfully completing probationary period)
• Paid time off to volunteer and help the community in a way you are passionate about
• At least 25 days holiday plus bank holidays. Additional holidays will accrue from your third year of being in our team
• Your birthday off each year, if it is a normal working day, to do something special
• Team development days
• Flexible working hours
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
Salary description
£35000.00 - £60000.00 per year