Reports to: Tax Manager/Senior Manager

Key Purpose

To provide an excellent level of service whilst working with clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the Tax management team. You will be a key member of the team in its day-to-day performance.

You will be focused on the delivery of work in line with budgeted recovery rates and are responsible for ensuring that our clients receive the best possible client experience. You will develop your own skills, knowledge and experience and also utilise these where appropriate to assist your less experienced colleagues to harness a culture where the team and clients continually thrive.

To be an ambassador of the firm’s values.

Key Objectives 

• Preparation of tax returns.
• Preparation of P11D forms.
• Dealing with routine HMRC correspondence.
• Dealing with routine client queries.
• Participate and support senior team members.
• Undertaking the work assigned to you in conjunction with relevant training.
• Identifying and raising to the manager at the earliest possible point, if client records are of poor quality or scope of work is unachievable for the budget given.
• Start more detailed contact with clients throughout the engagement and seek to understand their business and goals.
• Raise queries directly with the client. Respond to any queries from the client and liaise with the supervisor/manager for support in responding.
• Acknowledge all client correspondence in a professional manner.
• Undertake software training in core products and ensure you keep your technical knowledge up to date.
• Understand and complete the AML process for new and existing clients.
• Effective communication, both internal and external (written and oral).
• Build confidence in using the communication platforms promoted by the Firm.
• Competently being able to manage your own time in context of work assigned with clear communication of progress to the management team.
• Undertake internal training courses and apprenticeship training.
• Take an active role in team meetings and discussions.
• Learning to identify opportunities to go the extra mile for clients to exceed their client service expectations.
• Deliver a high-quality service to in alignment with the firm’s quality ethos.
• Plan and prepare budgets for assignments, ensuring that these are adhered to and opportunities for further fees are raised with the portfolio manager. Identify at the earliest opportunity areas of potential overrun with solutions to fix these. Seek assistance where further training is required.
• Take ownership of your own time and work with effective reporting and communication with your managers.
• Assist with administrative duties as required by the firm.
• Assist fellow colleagues and peers as required by the firm.

Key Skills & Competencies

• Good personal motivation, organisational skills, and the ability to manage your own workload.
• Flexibility and approachability under pressure.
• You must be proactive, tenacious, and always show initiative.
• Good attention to detail and a high degree of accuracy.
• The ability to communicate clearly, and effectively at all levels including ensuring the partner is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
• A high level of professionalism to deliver client service excellence.
• The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
• The ability to multitask and meet deadlines when required.
• Effective time management.
• To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.

Key Knowledge & Behaviours

• Planning and organisation.
• Self-motivation.
• Flexibility and adaptability.
• Excellent client service.
• Familiarity with the Milsted Langdon IT systems.
• Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
• Professional, personable, presentable, and punctual.
• A desire to develop good technical knowledge.
• Full driving licence, plus unrestricted access to a car.
• Organised, accurate, and able to plan the use of time efficiently.
• Good interpersonal skills in dealing with both clients, team members and colleagues.
• Good communication skills.
• Full driving licence, plus unrestricted access to a car.
• Organised, accurate, and able to plan the use of time efficiently.

Qualifications

• Where appropriate, working towards a professional qualification.

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.